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Elisabeth Elisabeth is offline
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Default Grouping DAtes in Pivot Tables

We also run on a fiscal year (April - March) and I set up a custom list to
sort data by months within the fiscal year. Tools -- Options -- Custom
Lists.
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Elisabeth


"berby65" wrote:

Thanks, I thought as much. Unfortunately the source data is an external
database rather than a spreadsheet. I will have to come up with another work
around. It is a shame becuase apart from this, the grouping function is very
useful.
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TheBerbs


"Debra Dalgleish" wrote:

There's nothing built into the pivot table that will allow you to group
dates by fiscal year. You could add a column to the source data, in
which you calculate the Fiscal year and month. Then, add that field to
the pivot table.

berby65 wrote:
When you group dates by year in a pivot table it is always by calendar years
i.e. January to December. This isn't very useful if your financial year runs
for example from March to February. Is there a way of customising the
grouping within a pivot table?



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Debra Dalgleish
Contextures
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