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#1
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Change Quarters in Pivot Tables when grouping dates
I have a list of business transactions with the daily date for each
transaction. I use Pivot Tables to track a lot of different information. I use the group feature in Pivot Tables to group the dates by Month and Quarter. This is a terrific option. Here is my question: 1) Can I change the Quarter to my company's quarters? Our first quarter is May-July, second quarter is August-Oct, third quarter is Nov-Jan, and fourth quarter is Feb-April. If this is possible, I would greatly appreciate any suggestions. Thanks! Jugglertwo |
#2
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Change Quarters in Pivot Tables when grouping dates
I don't think so.
I always add another column and add a formula that returns the FY-Q. I like this expression since I can sort it easily: ="FY"&YEAR(A2)-(MONTH(A2)<5)&"-Q"&INT(1+MOD(MONTH(A2)-5,12)/3) And then I include that extra field in my pivottable. Jugglertwo wrote: I have a list of business transactions with the daily date for each transaction. I use Pivot Tables to track a lot of different information. I use the group feature in Pivot Tables to group the dates by Month and Quarter. This is a terrific option. Here is my question: 1) Can I change the Quarter to my company's quarters? Our first quarter is May-July, second quarter is August-Oct, third quarter is Nov-Jan, and fourth quarter is Feb-April. If this is possible, I would greatly appreciate any suggestions. Thanks! Jugglertwo -- Dave Peterson |
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