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Grouping by month in a Pivot Table
Grouping by month in a Pivot Table
I am aware of the grouping by month feature in a Pivot Table. However, I would like to be able to group data by our accounting months, which end on a Friday, not the last day of a month. Is there a way of defining months that match our Accounts calendar ? TIA John. -- John Reynolds |
Grouping by month in a Pivot Table
Hi John
Are you running 13 x 28 day periods for your accounting, or are you running 12 periods of 4, 4 and 5 weeks duration? If the former, then in the PT Group function, Group by Days28 If the latter, then you will need to have a formula in an extra column of your source table, which determines the period number and use that in the PT and ignore grouping within the PT. Create a simple Lookup table with the last date of each accounting period in column 1, and period number if column 2. Give this table a name e.g. Periods In your new column in the source table enter the formula =VLOOKUP(A2,Periods,2) assuming Date to be held in A2 -- Regards Roger Govier "John" wrote in message ... Grouping by month in a Pivot Table I am aware of the grouping by month feature in a Pivot Table. However, I would like to be able to group data by our accounting months, which end on a Friday, not the last day of a month. Is there a way of defining months that match our Accounts calendar ? TIA John. -- John Reynolds |
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