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John

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

Roger Govier[_3_]

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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