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Default DATE ORDER FOR QTR 1 -4

I new to pivot tables. I'm using a financial year which starts from April and
ends at March, how do can I change the pivot table to read from these months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE
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Default DATE ORDER FOR QTR 1 -4

When you're grouping by those dates???

I just add another column to the original data table and determine the quarter
there.

I like this formula in general--if the fiscal year starts on the first of month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on April 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"-Q"&INT(1+MOD(MONTH(A1)-4,12)/3)

I also like this style of result:
FY2009-Q1

DJRHUTCH wrote:

I new to pivot tables. I'm using a financial year which starts from April and
ends at March, how do can I change the pivot table to read from these months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE


--

Dave Peterson
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Default DATE ORDER FOR QTR 1 -4

Dave thanks very much for your help. It works for me.
--
DAVE


"Dave Peterson" wrote:

When you're grouping by those dates???

I just add another column to the original data table and determine the quarter
there.

I like this formula in general--if the fiscal year starts on the first of month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on April 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"-Q"&INT(1+MOD(MONTH(A1)-4,12)/3)

I also like this style of result:
FY2009-Q1

DJRHUTCH wrote:

I new to pivot tables. I'm using a financial year which starts from April and
ends at March, how do can I change the pivot table to read from these months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE


--

Dave Peterson

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Posts: 2,480
Default DATE ORDER FOR QTR 1 -4

Hi

Dave has given you what is the best solution - using an extra column in your
source data.
You could, however, do it within the PT.
First, Group by Months, not Quarters.
Then, with Months as a Row field, select the 3 months representing your Q1,
by holding down Control and clicking on each cell.
Right clickGroupname the resulting Group1 as FY2009-Q1
Repeat process allocating the other 9 months to their respective quarters.

--
Regards
Roger Govier

"DJRHUTCH" wrote in message
...
Dave thanks very much for your help. It works for me.
--
DAVE


"Dave Peterson" wrote:

When you're grouping by those dates???

I just add another column to the original data table and determine the
quarter
there.

I like this formula in general--if the fiscal year starts on the first of
month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on April 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"-Q"&INT(1+MOD(MONTH(A1)-4,12)/3)

I also like this style of result:
FY2009-Q1

DJRHUTCH wrote:

I new to pivot tables. I'm using a financial year which starts from
April and
ends at March, how do can I change the pivot table to read from these
months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE


--

Dave Peterson

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Posts: 35,218
Default DATE ORDER FOR QTR 1 -4

And continue doing this for each FY <vbg.

Roger Govier wrote:

Hi

Dave has given you what is the best solution - using an extra column in your
source data.
You could, however, do it within the PT.
First, Group by Months, not Quarters.
Then, with Months as a Row field, select the 3 months representing your Q1,
by holding down Control and clicking on each cell.
Right clickGroupname the resulting Group1 as FY2009-Q1
Repeat process allocating the other 9 months to their respective quarters.

--
Regards
Roger Govier

"DJRHUTCH" wrote in message
...
Dave thanks very much for your help. It works for me.
--
DAVE


"Dave Peterson" wrote:

When you're grouping by those dates???

I just add another column to the original data table and determine the
quarter
there.

I like this formula in general--if the fiscal year starts on the first of
month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on April 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"-Q"&INT(1+MOD(MONTH(A1)-4,12)/3)

I also like this style of result:
FY2009-Q1

DJRHUTCH wrote:

I new to pivot tables. I'm using a financial year which starts from
April and
ends at March, how do can I change the pivot table to read from these
months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE

--

Dave Peterson


--

Dave Peterson


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Posts: 2,480
Default DATE ORDER FOR QTR 1 -4

lol

I did preface it with
Dave has given you what is the best solution


Good to see the wit is still alive and well. Cheers Dave.
--
Regards
Roger Govier

"Dave Peterson" wrote in message
...
And continue doing this for each FY <vbg.

Roger Govier wrote:

Hi

Dave has given you what is the best solution - using an extra column in
your
source data.
You could, however, do it within the PT.
First, Group by Months, not Quarters.
Then, with Months as a Row field, select the 3 months representing your
Q1,
by holding down Control and clicking on each cell.
Right clickGroupname the resulting Group1 as FY2009-Q1
Repeat process allocating the other 9 months to their respective
quarters.

--
Regards
Roger Govier

"DJRHUTCH" wrote in message
...
Dave thanks very much for your help. It works for me.
--
DAVE


"Dave Peterson" wrote:

When you're grouping by those dates???

I just add another column to the original data table and determine the
quarter
there.

I like this formula in general--if the fiscal year starts on the first
of
month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on April 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"-Q"&INT(1+MOD(MONTH(A1)-4,12)/3)

I also like this style of result:
FY2009-Q1

DJRHUTCH wrote:

I new to pivot tables. I'm using a financial year which starts from
April and
ends at March, how do can I change the pivot table to read from
these
months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE

--

Dave Peterson


--

Dave Peterson


  #7   Report Post  
Posted to microsoft.public.excel.misc
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Posts: 35,218
Default DATE ORDER FOR QTR 1 -4

It's half alive! (My wit, that is!)

Roger Govier wrote:

lol

I did preface it with
Dave has given you what is the best solution


Good to see the wit is still alive and well. Cheers Dave.
--
Regards
Roger Govier

"Dave Peterson" wrote in message
...
And continue doing this for each FY <vbg.

Roger Govier wrote:

Hi

Dave has given you what is the best solution - using an extra column in
your
source data.
You could, however, do it within the PT.
First, Group by Months, not Quarters.
Then, with Months as a Row field, select the 3 months representing your
Q1,
by holding down Control and clicking on each cell.
Right clickGroupname the resulting Group1 as FY2009-Q1
Repeat process allocating the other 9 months to their respective
quarters.

--
Regards
Roger Govier

"DJRHUTCH" wrote in message
...
Dave thanks very much for your help. It works for me.
--
DAVE


"Dave Peterson" wrote:

When you're grouping by those dates???

I just add another column to the original data table and determine the
quarter
there.

I like this formula in general--if the fiscal year starts on the first
of
month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on April 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"-Q"&INT(1+MOD(MONTH(A1)-4,12)/3)

I also like this style of result:
FY2009-Q1

DJRHUTCH wrote:

I new to pivot tables. I'm using a financial year which starts from
April and
ends at March, how do can I change the pivot table to read from
these
months.
Currently it defaults from Jan to Dec. I'm using Office 2003.
Thanks
--
DAVE

--

Dave Peterson


--

Dave Peterson


--

Dave Peterson
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