How do I set a pivot table to group quarterly reports by F/Y?
I'm trying to set up a report in Excell using the pivot table function. When
I use the "Group Field" function to generate a quarterly report it assigns each quarter according to a calendar year which puts the Jan 2010 data in the 1st QTR and the Oct 2009 data in the 4th Quarter. I want to change this so it begins the 1st QTR in Oct. Is there a way to change the way the pivot table reads and organizes the data? |
How do I set a pivot table to group quarterly reports by F/Y?
Hi Mark
You can aggregate whatever months you want to Quarters manually. Don't use Quarters in the Date Grouping, just use Month Highlight the 3 months you wantGroup and OutlineGroup call it Quarter 1 Repeat for each of your other months -- Regards Roger Govier Mark wrote: I'm trying to set up a report in Excell using the pivot table function. When I use the "Group Field" function to generate a quarterly report it assigns each quarter according to a calendar year which puts the Jan 2010 data in the 1st QTR and the Oct 2009 data in the 4th Quarter. I want to change this so it begins the 1st QTR in Oct. Is there a way to change the way the pivot table reads and organizes the data? |
How do I set a pivot table to group quarterly reports by F/Y?
Excel 2007 PivotTable
Fiscal Year, Quarter With source helper columns. http://c0718892.cdn.cloudfiles.racks.../07_04_09.xlsx |
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