We have a spreadsheet that tracks Customer Complaints. The complaints
are entered by date and other details, such as the category for the
complaint.

I have a pivot table set up with date groupings by year and month. But
this gives the breaks according to the calendar year (Jan thru Dec).
Our fiscal year runs Jul 1 thru Jun 30.

Also, our Qrtr1 is Jul 1 thru Sep 30 and not Jan 1 thru Mar 31, so
grouping by quarter is also confusing to people.

One way to handle this would be to add a couple of columns to calculate
the Fiscal Year and Quarter. But I am not sure how to handle the
grouping would work if I do that.

Can I get set up a pivot table to actually use the rules of our Fiscal
Year, withour adding two columns to the data table?


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DCSwearingen

Getting old, but love computers.
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