Quaters In Pivot Tables
 

Pivot Tables default to the first Quarter of a year commencing January. Is it
possible to have the first quarter commencing July, as per Finacial rather
than Calender year?

Are you achieving your Quarters by Grouping a date field from your data
source? If so, I don't think you can group dates in any other way--I've asked
this question myself and done web searches and didn't find a different way to
group.

This might solve your dilemma, though (you'll have to ditch the Grouping):

Create a Calculated Item that sums all dates in the appropriate range. Basic
Instructions for a Calculated Field.
http://office.microsoft.com/en-us/as...990201033.aspx

You may also find some useful articles on office.microsoft.com.

tj

"fnov" wrote:

Pivot Tables default to the first Quarter of a year commencing January. Is it
possible to have the first quarter commencing July, as per Finacial rather
than Calender year?

You can calculate the Fiscal quarter in a new field in the source data
table, then add that field to the pivot table.

For example, with your dates in column A, insert a blank column to the
right.
Add a heading in cell B1, such as "Quarter"
Then enter the following formula in cell B2:

=YEAR(A2)+IF(MONTH(A2)=8,1,0)&"-"&CHOOSE(MONTH(A2),2,3,3,3,4,4,4,1,1,1,2,2)

Copy the formula down to the last row of data.
Refresh the pivot table, and add the new field.


fnov wrote:
Pivot Tables default to the first Quarter of a year commencing January. Is it
possible to have the first quarter commencing July, as per Finacial rather
than Calender year?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Hello Debra,
Thanks for your prompt response. This formula seems to not work, as both the
year nd the quarter are not correct. Is this to do with the date format eg.
30/11/04?
In our fiscal year Sept is Qtr 1, Dec 2, etc.
Thanks
Frank

"Debra Dalgleish" wrote:

You can calculate the Fiscal quarter in a new field in the source data
table, then add that field to the pivot table.

For example, with your dates in column A, insert a blank column to the
right.
Add a heading in cell B1, such as "Quarter"
Then enter the following formula in cell B2:

=YEAR(A2)+IF(MONTH(A2)=8,1,0)&"-"&CHOOSE(MONTH(A2),2,3,3,3,4,4,4,1,1,1,2,2)

Copy the formula down to the last row of data.
Refresh the pivot table, and add the new field.


fnov wrote:
Pivot Tables default to the first Quarter of a year commencing January. Is it
possible to have the first quarter commencing July, as per Finacial rather
than Calender year?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

If your fiscal year 2005 starts in September 2004, use:


=YEAR(A2)+IF(MONTH(A2)=9,1,0)&"-"&CHOOSE(MONTH(A2),2,2,3,3,3,4,4,4,1,1,1,2)

If your fiscal year 2004 starts in September 2004, use:


=YEAR(A2)+IF(MONTH(A2)=9,0,-1)&"-"&CHOOSE(MONTH(A2),2,2,3,3,3,4,4,4,1,1,1,2)

fnov wrote:
Hello Debra,
Thanks for your prompt response. This formula seems to not work, as both the
year nd the quarter are not correct. Is this to do with the date format eg.
30/11/04?
In our fiscal year Sept is Qtr 1, Dec 2, etc.
Thanks
Frank

"Debra Dalgleish" wrote:


You can calculate the Fiscal quarter in a new field in the source data
table, then add that field to the pivot table.

For example, with your dates in column A, insert a blank column to the
right.
Add a heading in cell B1, such as "Quarter"
Then enter the following formula in cell B2:

=YEAR(A2)+IF(MONTH(A2)=8,1,0)&"-"&CHOOSE(MONTH(A2),2,3,3,3,4,4,4,1,1,1,2,2)

Copy the formula down to the last row of data.
Refresh the pivot table, and add the new field.


fnov wrote:

Pivot Tables default to the first Quarter of a year commencing January. Is it
possible to have the first quarter commencing July, as per Finacial rather
than Calender year?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html





--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html