Pivot Table Grouping by Quarter

[Attila Fust]

I want to group my data based on Quarter but do not want
it to be based on the standard calendar quarters (ie. Jan1-
Mar31, Apr1-Jun30,Jul1-Sep30,Oct1-Dec31) but based on the
first month in my data.

For example, the starting month in my data is Aug1 so I
would like my quarters to be base on:

Aug1-Oct31, Nov1-Jan31, Feb1-Apr30, May1-Jul31

I can't seem to get Excel to do this with the Pivot Table
grouping options. Is it possible? If not, what is my
best option. Create a query in Access?

Thanks in advance.

Attila Fust

 

[Frank Kabel]

Hi
for this I would create a helper column in your source data which
calculates your 'quarter' and use this helper column for grouping in
the pivot table

 

[Peo Sjoblom]

You would need to add an extra range to your table
using formulas
AFAIK it will always group after calendar quarters

 

[Attila Fust]

By helper column do you mean a code. For example, for the
months Aug - Oct the month code would be "Q1" for example.

Attila Fust

 

[Debra Dalgleish]

You can calculate this 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.

 

[Frank Kabel]

Hi
yes for example something like that in a separate column