How do I set a pivot table to group quarterly reports by F/Y?

M

Mark

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?
 
R

Roger Govier

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 want>Group and Outline>Group call it Quarter 1
Repeat for each of your other months
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Pivot Table - Quarterly report 1
Sort Pivot by Year 8
Pivot Table - month groups 2
specify week in a quarterly report 1
Quarterly Data in Pivot Table 3
Unable to Group in Pivot Table 1
How do I add extra data to a pivot table? 3
Group by month in a Pivot table 2

Top