Pivot Table by Financial Year

[fn450]

I've got a spreadsheet with a large quantity of dates that cross over several
financial years. Is there a simple way to produce a pivot table to group
these dates by financial year, ie from Jul 06 to Jun 07, then Jul 07 to Jun
08 etc? The dates are entered as dd/mm/yyyy format. Any assistance would be
greately appreciated.

 

[rajesh]

Assuming dates are in coloumns.

First sort the data by date.
Insert a coloumn for year
keyin year coloumn based on your requirement (i.e., jul 06 to Jun 07) ( you
may simply do this by filtering date coloumn)
Finally do a pivot based on year coloumn.

regards
rajesh

 

[Colin Foster]

An easier way is to Group the dates by year.
Once you've created the pivot table, select the Date field heading & right
click; one of the options will be Group & the default is Month, just need to
amend this to Year.

However, this only works if the data in the date column is all dates -
blanks or text will prevent this happening, in which case you'd have to adopt
Rajesh's solution (which is th eway I used to use until I found out about
Grouping!)

Hope this helps,
Colin Foster