Pivot Table: Change dates to fiscal year

  • Thread starter Thread starter denhamlee
  • Start date Start date
D

denhamlee

How do I change the dates in a pivot table from showing up according
to calandar year and make them show up fiscal year? My fiscal year
begins April 1st. I am wanting to choose 2006 as my year and then have
the months begin in April of 06' and end through March of 07'. Thanks
 
I'd use another column in the raw data that returned the FY:

="FY" & YEAR(A1)-(MONTH(A1)<4)

Then pivot on that field.

======
And you didn't ask, but if you wanted to see the FY and Quarter, you could use a
formula like:

For instance, if my fiscal year started on April 1st, I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<4)&"--Q"&INT(1+MOD(MONTH(A1)-4,12)/3)
to see:
FY2007--Q1
 

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