D
DCSwearingen
We have a spreadsheet that tracks Customer Complaints. The complaints
are entered by date and other details, such as the category for the
complaint.
I have a pivot table set up with date groupings by year and month. But
this gives the breaks according to the calendar year (Jan thru Dec).
Our fiscal year runs Jul 1 thru Jun 30.
Also, our Qrtr1 is Jul 1 thru Sep 30 and not Jan 1 thru Mar 31, so
grouping by quarter is also confusing to people.
One way to handle this would be to add a couple of columns to calculate
the Fiscal Year and Quarter. But I am not sure how to handle the
grouping would work if I do that.
Can I get set up a pivot table to actually use the rules of our Fiscal
Year, withour adding two columns to the data table?
are entered by date and other details, such as the category for the
complaint.
I have a pivot table set up with date groupings by year and month. But
this gives the breaks according to the calendar year (Jan thru Dec).
Our fiscal year runs Jul 1 thru Jun 30.
Also, our Qrtr1 is Jul 1 thru Sep 30 and not Jan 1 thru Mar 31, so
grouping by quarter is also confusing to people.
One way to handle this would be to add a couple of columns to calculate
the Fiscal Year and Quarter. But I am not sure how to handle the
grouping would work if I do that.
Can I get set up a pivot table to actually use the rules of our Fiscal
Year, withour adding two columns to the data table?