Change to a Fiscal Year Grouping in Excel Pivot Table
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Uploader Comments (DannyRocksExcels)
All Comments (3)
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Happy New Year to you too Danny.
I had been looking for a solution for FY qtrs for some time. The only technique I'd heard of before yours was the creating of a column in the raw data table that categorizes records (via their date) into FY quarters.
I've just confirmed your revised technique works if the data set is solely for the 4 qtrs in question.
However, if one has qtrs for more than one year in the dataset, then I can't make it work.
Thx for your prompt attention to this.
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This technique doesn't do what it claims to.
At 0:42, it is clear the original data is for calendar year 2008.
A fiscal year starting in Apr08 will get its 4th quarter data from Jan-Mar 2009, which isn't in the data set.
This technique just renames and shuffles Jan-Mar2008 data to the last quarter displayed.
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Happy New Year!
Thank you for pointing this out. On closer inspection, I see that you are correct. I will post an updated video to correct this in the next few days.
One extra field must be added to the original data (a field for FY) but after that, the sequence will follow what I have in this video (renaming the Quarters and then Sorting them by the new names.)
Best,
Danny Rocks
DannyRocksExcels 2 years ago