Grouping Pivot Dates By Group - Can we change Quarters?

Trouttrap2

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May 11, 2010

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612

• Nov 2, 2011

• #2

There is a work around for this. see this article.
http://www.pivot-table.com/pivot-table-tutorial/grouping-pivot-table-dates-by-fiscal-year

 

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al_b_cnu

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• Nov 2, 2011

• #3

Hi Steve,

Would a VBA solution be an option - i.e. add a menu item to the cell right-click event?
Haven't got 2010, so not sure what you require exactly though.
What's the definition of a Financial year?

 

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stevebrooks01

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• Nov 2, 2011

• #4

financial year DefinitionAccounting period that can start on any day of a calendar year but has twelve consecutive months (52 consecutive weeks) at the end of which account books are closed, profit or loss is computed, and financial reports are prepared for filing. It may or may not match a calendar year. Called fiscal year in the US.

 

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al_b_cnu

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• Nov 2, 2011

• #5

ok, so what would you want the right-click event to do exactly (can you give example)?

 

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stevebrooks01

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• Nov 2, 2011

• #6

well by default, when you ask a pivot table to group the dates by quarters, it always uses the calendar year i.e. starts with 1 Jan. What I need it to do is start at 1 June. CheersSteve

 

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