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Grouping Pivot by financial year rather than calendar year

ResolvedVersion 2016

Tue 13 Nov 2018, 16:32 Delegate Emma said...

Emma has attended:
Power BI Modelling, Visualisation and Publishing course

Grouping Pivot by financial year rather than calendar year

How do I make it so that my pivot tables organise months into financial year quarters (i.e. april - June as Q1) rather than calendar year quarter?

Wed 14 Nov 2018, 08:53 Trainer Jens said...

RE: Grouping Pivot by financial year rather than calendar year

Hi Emma,

Thank you for the forum question.

Unfortunately Excel is working with calendar year only, but by adding columns to your source data you can get what you want.

I have attached a workbook with the columns you will need to add to your data.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
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Attached files...

FinncialPeriods.xlsx

Wed 21 Nov 2018: Automatically marked as resolved.

Excel tip:

Adding multiple rows in an Excel 2010 Worksheet

If you want to add more than one row to an Excel Worksheet, drag select the number or rows you want added to the spreadsheet.

Then right click on these selected rows, choose Insert from the menu, and the new rows will be added above the rows you first selected.

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