Pivot Table: Change dates to fiscal year

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
 
D

Dave Peterson

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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