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  1. #1
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    Pivot Table-Displaying Current financials Years Data

    My company's financial year runs from Oct to Sept each year. I would like to set up a Pivot table to show the total Cost & NBV (New Book Value) per asset type for the 2012 Financial Year (Oct 2011 - Sept 2012)

    I have attached sample data.

    It would be appreciated if someone can assist me in setting this up explain how to do this
    Attached Files Attached Files
    Last edited by HowardC; 2012-07-09 at 14:26.

  2. #2
    WS Lounge VIP sdckapr's Avatar
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    I would create a Financial Year column and base the pivot on that date. you can calculatate it with something in K2 like:
    =YEAR(G2)+(MONTH(G2)>9)

    and copy it down the column

    Steve

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    HowardC (2012-07-10)

  4. #3
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    Hi Steve

    Thanks for the help. Formula works perfectly. Once i created the Pivot Table. I selected the various fields which I required and placed the financial year in the report filfter and selected the aprropriate year

    Regards

    Howard

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