Results 1 to 3 of 3
  1. #1
    2 Star Lounger
    Join Date
    Dec 2000
    Location
    Sault Ste. Marie, Michigan, USA
    Posts
    102
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Fiscal years and pivot tables (Excel 2000)

    I deal with many budgets that are on an Oct 1 to Sep 30 fiscal year. When I pull a a database of accounts and monthly balances into a pivot table, the month columns appear in the correct order, that is (e.g.) Oct 2003 thru Sep 2004. If I then use the grouping feature to group the months by quarters the month order changes to (using the same example months) Jan 2004 thru September 2004, then Oct 2003 thru Dec 2003, losing the year portion of the headings in the process.

    How can I make Excel recognize Oct - Dec as the "1st" quarter of my fiscal year in pivot tables?

    Thanks,
    Ken

  2. #2
    Plutonium Lounger
    Join Date
    Mar 2002
    Posts
    84,353
    Thanks
    0
    Thanked 29 Times in 29 Posts

    Re: Fiscal years and pivot tables (Excel 2000)

    Specify that you want to group by years and by quarters.

  3. #3
    2 Star Lounger
    Join Date
    Dec 2000
    Location
    Sault Ste. Marie, Michigan, USA
    Posts
    102
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Re: Fiscal years and pivot tables (Excel 2000)

    Thanks. I thought it would be something simple. Duh.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •