Comments on: Grouping Pivot Table Dates by Fiscal Year

By: Ian

Ian — Fri, 22 Jul 2011 19:43:00 +0000

Any idea about about how to group fiscal weeks?

By: Aza

Aza — Fri, 01 Jul 2011 07:59:30 +0000

Thanks Debra! x

By: Debra Dalgleish

Debra Dalgleish — Fri, 01 Jul 2011 02:36:12 +0000

@Aza, for the cell with the Fiscal Year formula, format the result as a number, and not as a date.

By: Aza

Aza — Thu, 30 Jun 2011 12:10:37 +0000

I followed the instructions and my reference date in cell U2 is 31/01/2007, my fiscal period starts in April and the result shows 29/06/1905. This is the formula I used =YEAR(U2)+(MONTH(U2)>=4)
Any ideas? (note uk date style)

By: Jessica Swingle

Jessica Swingle — Thu, 16 Jun 2011 17:42:33 +0000

This fiscal year formula was so simple and awesome! All the others I found online were extremently complex.

By: Debra Dalgleish

Debra Dalgleish — Sun, 03 Oct 2010 16:08:10 +0000

JG, you could create a lookup table on another sheet in the workbook, and enter the start date of each fiscal quarter. Then, in the pivot table source data, refer to that lookup table to calculate the fiscal quarter for each item.

By: JG

JG — Sun, 03 Oct 2010 15:35:14 +0000

What if your fiscal quarter dates are not the beginning of each month? For instance, my company’s Q2 ends 10-01-10 and Q2 ended 07-02-10. Do I have to do some manual grouping?

By: Debra Dalgleish

Debra Dalgleish — Mon, 28 Jun 2010 20:41:59 +0000

You’re welcome! Thanks for letting me know that the fiscal year info helped you.

By: NJ

NJ — Thu, 24 Jun 2010 17:06:08 +0000

Thank you! All the other places were trying to do all these fancy things with fiscal quarters. I merely needed a date field showing fiscal year by date and this did the trick!