Summarize Fiscal Year by Month and Quarter with a Pivot Table

Excel Pivot Tables can quickly group dates by Month, Quarter and Year. If your company uses a Fiscal Year,  then be sure that your source data contains columns to identify the Fiscal Year and the Fiscal Quarter before you create the Pivot Table. Watch how this is done.

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Summarize Fiscal Year, Months, Quarters with Pivot Tables Play Now | Play in Popup | Download (630)