Change Pivot Table Grouping to a Fiscal Quarter

While I was training a class to use Pivot Tables this week, I showed them how to Group Dates by Month, Year & Quarter. They liked that a lot – it’s a great feature! However, one student said, “My company is on a Fiscal Year. Is it possible to change the grouping of the Quarters from a Calendar Year to a Fiscal Year?”

Yes! There are several ways to do so. In this Excel Video Lesson I demonstrate the easiest way.

Here are the steps to follow in this Excel Training Video:

1. Create the Pivot Table. In this example we drag the “Date Field” to the “Row Area” and drop the “Sales Field” into the “Data Area.”
2. Select one cell in the Date field and from the Pivot Table drop=down menu choose Group & Show Detail – Group. Highlight Month & Quarter. Click OK.
3. We now have a new “Outer Row” filed – Quarter – in our Pivot Table. However, the grouping reflects a Calendar Year. We need to change this to a Fiscal Year.
4. Select each label, in turn, and edit the name in the Formula Bar.
5. To change the Order of the Quarters: Right-click the 4th Quarter label and choose Order – Move to End.
6. Edit the Field Settings for the Quarters Field. Add in the SUM Subtotal.
7. Make the Quarterly Subtotals & Grand Total rows Bold.
8. Double-click any Quarterly Label to Hide the Details. Use the Icons on the Toolbar to Show / Hide details for each group to suit your needs.

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