· 5 days ago
Hi there, I think the formula should be =YEAR(C8)+(MONTH(C8)>=7) not"7". Because I tried and failed. Just FYI:) Thanks for your work
How to group by fiscal year in an Excel pivot table?
For example, the fiscal year begins in July in your company/organization, now you want to create a pivot table and group dates by the fiscal year within it, how could you deal with it? This solution may ease your work.
Group by fiscal year in an Excel pivot table
Easily groups cells and calculate by values in another column in Excel
With Kutools for Excel’s Advanced Combine Rows feature, you can quick group all cells of one column based on values in another column, or calculate (sum, count, average, max, etc.) these cells by the values in another column at ease! Full Feature Free Trial 30-day!
Office Tab Enable Tabbed Editing and Browsing in Office, and Make Your Work Much Easier...
Kutools for Excel Solves Most of Your Problems, and Increases Your Productivity by 80%
- Reuse Anything: Add the most used or complex formulas, charts and anything else to your favorites, and quickly reuse them in the future.
- More than 20 text features: Extract Number from Text String; Extract or Remove Part of Texts; Convert Numbers and Currencies to English Words.
- Merge Tools: Multiple Workbooks and Sheets into One; Merge Multiple Cells/Rows/Columns Without Losing Data; Merge Duplicate Rows and Sum.
- Split Tools: Split Data into Multiple Sheets Based on Value; One Workbook to Multiple Excel, PDF or CSV Files; One Column to Multiple Columns.
- Paste Skipping Hidden/Filtered Rows; Count And Sum by Background Color; Send Personalized Emails to Multiple Recipients in Bulk.
- Super Filter: Create advanced filter schemes and apply to any sheets; Sort by week, day, frequency and more; Filter by bold, formulas, comment...
- More than 300 powerful features; Works with Office 2007-2019 and 365; Supports all languages; Easy deploying in your enterprise or organization.
Group by fiscal year in an Excel pivot table
Supposing there is a table as below screenshot shown. I will take this table as an example to create a pivot table and group dates by fiscal year within it easily in Excel.
1. Beside the source data, insert a new column, type Fiscal Year as column name, next type the formula =YEAR(A2)+(MONTH(A2)>="7") into the first cell of the new column, and finally drag the AutoFill Handle down to fill the whole column. See screenshot:
Note: In the formula =YEAR(A2)+(MONTH(A2)>="7"), A2 is the first date in the Date column, 7 means the fiscal year begins in July. You can change them as you need.
2. Select the new source data, and click Insert > PivotTable.
3. In the Create PivotTable dialog box, please select a destination range to place the pivot table, and click the OK button. See screenshot:
4. Now in the PivotTable Fields pane, please drag and drop the Fiscal Year field to the Rows section, and then drag other fields to proper sections as you need. See screenshot:
Now you will see the pivot table is created, and the dates are grouped by the fiscal year. See screenshot:
Related articles:
The Best Office Productivity Tools
Kutools for Excel Solves Most of Your Problems, and Increases Your Productivity by 80%
- Reuse: Quickly insert complex formulas, charts and anything that you have used before; Encrypt Cells with password; Create Mailing List and send emails...
- Super Formula Bar (easily edit multiple lines of text and formula); Reading Layout (easily read and edit large numbers of cells); Paste to Filtered Range...
- Merge Cells/Rows/Columns without losing Data; Split Cells Content; Combine Duplicate Rows/Columns... Prevent Duplicate Cells; Compare Ranges...
- Select Duplicate or Unique Rows; Select Blank Rows (all cells are empty); Super Find and Fuzzy Find in Many Workbooks; Random Select...
- Exact Copy Multiple Cells without changing formula reference; Auto Create References to Multiple Sheets; Insert Bullets, Check Boxes and more...
- Extract Text, Add Text, Remove by Position, Remove Space; Create and Print Paging Subtotals; Convert Between Cells Content and Comments...
- Super Filter (save and apply filter schemes to other sheets); Advanced Sort by month/week/day, frequency and more; Special Filter by bold, italic...
- Combine Workbooks and WorkSheets; Merge Tables based on key columns; Split Data into Multiple Sheets; Batch Convert xls, xlsx and PDF...
- More than 300 powerful features. Supports Office/Excel 2007-2019 and 365. Supports all languages. Easy deploying in your enterprise or organization. Full features 30-day free trial. 60-day money back guarantee.
Office Tab Brings Tabbed interface to Office, and Make Your Work Much Easier
- Enable tabbed editing and reading in Word, Excel, PowerPoint, Publisher, Access, Visio and Project.
- Open and create multiple documents in new tabs of the same window, rather than in new windows.
- Increases your productivity by 50%, and reduces hundreds of mouse clicks for you every day!
You are guest ( Sign Up? )
or post as a guest, but your post won't be published automatically.
Loading comment... The comment will be refreshed after 00:00.