Forum Discussion

UAMSTransplant's avatar
UAMSTransplant
Copper Contributor
Jul 10, 2023

Change Data Pulled by Quarters in Pivot Table

I am attempting to show data by my institution's fiscal calendar not the calendar year.

 

Is there a way to tell the Pivot Table that Qtr1 2023 should include all results that occurred in July-August of 2022?

 

 

 

  • UAMSTransplant 

    Let's say the dates in the source range are in D2 and down.

    Add a column, enter the formula =EDATE(D2,6) in row 2, and fill down.

     

    (If your source range is a table, with a column named TheDate, add a column to the table with formula =EDATE([@TheDate],6)

    This should automatically propagate to all rows)

     

    Update the source range of the pivot table, and use the new column instead of the original date column.

Resources