Forum Discussion
Pivot table - change the fiscal period to start in Feb instead of Jan
The pivot table defaults to Q1 being Jan, Feb, Mar and Q2 being Apr, May, June etc... Is there a way to change it so that Q1 is Feb, Mar, Apr and Q2 is May, June, July etc... My company's fis...
Let's say you have dates in D2 and down.
Insert a new column next to column D.
In E2, enter the formula
=QUOTIENT(MONTH(EDATE(D2,-1))-1,3)+1
to return the quarter as a number 1, 2, 3, 4, or
="Q""IENT(MONTH(EDATE(K1,-1))-1,3)+1
to return it as text Q1, Q2, Q3, Q4.
Use the new column in the pivot table.
For the fiscal year you can insert another column with formula
=YEAR(EDATE(D2,-1))
Fill down to the last data row.