Change to a Fiscal Year Grouping in Excel Pivot Table
Recently, one of my clients asked me how to change Excel's Pivot Table Grouping to reflect a Fiscal Year.
I know many corporations and non-profit organizations operate on a Fiscal Year. Excel, by default, groups Quarters based on a Calendar Year.
So, I created this video to demonstrate the steps to take to make this change.
Even if you do not need to change to a FY, you will get a few tips about how to change the "order" of your values in a Pivot Table,
As always, I invite you to visit my website - www.thecompanyrocks.com/excels - to view all of my video lessons and to read the step-by-step instructions for the exercise.
Thank you for watching!
Danny