Fiscal Year Calculations in Microsoft Excel | Create a Fiscal Year Date Table in Power Pivot
Description:
In this video, I have explained how to create a Fiscal Year Date Table, with fiscal month and fiscal quarter calculations in Microsoft Excel. You will learn how to create a date table in power pivot, add custom fields like fiscal year, fiscal month, and fiscal quarter, create a relationship between the fiscal year date table and the sales data table. Finally, you will learn how to use pivot tables to summarize the sales data by fiscal year, month or quarter.
📑Bookmarks:
00:00 Introduction
00:50 Install Power Pivot Add-in
01:31 Convert Data into Date Format
02:33 Calendar Year to Fiscal Year
04:57 Calendar Month to Fiscal Month Conversion
06:12 Fiscal Quarter Conversion
08:07 Create Relationships
09:30 Summarize Data using Pivot Table
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