How to Create a Fiscal Year Summary Pivot Table Report in Excel 2007

This video lesson is related to my previous lesson – “How to Create a Month, Quarter Year Pivot Table Report.” This time, we are using a Fiscal Year.

I get asked this question frequently. So watch to see how this is done. One hint – your data source must include two fields that contain the Fiscal Year and the FY Quarter.

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  1. […] Now, many people will want to know how to customize this report to show Quarters that follow a Fiscal Year (e.g. April, May, June is FY Quarter 1) I demonstrate how to do this in my next lesson. Click here to view that video lesson. […]

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