To Group by quarters when reporting on a fiscal year basis:
1. Insert a new column to the source data (column C in the screenshot), and type a title for the column: Fiscal Year Quarter Number and enter the formula below to calculate the quarter number for the fiscal year:
2. Insert another column to the source data (column D in the screenshot), and type a title for the column: Fiscal Year, Year Number, and insert the formula below to calculate the fiscal year number:
3. Refresh the PivotTable, and drag the two new fields to an area in the PivotTable report.
The number 9 in the formulas is for the fiscal year month end number, which is for September in the example presented.
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