Grouping a Date Field by Quarters in a Fiscal Reporting Year in Excel 2007

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:
=”Q”&(MOD(CEILING(22+MONTH(F2)-9-1,3)/3,4)+1)

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:
=IF(MONTH(F2)=9,YEAR(F2),YEAR(F2)+1)

3. Refresh the PivotTable, and drag the two new fields to an area in the PivotTable report.

Note:
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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