Pivout Table group specific period

My company's financial year runs from Oct to Sept each year. I would like to set up a Pivot table to show the total Cost & NBV (New Book Value) per asset type for the 2012 Financial Year (Oct 2011 - Sept 2012)

I have attached sample data.

It would be appreciated if someone can assist me in setting this up explain how to do this

Howardc,

Are you asking how to create the existing pivot table in the attached workbook? from what I see, that's different from what you've mentioned

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set up a Pivot table to show the total Cost & NBV (New Book Value) per asset type for the 2012 Financial Year (Oct 2011 - Sept 2012)

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Originally Posted by Excel Fox

Howardc,

Are you asking how to create the existing pivot table in the attached workbook? from what I see, that's different from what you've mentioned

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Hi Excelfox

I want extract into a Pivot table data pertaining to a financial year. I would have to set up a formula in the sheet containing the raw data before creating the Pivot table

When you say financial year, you mean you want to group years from Oct to Sep? And I suppose you want to use the purchase date to differentiate the time periods.

Hi

In K2 and drag down,

=IF(MONTH(G2)>9,"FY "&YEAR(G2)&" - "&YEAR(G2)+1,"FY "&YEAR(G2)-1&" - "&YEAR(G2))

and add this field in the pivot table.

I've added a column for Financial year based on months Oct to Sep. Check the pivot if that's what you are looking for.

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Originally Posted by Excel Fox

When you say financial year, you mean you want to group years from Oct to Sep? And I suppose you want to use the purchase date to differentiate the time periods.

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Hi Excelfox

Thanks for the reply. I want to group the yearsd containing the months from Oct to Sep and to use the purchase date to differentiate the time periods

Regards

Howard

Quote:

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Originally Posted by Excel Fox

I've added a column for Financial year based on months Oct to Sep. Check the pivot if that's what you are looking for.

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Hi Excelfox

This is exatly what I am loooking for

Regards

Howard