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UK Tax Period April 2016 to March 2017 Sort Group Pivot table

  1. #1
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    Question UK Tax Period April 2016 to March 2017 Sort Group Pivot table

    Hi Guys

    Is their way to manipulate the data i have to show the current tax year April 2016 to March 2017 in my pivot table which has the last 5 years worth of data.

    I have tried filters but does not work

    Dale

  2. #2
    Forum Expert dflak's Avatar
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    Re: UK Tax Period April 2016 to March 2017 Sort Group Pivot table

    This sounds like you would need a helper column in the source data to calculate the tax year. So if April 2016 to March 2017 is tax year 2017 then something like Tax Year =IF(Month([Date]) >=4, YEAR[Date]+1,YEAR[Date])).
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

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