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Changing Year Flag for Fiscal Year starting July

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    Changing Year Flag for Fiscal Year starting July

    Our Fiscal Year starts every July. Any fixes to hard code Excel to recognize July as the "first" month going forward in Pivots? It always starts in January and it messes up my charts/graphs because it will go from Jan - Dec when I need it to go July - June of the next year. If I pull in the months, it just gets confusing.

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    Forum Expert CK76's Avatar
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    Re: Changing Year Flag for Fiscal Year starting July

    It would help if you upload sample data and manually show how data should be presented.

    In most cases, you can add helper column and use that to group months/dates.

    In source data, add helper column with following formula. Assuming dates are in Column A (starting at row2)
    =IF(MONTH(A2)<=6,YEAR(A2),YEAR(A2)+1)

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