Pivot Table Date Sort Options

M

Mark

HI.

I have several Pivot Tables based on Access Queries which I use to track
company data on a monthly basis over several years. I use dates in both Row
Filters and Column Filters grouped by Month and Year.

The default order is the Calender Year which does not match our trading
time-line. We instead need it sorted by our Financial Year of July-June.

Is there any tips or options which I might try?

Thanks in advance.
 
N

Nikos Yannacopoulos

Mark,

use an auxiliary table that matches months to FY periods, something like
CalMonth Period
Jan P07-Jan
Feb P08-Feb
....
Jun P12-Jun
Jul P01-Jul
....
Dec P06-Dec

add the table to your query design or use a DLookup in a calculated field,
and use the period field instead of the calendar month; this will get the
sorting correctly.

HTH,
Nikos
 
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