Excel Fiscal Year in a PivotTable | Fiscal Year different from Calendar Year in Excel

For many companies, the fiscal year is different than the calendar year. In today's video, I create a PivotTable in Microsoft Excel and show you how to calculate the fiscal year in your data and use it in a PivotTable. We've created many PivotTables in previous videos, and today is no different. We create a simple date and sales PivotTable and show quickly how Excel takes the dates and organizes them by calendar year. We then use some simple formulas to take the dates and display the fiscal year for those dates. We have to write nested Excel functions, using the YEAR() and MONTH() functions to return the year and month, respectively. We then change the function to add a condition that returns true or false, depending on the month we choose as the start month for our custom fiscal year. The function we use takes the YEAR() formula, then the MONTH(), and adds a condition to it to decide whether that month is within the fiscal year of our choice by comparing the month number. Chapters: 00:00 Introduction 00:43 Example with calendar year 01:25 Example with different month 02:25 Function for fiscal year from month 03:57 PivotTable with adjusted fiscal year 04:20 Explanation of function used I have a lot of Excel articles on my blog: https://chrismenardtraining.com/train... More Excel Videos in my dedicated Excel Training Playlist:    • Microsoft Excel Videos   Chris Menard's website https://chrismenardtraining.com #excel #pivottables #excelfiscalyear And make sure you subscribe to my channel! - EQUIPMENT USED -------------------------------- ○ My camera – https://amzn.to/3vdgF5E ○ Microphone - https://amzn.to/3gphDXh ○ Camera tripod – https://amzn.to/3veN6Rg ○ Studio lights - https://amzn.to/3vaxyy5 ○ Dual monitor mount stand - https://amzn.to/3vbZSjJ ○ Web camera – https://amzn.to/2Tg75Sn ○ Shock mount - https://amzn.to/3g96FGj ○ Boom Arm - https://amzn.to/3g8cNi6 - SOFTWARE USED -------------------------------- ○ Screen recording – Camtasia – https://chrismenardtraining.com/camtasia ○ Screenshots – Snagit – https://chrismenardtraining.com/snagit ○ YouTube keyword search – TubeBuddy – https://www.tubebuddy.com/chrismenard DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links I provide, I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel, so I can continue to provide you with free content each week!