Year wise and Quarter wise report  (Indian Financial year like Jan to March -Qrt 4, April to June -Qrt 1 )

I did lot of Advanced MS Excel corporate training workshop in Delhi, Mumbai, Chennai, Bangalore, Hyderabad  pan India and abroad.

One day i was doing training program in one of my customer in Bhilwara one of my participants asked me one question related to Pivot Table and on spot i develop on formula i want to share to all.

Q) How to create Year wise and Quarter wise report  (Indian Financial Year like Jan to March -Qrt 4, April to June -Qrt 1 like that …..

Please find the solutions for

Create a pivot table using Insert-> Pivot Table

Create Report

=IF(AND(MONTH(A2)>=4,MONTH(A2)<=6),YEAR(A2)&”-“&YEAR(A2)+1&” Qrt1″,
IF(AND(MONTH(A2)>=7,MONTH(A2)<=9),YEAR(A2)&”-“&YEAR(A2)+1&” Qrt2″,
IF(AND(MONTH(A2)>=10,MONTH(A2)<=12),YEAR(A2)&”-“&YEAR(A2)+1&” Qrt3″,
IF(AND(MONTH(A2)>=1,MONTH(A2)<=3,YEAR(A2)=Year(A2),YEAR(A2)-1&”-“&YEAR(A2)&” Qrt4″))))

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