Last week, we learned how to use formulas to reconcile (match) transactions in Excel. Today, lets take a look at even faster and simpler way to do this:
Using Pivot Tables
Here is a short video explaining the technique and why it works. See it below
(or watch it on our youtube channel)
Download Example workbook:
Please click here to download the example workbook & play with it.
Hungry for pivot tables? Grab these juicy stuff:
- Learn how to create and use Pivot Tables in Excel
- Excel Pivot Tables – Tutorials, information & tips
Thanks to commenters Utkarsh, Heather, Carlos & Kerry for suggesting that we use Pivot Tables for this problem.
5 Responses to “Preparing Profit / Loss Pivot Reports [Part 2 of 6]”
[...] Preparing Pivot Table P&L using Data sheet [...]
[...] Preparing Pivot Table P&L using Data sheet [...]
[...] Preparing Pivot Table P&L using Data sheet [...]
I am not getting sound from the videos. I have checked all the settings and spent several hours searching the Internet to no avail.
Has anyone else had this problem?
Is there anyway to get the Grand Total to be broken out in the same fashion as the items above it? Â For instance, if you have in column 1, widget a, widget b, and have their sales by month in column 2, I'd like to see the grand total also be by month, for widget a & b combined.
I can't get anything other than a single line for the grand total, rather than the same format as the data above.
Widget A    Month   Sales
          Jan     100
          Feb     200
Widget BÂ
          Jan     150
          Feb     250
Grand total - here I would also like to have Jan, Feb.
          Jan     250
          Feb     450
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