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Creating an Excel pivot table for a profit and loss statement is straightforward and can be enhanced with slicers for interactivity and conditional formatting for better readability. The data used is already in a tabular format, with accounts classified into groups representing different sections of the profit and loss statement. The dataset includes regional and financial year columns for filtering and may include actual and budget data. To insert a pivot table, select the desired location (e.g., cell B3), then arrange account groups and accounts in row labels, and actual and budget figures in the values area. Lastly, apply currency formatting without decimals for clarity.
