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Creating an Excel pivot table for a profit and loss statement is straightforward. You can enhance this pivot table with slicers for interactivity and apply conditional formatting for easier readability. The data used is in a tabular layout, with accounts classified into groups, each representing sections of the profit and loss statement. The data includes Regional and financial year columns for filtering, as well as actual and budget values. To begin, insert a pivot table on the designated sheet and place it in cell B3. Set the account group and individual accounts as row labels, while positioning actual and budget values in the values area. Ensure to apply appropriate number formatting for currency without decimals.
