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Replace Advanced Field to the Profit And Loss Statement

Replace Advanced Field to the Profit And Loss Statement

Aug 6th, 2022

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How to Replace Advanced Field to the Profit And Loss Statement

4.6 out of 5

37 votes

creating an Excel pivot table profit and loss statement is surprisingly easy and because its a pivot table you can team up with slicers to make it interactive and while youre at it you might as well add some conditional formatting to make reading what is usually a drab report at least quick and easy lets have a look this is the data Ill be using notice its already in a tabular layout and each account is classified into an account group and these account groups represent the different sections of a profit and loss statement now Ive also got regional and financial year columns that I can use in slices to filter my PL and in this case I have actual and budget data but you might only have actuals alright lets insert a pivot table Im going to pop it on this sheet here called PL and well put it in cell b3 so I want my account group and account in the row labels and the actual and budget and the values areas lets apply some number formatting these are currency values and no decima

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