pnl

  1. G

    How to maintain a Filter without resetting when Grouping and Ungrouping rows

    Hi All, I am running a filter with a bunch of groups for my PnL. The challenge is that I have a column that lets me know that a particular row has no values and to reflect "H" (Hide) or "K" (Keep). So when I use the filter it hides the empty rows for that particular PnL. Its a template so these...
  2. JackDanIce

    Add vertical line to chart

    Hi, I have a graph based on a 3-column data table where x- axis is time (months, Jun 2019 to Dec 2020) Primary y-axis is account balance ($0 to $3.5m) Secondary y-axis is PnL (-$300k to $200k) August 2020 is first month PnL > $0 (Aug 2020 as the answer is calculated in a different cell) How...
  3. W

    Create a live picture of linked cells?

    Not sure how best to word this, but I have a financial dashboard with columns that are formatted width wise for other items on my dashboard, along with graphs, but I also want to include a snap shot of a PnL. The problem is my PnL column width are formatted much different than the columns of my...
  4. G

    Pivot Table Calculated Item Includes all accounts from Profit and Loss Statement

    GM Excel Crew, I am having trouble and I need some expert advice. I am recreating a PnL statement using a Pivot table. It gives me lots of flexibility for my needs for analysis. However, there is one problem that is driving me nuts. In this PnL there are lets say 50 accounts. Of course its...

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