Hi,
I'm trying to build out an income statement pivot table and I created different category columns where I have everything broken out based on each entry from the GL data.
I'm using a VLOOKUP to look up the category/sub-category values for 600020 and this is showing properly in the pivot table. However, now this same 600020 needs to be added back on a new category line called "Restructuring" so the total net income amount shows accurately. I don't want to manually add a new line in the GL data for this called "Restructuring", I want to use the data as it is exported.
I was looking at trying to use a "Calculated Field" but it just adds a new column instead of row, is there a way I can achieve this using a pivot table?
Thank you!
I'm trying to build out an income statement pivot table and I created different category columns where I have everything broken out based on each entry from the GL data.
I'm using a VLOOKUP to look up the category/sub-category values for 600020 and this is showing properly in the pivot table. However, now this same 600020 needs to be added back on a new category line called "Restructuring" so the total net income amount shows accurately. I don't want to manually add a new line in the GL data for this called "Restructuring", I want to use the data as it is exported.
I was looking at trying to use a "Calculated Field" but it just adds a new column instead of row, is there a way I can achieve this using a pivot table?
GL Code | Category | Sub-Category |
600020 | SG&A | Other Expenses |
... | ... | ... |
600020 | Restructuring | Restructuring |
Thank you!