Pivot - Beginning, Activity, Ending

Mischief63

New Member
Joined
Apr 15, 2017
Messages
21
Trying to design a pivot table (unfort can't use PQ) to design financial stmnts with columns for:

beginning bal, then activity, then ending balance.

I was able to create a column in the fact table showing only the beginning balances, but I can't seem to get this to work in the pivots.

It would seem like it's a very common thing to do. I'm mystified that there's not more information on it.

Any ideas? Thanks!
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).

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