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

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)

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