Pivot table for financial statement with months as columns

[be26268]

Hi,

Please see if you can help. Excel 2010. I set up a trial balance as following:

1/31/2000 2/28/2000 3/31/2000 ------- 12/31/2012
Acct # 1
Acct # 2
Acct # 3
Acct # 4

I was able to use pivot table to set up the balance sheet and income statement. I need help on the following:

1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.

2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?

Thanks for your time and help in advance,

Kevin

 

[Andrew Poulsom]

To be able to group the dates in your pivot table the data needs to be set out in first normal form like this:

Account Date Amount

Date then becomes one field rather than multiple fields.