Hi All,
I am using a pivot table to show an investment portfolio's position split by investment type and then individual holdings within each type, but there are two things I cannot represent in the pivot table the way I would like:
- The data table the pivot table is drawing from has yield % for each holding which is fine, but I cannot find a setting that shows the yield % for individual holdings and also a weighted yield % for each type of investment and the total portfolio yield % as well.
- I cannot bring text fields through, i.e. each holding is part of an account (3 types) and I want that account name shown for each holding, however when I put it in "Column Labels" it inserts 3 columns and a numerical value for each holding.
Can anybody help?!?!
Thanks!
Alex
I am using a pivot table to show an investment portfolio's position split by investment type and then individual holdings within each type, but there are two things I cannot represent in the pivot table the way I would like:
- The data table the pivot table is drawing from has yield % for each holding which is fine, but I cannot find a setting that shows the yield % for individual holdings and also a weighted yield % for each type of investment and the total portfolio yield % as well.
- I cannot bring text fields through, i.e. each holding is part of an account (3 types) and I want that account name shown for each holding, however when I put it in "Column Labels" it inserts 3 columns and a numerical value for each holding.
Can anybody help?!?!
Thanks!
Alex
