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Please. Simplest Pivot Table. [closed]

asked 2019-10-23 07:59:23 +0100

abrogard gravatar image

updated 2019-10-23 09:20:12 +0100

That is I THINK I want a pivot table.

I have printout of a bank statement. Transactions in date order down column one. date, amount, name, balance across the rows.

I, of course, want all the transactions of the same name to be grouped together and put in a column of their own -or the total of them at least.

So's I can see how we spent on Woollies, On Petrol at the gas station and so on...

I think that's a job for a pivot table?

But I can't get it to work. The nearest I've got is to have all the transactions with a total each in its own column - but that's EACH transaction, no all the 'gas station' or 'woolworth' stuff together but each different transaction in a row of its own.

Not really a help.

And when I go 'undo' I lose the sheet I started with, I think...

help... the bank wants to know how much we spend on this that and the other.... by tomorrow...

Just had a series of enormous hassles - full and disabled One Drive screwing everything and driving me nuts..

hope this helps:


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Closed for the following reason the question is answered, right answer was accepted by erAck
close date 2019-10-26 16:33:57.004541


Please attach a sample of what you have done?

m.a.riosv gravatar imagem.a.riosv ( 2019-10-23 08:33:12 +0100 )edit

hmmm.. h ow do I do that? seems no way in these comments..

abrogard gravatar imageabrogard ( 2019-10-23 08:39:50 +0100 )edit

I think editing your question and clicking on the clip.

m.a.riosv gravatar imagem.a.riosv ( 2019-10-23 08:50:05 +0100 )edit

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answered 2019-10-23 09:30:15 +0100

m.a.riosv gravatar image

Editing the Pivot Table move the name field to rows, and double click on it to mark to get the sum for the field.

And if you add the date as second field row, finish the edition and on going to any cell with the date, [F12] (Group & Outline) and there is the option to select how to group the dates.

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thanks a lot. :)

abrogard gravatar imageabrogard ( 2019-10-23 11:24:02 +0100 )edit

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Asked: 2019-10-23 07:59:23 +0100

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Last updated: Oct 23 '19