Please. Simplest Pivot Table

[abrogard]

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:

EDIT:

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[mariosv]

Please attach a sample of what you have done?

[abrogard]

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

[mariosv]

I think editing your question and clicking on the clip.

[mariosv]

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.

[abrogard]

thanks a lot.