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In this video, I demonstrate how to add calculated fields or calculated columns to pivot tables so that you can analyze and summarize the debits and credits on a bank or credit card statement.
If you’d like to read the accompanying blog post on my website, you can access it here: https://www.excelcampus.com/pivot-tables/bank-statements-pivot-tables
Related Links:
5 Reasons to Use an Excel Table as the Source of a Pivot Table
https://www.excelcampus.com/tables/table-source-pivot-table/
Introduction to Pivot Tables, Charts, and Dashboards in Excel:
https://www.youtube.com/watch?v=9NUjHBNWe9M&t=66s
Refresh Pivot Table Automatically when Source Data Changes:
https://www.youtube.com/watch?v=NI1UQcYtl1A&t=107s
How to Calculate Total Daily Averages with Pivot Tables:
https://www.youtube.com/watch?v=MDZ2Ti5iEu0
#MsExcel #ExcelCampus
00:00 Introduction
00:10 How to Analyze Bank Statement with Pivot Tables
00:43 Insert an Excel Table
01:21 Insert the Pivot Table
02:28 Add a Calculated Field
05:12 Add a Calculated Column