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Analyzing Bank Statements with Pivot Tables

 
 
Sleuth
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      19th Nov 2009
I would like to perform analysis of a several years of bank statements. I
wish to be able to identify the main source of deposits and the main
recipient of funds plus identify any trends that exist when monies come in as
to who it then is sent to. I tried creating a pivot table but it only counts
the number of credits and debits whereas I would like that plus be able to
see dollar amounts. The trend thing really has me stumped. I don't think that
is possible
 
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Fred Smith
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      19th Nov 2009
Change the function from Count to Sum. Right-Click on the column of numbers,
and it will give you an option to change. The specific instructions will
depend on what version of Excel you are using.

Regards,
Fred.

"Sleuth" <(E-Mail Removed)> wrote in message
news9698421-2217-4426-A54E-(E-Mail Removed)...
>I would like to perform analysis of a several years of bank statements. I
> wish to be able to identify the main source of deposits and the main
> recipient of funds plus identify any trends that exist when monies come in
> as
> to who it then is sent to. I tried creating a pivot table but it only
> counts
> the number of credits and debits whereas I would like that plus be able to
> see dollar amounts. The trend thing really has me stumped. I don't think
> that
> is possible


 
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