calculate net income i.e. revenues (-) expenses in a pivot table

J

jbesr1230

Hello,
I need to calculate net income i.e. revenues (-) expenses in a pivot
table. My source data is all positive amounts. I do have a field that
identifies the amount as a Revenue or Expense.
Source fields are:
1.. month/yr
2. Section
3.GL Number
4.GL Line item description
5.$_amount
6 Rev_Exp _ID

Once the pivot table is setup how can I get a TOTAL calculation that is
revenues (-) expenses by Section by month/Yr?

Column fields are: Month/Yr
Row fields are: Section, GL Number, GL line item description,
Rev_Exp_ID
Data is Sum of $_amount.

Thanks

JB.
 
S

steven1001

Try creating a 'calculated item' eual to Revenue-Expense .. or better
create a helper column using a formula like
=if([cell containing the word 'Revenue']="Revenue",[amount
column],[amount column * -1)

Then use that column in the pivot table as expenses will then all be
negative.

regards..
 

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