List of open accounts with Pivot table

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Hi ther

Excel 2003: I would like to create a list of open accounts receivable with Pivot. My columns are Date, Client, Invoice No, Amount open. I want Excel to list all invoices open only (column "Amount open" does not equal 0), not all invoices. Unfortunately Excel delivers all invoices including the ones with amount = 0. Any suggestions anyone

Stefan
 
You can add a column to the source table, in which you calculate the
account status. For example, if the Amount data starts in J2, enter the
following formula in row 2 of the Status column:
=IF(J2<>0,"Open","Closed")

Add Status to the Page area of the pivot table, and choose Open from the
Status field dropdown list.
 

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