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Trust Financial Statements Format in Excel

Trust Financial Statements Format in Excel

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creating an Excel pivot table profit and loss statement is surprisingly easy and because it's a pivot table you can Team it with slices to make it interactive and while you're at it you might as well add some conditional formatting to make reading what is usually a drab report at least quick and easy let's have a look this is the data I'll be using notice it's already in a tabular layout and each account is classified into an account group and these account groups represent the different sections of a profit and loss statement now I've also got Regional and financial year columns that I can use in slices to filter my p&l and in this case I have actual and budget data but you might only have actuals all right let's insert a pivot table I'm going to pop it on this sheet here called p&l and we'll put it in cell B3 so I want my account group and account in the row labels and the actual and budget in the

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