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I have an electronic statement from my broker that lists daily p/l and the
acct balance. I have built a pivot table over the data, and the MTD P/L shows fine, but is there a way to get the Pivot Table to show the ending balance for prior months (and the current balance for the current month)? I can only get the PTable to total the balance field, which is not correct. For example: Statement: Date P/L Balance 1/31 -300 10000 2/1 500 10500 2/2 -200 10300 2/3 100 10400 Pivot Table: Month P/L Balance Jan 1500 10000 Feb 400 10400 Thanks! |
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