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Pivot Table Credit and Debit Codes

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    Pivot Table Credit and Debit Codes

    I have a table of data that has an amount field that is always positive and then a debit_credit_flag that contains a "d" or "c" depending on whether it is a debit or a credit. I want to create a pivot table that summarizes the debits and credits and has a total field of credit minus debit. How can I get the "credit - debit" calculated field into the pivot table?

    Thanks,
    Jeremy

  2. #2
    Forum Guru DonkeyOte's Avatar
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    Re: Pivot Table Credit and Debit Codes

    Jeremy, the simplest thing would be to create a 2nd value field at source

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    use debit_credit_flag as column label and above column as data field.
    if you don't want to see the credits as negative in the Pivot simply apply a Custom Number Format such that they appear positive.

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    Re: Pivot Table Credit and Debit Codes

    Excellent. Thank you.

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