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Getting new totals from pivot table

  1. #1
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    Getting new totals from pivot table

    Thanks for the help in advance

    So I had 2 columns which were "Symbol" and "Type" and I figured that I needed to create helper
    names so they could be grouped together according to ca-Cash, cs-common stock and mf-mutual fund -
    See attached


    So I have to be able to see how much stock exposure each client has and would like to be able
    to get a total for stocks by subtracting the cash and mutual funds from the total. Also would
    like to be able to get the total of the cash and mutual funds as well

  2. #2
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    Re: Getting new totals from pivot table

    I added a 'helper' column.... combined cash and mutuals into one. put back into your pivot table and subtracted from Grand Total....if you Freeze the columns, you can see headings better.
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