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calculate net income i.e. revenues (-) expenses in a pivot table

  1. #1
    jbesr1230
    Guest

    calculate net income i.e. revenues (-) expenses in a pivot table

    Hello,
    I need to calculate net income i.e. revenues (-) expenses in a pivot
    table. My source data is all positive amounts. I do have a field that
    identifies the amount as a Revenue or Expense.
    Source fields are:
    1.. month/yr
    2. Section
    3.GL Number
    4.GL Line item description
    5.$_amount
    6 Rev_Exp _ID

    Once the pivot table is setup how can I get a TOTAL calculation that is
    revenues (-) expenses by Section by month/Yr?

    Column fields are: Month/Yr
    Row fields are: Section, GL Number, GL line item description,
    Rev_Exp_ID
    Data is Sum of $_amount.

    Thanks

    JB.


  2. #2
    Forum Contributor
    Join Date
    01-23-2006
    Posts
    194
    Try creating a 'calculated item' eual to Revenue-Expense .. or better create a helper column using a formula like
    =if([cell containing the word 'Revenue']="Revenue",[amount column],[amount column * -1)

    Then use that column in the pivot table as expenses will then all be negative.

    regards..

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