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How To Analyze Bank Statements Fast With Pivot Tables - Calculated Fields, Custom Form

Written By Excel Campus - Jon on Thursday, Apr 01, 2021 | 12:24 PM

 
Sign up for our Excel webinar, times added weekly: https://www.excelcampus.com/blueprint-registration/ In this video, I demonstrate how to add calculated fields or calculated columns to pivot tables so that you can analyze and summarize the debits and credits on a bank or credit card statement. If you’d like to read the accompanying blog post on my website, you can access it here: https://www.excelcampus.com/pivot-tables/bank-statements-pivot-tables Related Links: 5 Reasons to Use an Excel Table as the Source of a Pivot Table https://www.excelcampus.com/tables/table-source-pivot-table/ Introduction to Pivot Tables, Charts, and Dashboards in Excel: https://www.youtube.com/watch?v=9NUjHBNWe9M&t=66s Refresh Pivot Table Automatically when Source Data Changes: https://www.youtube.com/watch?v=NI1UQcYtl1A&t=107s How to Calculate Total Daily Averages with Pivot Tables: https://www.youtube.com/watch?v=MDZ2Ti5iEu0 #MsExcel #ExcelCampus 00:00 Introduction 00:10 How to Analyze Bank Statement with Pivot Tables 00:43 Insert an Excel Table 01:21 Insert the Pivot Table 02:28 Add a Calculated Field 05:12 Add a Calculated Column