Pivottable P&L

This template organizes profit and loss data using PivotTables, facilitating dynamic analysis and visualization for financial performance assessment and decision-making.

Instructions

Make changes directly in the Profit & Loss tab
Click Data > Refresh All to refresh the pivot table
Navigate to P&L PivotTable tab
Extend Dates in timeline slicer
Expand rows in pivot table to see account details
Select accounts from slicer to hide / show accounts
Double click values on the PivotTable to generate a new table

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