Showing accounts in Profit & Loss report pg 72 73

We can make the report show the accounts in each category. Here are the steps :

1. Select any filled cell in the report above.

2. Right-click once.

3. A floating menu will appear.

4. Select Wizard.

5. A dialog titled PivotTable and PivotChart Mizard Step 3 of 3 will appear.

6. Click the Layout button

7. A dialog titled PivotTable and PivotChart Wizard – Layout will appear.

8. The button PL-CATEGORY (partly hidden) should already be in the ROW box. The button RM-NET should also be in the DATA box. Now, drag the button ACCOUNTS into the ROW box but below the PL-CATEGORY button, and drop it there.

9. Click OK.

10. You will return to the previous dialog (Step 3 of 3).

11. In this previous dialog, click Finish.

12. You should see a Profit & Loss report (now with accounts column) in a new sheet.

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You can build from scratch the second report above by dragging appropriate buttons into the Layout box:

Click menu Data/PivotTable and PivotChart Wizard. Click Finish button. Drag the button PL-CATEGORY (partly hidden) into the ROW box and drop it there. Now, drag the button ACCOUNTS into the ROW box but below the PL-CATEGORY button, and drop it there Drag the button RM-NET into the DATA box and drop it there. Click OK. You should get the same report

The advantage of using the Pivot Table is that you can build and then delete the sheet. You can rebuild it again easily. The disadvantage is you cannot rearrange the position of items in the report.

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