Forum Discussion
Match organisations with transactions (Building a personal finance report)
Hello, I am trying to keep track of someone's finance. Issue: she deals with multiple banks, and for each bank, has several accounts, and each account has different attributes. I want to run reports ...
- You can solve this in several ways. If you are thinking of using a pivot table, insert one but check the "use data model" box. As soon as you do that, you will be able to use fields from more than one table in the pivot table. You will have to set the relation between both tables (Excel will ask you to do so as soon as you drag a field form a second table onto your pivottable).
You can solve this in several ways. If you are thinking of using a pivot table, insert one but check the "use data model" box. As soon as you do that, you will be able to use fields from more than one table in the pivot table. You will have to set the relation between both tables (Excel will ask you to do so as soon as you drag a field form a second table onto your pivottable).
Thank you, I did not know this feature in Pivot!
