Creating Monthly or Quarterly Income Statement Reports

Fri, 22 Jun 2012 | Trial Balance

Add a comparison of quarterly Income Statement reports by adding the quarterly month columns March 2003, June 2003, September 2003, and so on, to the PivotTable report.

^ To create a PivotTable report to compare monthly Income Statement balances figures:

1. Copy worksheet 73 — PivotTable PL Group by clicking the worksheet tab, pressing <Ctrl>, dragging it and then releasing the <Ctrl> key and the mouse.

2. Change the worksheet name to 74 — PivotTable Monthly.

3. Add the months you want to compare or add the quarterly months (March, June, and so on) from PivotTable Field List dialog box to the Data area in the Pivot Table report. (If the PivotTable Field List dialog box is not visible, click the rightmost icon in the PivotTable toolbar.)

PivotTable Field List x

Drag items to the PivotTable report

■ October 2002 F] November 2002

■ g December 2U02 g January 2003

■ g May 2003 „ g June 2003

flfid To

Row Area "

NOTE:

The PivotTable Field List dialog box is new in Excel 2002 and later. In Excel 2000, drag a field from the Fields buttons at the bottom of the PivotTable toolbar; in Excel 97, drag the field in the Layout dialog box in Step 3 of the PivotTable Wizard.

File Edit View Insert Format lools Data Window Help

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4. After adding the months you want to compare and analyze, add the calculated Fields and format according to the techniques explained in To format and modify the Field name, page 240.

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