How to Build a PivotTable Profit & Loss in Excel

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PivotTable’s are one of the most popular features that Excel has to offer and for good reason - PivotTables unlock a TON of functionality. Group your profit and loss at multiple levels easily using pivottable.

⏱️ TIMESTAMPS
0:00 Intro
0:13 Step 1: Organizing Our Information
1:52 Step 2: Unpivotting our information Via Power query
7:42 What is so Amazing about Power query
8:08 Create our Pivottable
12:08 Add a Slicer to our Table

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#Accounting #Financials #accountingprofessionals #Profit #Profitandloss #Excel #Exceltables #pivotable #Tutorial #yourcfoguy

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Download the worksheet for FREE with coupon code PTPL7 before 7/12!

yourcfoguy

Nicely done. This is very informative. I need to practice to create a good P & L like this.

TanyaYacapiloveyou

Incerdible to get such high value content for free, thank you sir!

ayoootypeshiii

Thank you! I just subbed to your channel

QrooSpanish

Love it . Top job. Love the icons, emoj.

Que-what

OMG, this is awesome. Thank you for sharing this.

bushraikram

Great lecture I like it too much Thank you.

alamiralshafay

Can you guide us to create Segment Profit & Loss where we need to prepare P&L for multiple branches

MohammedZiyad-zh

Great video. Just wondering whether we can do a Gross margin % based on the PV table created?

powerstill

Hi Josh, do you have also the blank template to follow along, please? :)

financnifitness

You work from an existing PL, it's not the reality, you have to work from the accounting detail entry and it's not the same thing, it's very complicated in Power Pivot as in Power bI

JeanMarcSoulié-hv

Will this update dynamically when data for a new month is added to the original source data?

JTB-ne

Please extend free code to help a guy out thanks.

billgyrotech

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