![]() ![]() Next, select and drag the Expense column to the Values area.The PivotTable will display the sum of values in the Income column. After that, select and drag the Income column to the Values area.PivotTable Fields list will appear on the right of the screen. Firstly, select the location where you want your Pivot Table.Finally, select Summarize with PivotTable from the Table Design tab.After that, go to the Table Design tab.Finally, press OK and you will get your table.Then, select My table has headers option.Next, check if the table selection is all right.After that, a dialog box will appear on the screen.Thirdly, select Table from the Insert tab.Let’s see how to track income and expenses in excel with the use of Pivot Table. We will use the same data and will calculate the Income & Expense Summary. In this 2nd method, I will use the Pivot table to track income and expenses. Tracking Income and Expenses in Excel by Using Pivot Table Read More: How to Make an Expense Spreadsheet in Excel (2 Suitable Ways)Ģ. ![]() Finally, press ENTER and you will get your Expense Percentage.This formula will divide the Total Expense by the Total Income and then multiply it by 100% to return the Expense Percentage as result. ![]()
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