There are so many benefits to working in a table format…one of the biggest being your ability to load it into the Power Query Editor Highlight your data, and hit Control + T. These 2 columns will allow you to aggregate your data in your PivotTable so you can have the right mix of detail vs summary as you expand and collapseģ️⃣ Convert your Profit & Loss to a table If you don’t have an accounting software, you can go ahead and create your own profit & lossĢ️⃣ Add 2 columns for Grouping 1 and Grouping 2 Start by exporting your Profit & Loss from your accounting software on a monthly basis Now I’m here to explain step by step how you can create one yourself Learn how to build a PivotTable Profit & lossĪ few weeks ago I did a post on the benefits of creating a PivotTable Profit & loss (check it out over here )
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