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Here's how to format your accounting Excel Pivot Tables in three easy steps

by , 24 July 2014
When it comes to doing your company's accounting, Excel can be really useful. It's a simple programme with lots of tricks up its sleeves.

But it may still seem like a very time consuming process because, after all, you still have to enter everything and analyse it.

It's not! If you use an Excel Pivot Table for your Excel accounting records all of this gets much easier. With a Pivot Table you can transport and change data simply and easily, instead of having to re-enter everything from scratch.

In fact, you can format your Excel Pivot Table in just three easy steps...

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Here's why you should use an Excel Pivot Table for your accounting records

 
The experts behind the Practical Accountancy Loose Leaf Service highly recommend the use of Microsoft Excel Pivot Tables. You can use them as a way to move, simplify and analyse your accounting data easily.
 
And they're really simple to create. You can also pull raw data you want from any existing Excel workbook into them. This gives you the ability to pull separate information, such as your sales figures for 2014 from your general profit and loss statement.
 
But the experts also recommend them because, unlike traditional Excel reports, you can easily change their format. Here's how to do it in just three steps...
 

Reformat your Excel Pivot Table using these three steps

 
Step #1: Right click on any field in the Pivot Table and select 'Value Field Settings'.
 
Step #2: Click on the 'Number Format' button.
 
Step #3: For format, choose 'Custom' from the category list. Then Select the 'Type' box and enter the format you prefer. Now click 'OK'.
 
See, it's that simple to use and format your Excel Pivot Table to make your company's accounting records easier and simpler. 
 
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