BP 11122023 129pm - Flipbook - Page 135
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10. Excel will then open the new page where you may now choose the options for the Pivot
Table.
11. For the first sheet, please pull the Pivot Table Field labeled Contribution Date into the
Rows box at the bottom right-hand side of your sheet. Pull the Funds field directly
below the Posting Date in the Rows box and, lastly, pull the Amount field into the
Values box. Your table should now look like the example below. Clicking on the plus
sign located on the left hand side of the date listing in Row Labels will expand the
selection to show all of the detail associated with this summary.
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