Learn how to use Pivot Tables in Excel to easily summarize data. The example uses income and expense data and shows how to summarize by account, category and date. See the corresponding blog article: https://www.vertex42.com/blog/excel-t...

0:14 How to Insert a Pivot Table
1:06 Using the field list pane to construct the Pivot Table
1:54 Add a Calculated Field
2:29 Changing the number formatting
2:47 Summarize data by month
3:03 Use the Timeline feature to filter by month
3:28 Show a running balance for each account by date

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