Creating an Account Balance chart using a PivotTable from an imported set of Bank data

Ave663

New Member
Joined
Jan 23, 2020
Messages
16
Office Version
  1. 365
Platform
  1. Windows
Hi Chaps,

There are a few old posts around stuff like this but nothing that i can find that seems to get to the crux of what the problem i am having...

Bottom line - I want to be able to create a chart showing the balance in my bank account(s) over time

Project Outline:
- I have bank data imported into my Excel sheet through Power Query that can be updated every monthy by adding in a new account csv and it automatically refreshing the data in my sheet... works a treat - so i have all my account transactions from all my bank accounts from a number of banks i have my accounts in put into a lovely data table... that includes the balance after each transaction from any of the accounts...
- I want to create a pivotchart from this data such that i can select any of my accounts and it then plot the balance of that account over time in a pivot chart

I cant seem to get the right format of the pivot table in place in the right way to allow... I have attached a screenshot of the type of simple format i think i need...nothing complicated about that but i might be missing a REALLY simple trick here to just get the data in the right table output...

There are a number of posts I have found on topics like this that require an original statement of balance to start and then to plot the on-going balance by calculating it through transactions made but i'd like to see if i can get it all run directly from my imported account data on its own if i can so i have a minimum of additional stuff going on...as i have the information all there in front of me with the imported data anyway.

Thanks in advance...
Ian
 

Attachments

  • Account Balance Example Outline.png
    Account Balance Example Outline.png
    8.6 KB · Views: 11

Excel Facts

Pivot Table Drill Down
Double-click any number in a pivot table to create a new report showing all detail rows that make up that number

Watch MrExcel Video

Forum statistics

Threads
1,129,507
Messages
5,636,731
Members
416,937
Latest member
crispix

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Top