At the sheet level, conditional running totals require focused expressions, but an Excel PivotTable requires only a few field swaps. Susan Harkins shows you how.

In some cases, CPAs find they want to further refine their PivotTable reports using Excel’s full complement of editing tools, but their hands are tied by the PivotTable structure. In this situation, ...

Using Excel’s PivotTables and PivotCharts, you can quickly analyze large data sets, summarize key data, and present it in easy-to-read format. Here’s how to get started with these powerful tools.

How to build a PivotTable in Excel. This section is a tutorial on building a PivotTable. If you know how to build one, you can skip this section.

Go to the PivotTable Analyze tab, choose Fields, Items & Sets, and click on Calculated Item. Assign a name to your calculated item and define the formula using the item names from your data.