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Creating Report from a Transaction Table -- Possible?

  • May 10, 2018
  • 1 reply
  • 11 views
D

I have a table containing transaction data for an investment business. The fields are Customer, Investment, Transaction Type, Date, Amount. For example “John Smith”; “IBM”, “Dividend”; “20-05-2018”;"$500.00".

Transaction types could be: Purchase, Sale, Dividend

Is it possible to create a table for each customer, listing all their investments, containing the columns: Purchases; Sales; Dividends? We want to see the aggregate of all purchases for IBM, all sales of IBM stock and all dividends received from IBM.

I can’t find a way to pull in Purchases, Sales and Dividends in 3 seperate columns.

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      M

      @David_Drewienka I have a similar problem.
      I want to create an investment overview with one sheet for “transactions” and one “stock account” that takes transaction data into account automatically (e.g. updates dividend performance, etc.)

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