Starting from a table like:
Stock Action Shares AAPL BUY 100 AAPL BUY 200 MSFT BUY 100 MSFT BUY 200 MSFT SELL -100
Stock Price AAPL 105.5 MSFT 221.2
I'd like to get a table like:
Stock Shares Price Value AAPL 300 105.5 $31,650 MSFT 200 221.2 $44,240
Just a basic portfolio value report.
Pivot table is great at aggregating the shares, but I can't find a way to add the value calculation. I set up a data model and linked symbol on the two tables, then, if I start with the price table I can put the total shares next to it but when I put the price in, I can only choose sum of price ->
It feels like I'm close.