Pivot table. First category is account, under that is maturity year for a bond, and under that is the month of the maturity. The cash values for the account as a whole, the amount for the specified year, and the specified months are all listed in the column to the right. I need to figure out how to calculate the percentage of cash in in each year compared all to the years and the percentage of cash in one month when compared to all the months. I titled the cash column as "Amount". I was using a calculated field but I cannot specify using "Amount for Year"and "Amount for Month".
Solved by V. B. in 40 mins