Pivot Table data by month

[vlad_kutateladze]

Hi,

I read all discussions about Pivot Tables like in Excel, but still cant find the way how to  display data like below image. 

I am trying to  display category and subcategory per month. 

Thank you.

[danilang · Accepted solution]

Hi @vlad_kutateladze

Here is a solution that gets you close.  The trick is to break it down into Line item, Subtotal and Grandtotal record sets  and then use a combination of joins and unions to build up the final table

Dan

[ponraj · Accepted solution]

Here is the sample workflow for your case.  Hope this is helpful. 

WorkflowResult

[sgrabish1]

I had similar issue to contend with!  Going to check out the below solution and see if that does the job.

Stan