Sum by Day, Average by Month

[anovohatski1]

Good morning,

I am hoping that someone could help me out. For the below data set, i need to be able to find my daily cash balance (sum function) and also my monthly average balance. I have daily data for multiple years, so i would need to build something dynamic that could do that. Any ideas/suggestions would be highly appreciated!

Daily Sum

Date	Daily Sum
3/1/20	$         7.00
3/2/20	$         7.50
3/3/20	$       16.23
3/4/20	$         7.35

Monthly Average

Date	Monthly Avg
Mar-20	$         9.52

Data

Name	Date	Cash
Alan	3/1/20	$         2.50
Bob	3/1/20	$         3.25
Mark	3/1/20	$         1.25
Alan	3/2/20	$         0.75
Bob	3/2/20	$         1.75
Mark	3/2/20	$         5.00
Alan	3/3/20	$         4.35
Bob	3/3/20	$         3.99
Mark	3/3/20	$         7.89
Alan	3/4/20	$         0.25
Bob	3/4/20	$         4.10
Mark	3/4/20	$         3.00

[PhilipMannering · Accepted solution]

Hi @anovohatski1 

Would this do the trick?

[anovohatski1]

Hi @PhilipMannering 

Thank you! Double Summarize function did the trick.