Grouping Like Amounts by Date Range

[amcghee1990]

Hello, 

I'm trying to figure out how to take the data set below that is currently broken out by one month increments and show it in a date range by like amounts. For example, I currently have a summarize tool that is taking the min start date and max end date but that doesn't work in this scenario because we have a different amounts that falls between those dates (December 2021 and January 2022).  

I need it to be like this

7/1/2021 - 11/30/2021 = 11,050

12/1/2021 - 12/31/2021 = 0.00

1/1/2022 - 1/31/2022 = 3996.17

2/1/2022 - 3/31/2022 = 11,050

[atcodedog05]

Hi @amcghee1990 

You would need to share the input file too.

Happy to help : )

[amcghee1990]

Oops here you go! 

[atcodedog05]

Hi @amcghee1990 

there is a csv file 😅

[amcghee1990]

Sorry! I can't attached the complete file because it's too big. This is a breakdown of the original CSV file. The other files aren't relevant to what I'm trying to do. The other file is just adding the account number but that doesn't change the dates and dollars!

[atcodedog05]

Hi @amcghee1990 

I am getting error as column missing in excel file.

can you provide the extracted data from the screenshot step I can build the logic from there.

Happy to help : )

[amcghee1990]

I'm sorry! 

[atcodedog05]

Hi @amcghee1990 

if this is monthly grouping why is the red highlighted dates there which are not the same month end.

I need it to be like this

7/1/2021 - 11/30/2021 = 11,050

12/1/2021 - 12/31/2021 = 0.00

1/1/2022 - 1/31/2022 = 3996.17

2/1/2022 - 3/31/2022 = 11,050

[amcghee1990]

The above is a lease payment schedule. The amounts are the same but December and January we got a rent payment discount. Does that make sense? The original file is only showing in one month increments but I need my output to group dates like above. 

[amcghee1990]

Basically I need to group the dates by amount but if there's a change in amount it needs to be broken out by month like the December and January payments above.