Summarizing Data by Month/Year with 5 categories to get Sums

[Analyst214]

Hello,

I have been trying to find a solution in designer over the past couple of days to replace an antiquated way of building a model in excel and manually copy and pasting the values from a pivot table. I have tried the sort tool and formula tool in combinations to solve my problem and have learned a great deal but im coming up short in regards to my own situation so i thought i can use some external input.

I have to get the sums for each date "month/year" 5 categories deep

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On the left is an example of what I need for instance the cell for Mar-19 on the very bottom left  is total revenue for              "Class/ Residential". "inside" , "75" , "Transaction Amount" ....5 categories deep

I also need to do that in regards to the consumption column to get consumption totals per month and the accounts column "customer id" so it can count each individual id  at that point in time "month/year"

Having a workflow to automate this would be awesome,

Any input welcome thanks.

[cmcclellan · Accepted solution]

This isn't exact, but hopefully it will help.

If you need more changes just let me know :) 

[Analyst214]

Thanks! the numbers may be a little off but certainly a step in the right direction i will try to work with this and see if I can get it closer.

[cmcclellan]

No worries, I saw the numbers were off and maybe I combined the fields too much, but please let me know if you need more help