Challenge #457: Profit and Loss Statement

[lisahitch95]

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[SamBreen]

My first run, the months were not in the correct order, but a simple work around fixed that :)

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[Erin]

Completed suggested match and added an additional flow to output report by year.

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[JBevan89]

I think the answer is incorrect and hence everyone got it wrong 🙄 because the answer seems to include all years, whereas the question says 2024.

For brownie points, I have added a Profit row you will see🍰

[MOHAMED ISMAIL]

My quick win 

[Spainey]

A nice easy one :)

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Had to change some data types as the keys were imported as Double type. Then I joined by Account Key to bring in the Report Class and Account names. 
I pulled the Month name from the Date field using the DateTimeFormat() function and the "%B" format. I aggregated the Amount by Month and Class, and then used a Cross Tab tool to transform the data - before using a Select tool to set the column order. 

[lucascmdias]

Here

[ahsanaali]

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[Tosca]

A couple notes for this challenge:

The directions indicate to make a report of 2024 data. However the file contained multiple years and the provided Output solution did not filter the dates.

I've seen some interesting/creative solutions to ordering the months. Mine seems simpler but: I just used a Select Tool to reorder the months by their calendar sequence rather than alphabetically. After the Cross Tab tool, Select will treat each month as an independent column, allowing custom "sort" order. Hope that might be of help to others!

[Amy_smart]

Here is my solution.