Grouping and sub-total data based on specific grouping on a column

[Ronak_Kothari]

Hello all,

I've tried going through many discussions but was not able to find the solution to this. Any help is greatly appreciated.

I need to firstly sort the data with "Pay date" on new to old. Then I need to add sub total to "Amount (Base)" column with breaks at every month (so that it shows totals based on each different month separately). File with data is attached. Please advise.

Below is how the data originally looks:

Below is how the data should look after formatting.

[usmanbashir · Accepted solution]

@Ronak_Kothari - see attached workflow. Hope this helps!

[Ronak_Kothari]

@usmanbashir Mind blowing! Thanks a ton for the quick response!

[binuacs · Accepted solution]

@Ronak_Kothari using batch macro