Monthly Columns by Category and Sub-Category

[ecurran_traxion]

Hello everyone, 

I tried to implement a few solutions suggested here, but I'm not having much success. Admittedly, I'm new to this. 🙃

In the attached Excel file, I have an example of the Source File and the Output table I'm trying to create. 

The output table would take the source file and parse revenue into months and sub-categories (Customer / Sub-customer). 

I can't seem to find a solution that fits this use case specifically. Any guidance would be extremely appreciated.

Thanks in advance if you can help. 

[MichaelSu · Accepted solution]

Hi @ecurran_traxion ,

Please see attached. I leveraged the Add Total Crew Macro in order to calculate the totals at the end. Please let me know your thoughts.

Thanks,

Mike

[Qiu · Accepted solution]

@ecurran_traxion 

Had to spend some tools for the specific format.

[ecurran_traxion]

Thank you so much Michael and Qui. There's much I can learn from both your responses. I appreciate it very much. 

[Qiu]

@ecurran_traxion 

Glad to help and thank you for the accept mark.

Maybe you can also mark @MichaelSu  solution as accept, so others can refer.

[MichaelSu]

@Qiu @ecurran_traxion  cool! happy to help.