Summary by month

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1

I have a journal of financial entries that occurred during a month and as it is a journal, various dates throughout a month are present.

I need to be able to create a summary table (and then a graph) which sums the data by month (Jan 2024, Feb 2024, etc.) and the total for the monthly entries.

I can create a sum table and group by date but then I get all entries that occurred on the date of the month so might have 10 entries for the month, one for each data there was activity.

How can I accomplish this?

2

Hi Ed!

You’ll need to create Month and Year columns that extract these details from your Date column. Then, group by these new columns to create summary tables.

The Working with Dates webinar has a good walkthrough covering this! The clip below should start at the relevant section of the webinar (11:08).

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3

Thank you very much. The year and month columns in the video helped me to create the summary table I was looking for.

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