Group payments by Month and Year -- 2
Budget: $10 – $30 USD
I have a list of payments and I want to create a pivot table that shows the payments due on a monthly basis (e.g., June 2022, July 2022). The pivot table should include these columns: Month/Year subtotal, Org Name, Date of Payment, ID1, ID2 and Amount. What is the best way to do this? Please share recording. Should I create a Year and a Month Column in my source data and then create the Pivot Table? Or is there a way to create a combined month/year column and do subtotals based off that in pivot table?