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Transform data to have a Monthly subtotal by Column

  1. #1
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    Transform data to have a Monthly subtotal by Column

    Hi, please see attached. Its a data for Travel Advance Claim by employee. It has the Claim Date, Claim Amount, Return Date, Return Amount and Expense Amount (which is Claim amt - Return amt)

    I have compile the raw data for one whole year, but then my boss wan to be able to see as at every month end, what is the Balance as at every month and what does it make up of.

    He give me a sample template. HOwever, i find it require a lot of manual copy and paste and very prone to error.

    Is there any way, that from my source data, using Query or Pivot Table to be able to generate what he wan?
    Attached Files Attached Files
    Last edited by jp16; 09-22-2019 at 11:06 PM. Reason: Change Title

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: Need help in tranform Raw Data to boss's report requirement

    Title amended. Answer reinstated
    Last edited by Pepe Le Mokko; 09-23-2019 at 03:43 AM.

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    Re: Need help in tranform Raw Data to boss's report requirement

    I used formulas. Please see the attachment.
    Attached Files Attached Files
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    Re: Transform data to have a Monthly subtotal by Column

    Hi, i had change the title. Please see if its ok. Sorry for the inconvenience.

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