Pivot Table With Group By Date: Excel Spreadsheet Tracking Yearly Accounting, Metadata, Formulas Excel help response (05 Feb 2022)

I would first try making a pivot table from the data and use the grouping in the date rows to get totals by month and year

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Pivot table with group by date

Excel Help for Pivot Table With Group By Date in Analyzing Corporate Financial Data

Pivot Table With Group By Date