I have done this one year ago, but as soon as a new year come in, for the life of me, I cannot remember how to do it (I shall keep notes this time):
I have a table with every expense I go through, and I create a summary pivot table. This is what I want to do in the pivot table:
(in parenthesis: the respective rows in the picture for reference)
- Group by year and month (Rows 10 to 24)
- Have the year show a subtotal per section (Row 10 and 23)
- When the year is over, I collapse the year (Row 5 to 9)
I was able to do it in previous years, but every year is a struggle and this time. So far I’m able to ungroup and group by year and month, but I cannot reproduce to have the summary total at the year level and to collapse individual years.
This is a screenshot of what it looks like when working (although, now I want to collapse 2022):
Any help will be greatly appreciated.