One source · ordered calendar fields
Turn dates into the comparison you need.
Place Year, Quarter and Month on either axis. Follow the highlighted real cells, then rearrange the same workbook yourself.
Teaching · read-only · Report!A1
Step 1 / 6Read the real date parts
Preparing the calendar layout worksheet…
Correct source/control cells or explicitly repair edited helpers. Previous valid report remains until correction.
Source records: . Active row order: ; column order: . Each report value uses original records.
| year → quarter → month | category=Cedar | category=Harbor | category=Lumen | Grand total |
|---|---|---|---|---|
| year=2024 · quarter=4 · month=12 | ||||
| year=2025 · quarter=1 · month=1 | ||||
| year=2025 · quarter=1 · month=2 | ||||
| year=2025 · quarter=1 · month=3 | ||||
| year=2025 · quarter=2 · month=4 | ||||
| year=2025 · quarter=2 · month=6 | ||||
| year=2025 · quarter=3 · month=7 | ||||
| year=2025 · quarter=3 · month=9 | ||||
| year=2025 · quarter=4 · month=10 | ||||
| year=2025 · quarter=4 · month=12 | ||||
| year=2026 · quarter=1 · month=1 | ||||
| Grand total |
Up to 50 original records; only observed field tuples plus grand totals are shown. Empty Average is undefined; Count counts the numeric Amount records. Native files contain explicit Year/Quarter/Month helper fields, not an automatically grouped date field. Desktop Excel refresh/edit/save remains unverified.