Group amounts and dates on the working sheet

Follow each original record into its interval. Inspect actual formulas in Teaching, then edit this same workbook in Practice. Your source stays in this browser.

Teaching · read-only · Report!A1

Step 1 / 6Keep every original dated observation

Inspect

Real numeric dates and signed amounts remain in Source. Grouping changes membership, never the number of original records. Teaching is read-only; switch to Your turn to edit.

Bands!D2 · (blank)
No formula applied

Preparing the actual interval worksheet…

Correct source/controls or explicitly restore edited calculation helpers. Previous valid results do not certify edited cells.

Copy this working source and calculation

Original dated sourceSelected restore sampleRecord to remove

Apply interval choices to the actual worksheetGroup bySummarystartendstepdateStartdateEnd

Replace the complete source from CSV or TSV

Use Record,Date,Category,Amount headings, genuine ISO dates and up to fifty complete records. Replacement is atomic and local.

Delimiter

Inspect interval results, original members and independent formula proof

12 original dated records, including refunds, zero and outside groups.

Group / Category	Cedar	Harbor	Lumen	Grand total
< 0
[0, 100)
[100, 200)
[200, 300]
> 300
Grand total

Applied choices are literal cells H60:H66. Date cells contain daily Excel numbers; use a DATE formula or numeric date in the top bar. Current copies preserve actual formulas and number formats. Added source members or edited grouping definitions need this workshop to rebuild the fixed formula projection. Native files retain original four-field source/cache facts and actual range groups; desktop refresh/edit/save remains separately unverified.

Arrange Year, Quarter and Month across both calendar axes →