The reply of @Andrew_Johnson1 is the fastest way of a summed result. If you want to achieve an Excel-like view it requires a lot more work.

I think of:


Creating a 2nd table (PIVOT TABLE) and have the primary field contain your type of events (unique names).


In your main table make sure you link your type of events field to the PIVOT TABLE.

In your main table create 12 formula fields with the names of every month. Have something like:


IF(Activity=BLANK(),BLANK(),IF(DATETIME_FORMAT(Date,‘MM’)=1,Activity&", “,”"))


This is for January (Month 1). Do the same for every other column. Of course you may hide all the columns when you’re done.

In the Pivot Table create 12 Roll up fields, and make sure that you CONCATENATE all values. That’s why I added a comma after every activity in the Month field in the Main Table.

Something like this?

You could use ARRAYJOIN() as the aggregation function and skip the commas…

You could use ARRAYJOIN() as the aggregation function and skip the commas…

@W_Vann_Hall There are some odd commas in the table when I use ARRAYJOIN()

Is there anything I can do about that?

@W_Vann_Hall There are some odd commas in the table when I use ARRAYJOIN()

Is there anything I can do about that?

Oh, sorry – to get rid of the extraneous commas when you have empty strings in some of your linked records, use an aggregation function of

ARRAYCOMPACT(values)

That would return Activity 2, Activity 1, Activity 5 and so on. If you need for the items to be concatenated without spaces between them — Activity 2,Activity 1,Activity 5 — you can use

ARRAYJOIN(ARRAYCOMPACT(values))

as your aggregation function.

The reply of @Andrew_Johnson1 is the fastest way of a summed result. If you want to achieve an Excel-like view it requires a lot more work.

I think of:


Creating a 2nd table (PIVOT TABLE) and have the primary field contain your type of events (unique names).


In your main table make sure you link your type of events field to the PIVOT TABLE.

In your main table create 12 formula fields with the names of every month. Have something like:


IF(Activity=BLANK(),BLANK(),IF(DATETIME_FORMAT(Date,‘MM’)=1,Activity&", “,”"))


This is for January (Month 1). Do the same for every other column. Of course you may hide all the columns when you’re done.

In the Pivot Table create 12 Roll up fields, and make sure that you CONCATENATE all values. That’s why I added a comma after every activity in the Month field in the Main Table.

Something like this?

Thanks @Andre_Zijlstra this looks pretty close to what I’m looking for. Any suggestions for how to avoid the stray / dangling comma at the end of the concatenated list of entries?