Sales-Revenue list sorted by Months

[fiete]

hi, this seems to be a rather trivial matter but i haven't found anything in the community so i'd appreciate a hand immensely:

i've got a list of sales records that includes among other things the revenue of a sale as well as a formula field that assigns a month-tag based on the date-field of the record. 

i'd now like to create a clean, automated list (in an interfaces or wherever) that shows the sum of all values in the field revenue from records tagged january in one line, february the next line and so on and so forth. i tried a workaround by creating a view in my interface that is grouped by month and hiding all irrelevant fields and collapsing all groups but it's still very bulky and i have to collapse every time. does anybody have an idea how i can go about this? i've attatched a photo of my current view and of how i'd like my list to be ideally.

thanks heaps!

[TheTimeSavingCo]

Try creating a new table, linking it to your current table that has the "01-Jan", "02-Feb" etc, and then:
1. Click the field header of the field with the "01-Jan" etc, selecting the whole column
2. Hit CMD / CTRL + C
3. Click the field header of the linked field to the new table
4. Hit CMD / CTRL + V

This should automatically create one record per option (i.e. 01-Jan, 02-Feb etc), and you can add a rollup to see what you need

I'd suggest including the year ("01 Jan 24" or something) so that it'll work properly next year, and you can use a formula field to output that format, and use an automation to paste it into the linked field automatically so that stuff populates on its own