Assist Pro+ / Data Cleaning

Monthly Pivot

Builds a pivot-style monthly summary from source data.

Where to find it

Follow the ribbon path.

Assist Pro + → Data Cleaning → Clean → Visualization → Monthly Pivot

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open dated transaction data, choose Monthly Pivot and select the source fields when prompted. Review the aggregation and month/financial-year boundaries. Check the result before saving changes.

Best use case

Creating period-based summaries from raw transactional data.

Everyday Excel

Avoids cleaning imported tables cell by cell when you need to build a pivot-style monthly summary from source data.

Accounting and audit

Prepares client ledger exports and supporting schedules faster by helping build a pivot-style monthly summary from source data.