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i have given you two options to achieve what you want one in a single sheet and the other in a dashboard. Workbook is attached.
In short you can formalise the sumif by including it in a 'fixed' level of detail calculation meaning you can create the sums as dimensions and drag them in as additional headers in the rows, this leaves you with a slightly inflexible output.
The other is to bring both sheets you have created into a dashbaord, line them up and remove the mood from the sheet with the dates in it.
Either works, it feels however like this is a translation of what you really want to achieve, PM me if you need more help using whatever your full dataset is.
Hi Chris, thank you so much for taking the time to respond. The dashboard option worked perfectly and it was a super easy fix (so I should have been able to figure that out myself, sigh ). Courtney
no problem, glad i could help, please mark the question answered to close the post.