So this is a longshot, as I'm thinking it might be too complicated to explain an answer (if there is one) here. But I'll give it a shot. I track our client membership in a table like so:
Columns A - G, has information like ID number, DOB, Phone, etc... stuff that doesn't change.
Starting with H, each column represents a month (H is January, I is Feb, etc.). For each client, in each month I document if they are in the membership or not. So for example, the source wb looks like this:
If data is loaded in PowerQuery, click select columns A-G, then Transform .. Pivot Columns ... Unpivot other columns ...
Filter the results in the Attribute column to select the month you are looking for
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