Apple Numbers - how to summarize earnings data by month and cumulatively

I was trying to figure out how to summarize earnings data by month and cumulatively for a data set that I had with multiple earnings transactions per month over several months. It took me a bit to figure out how to do it with Apple Numbers, so I thought I'd share it here since I didn't find any easy "How to" on the subject and I thought this would be a pretty common use case for people.

I started with a .csv file containing multiple columns of raw data, of which I was only concerned with two columns - Start date and Earnings (the other columns are greyed out in the screenshot below). The data was for an airbnb listing, and the .csv was downloaded from the table of reservations that airbnb hosts have access to.

I set the data format of the Start date column to Date & Time. This proved critical, since without that, Numbers doesn't recognize the data as dates and cannot summarize by month when creating a Pivot Table (next step). Without setting the data format of that column to Date & Time, the Pivot Table would simply include every date as its own row, with no summary information and negating the whole purpose of using the pivot table.

Next I selected just the Start date column and Earnings column (using the ⌘ key to select separate columns), then generated a Pivot Table on a separate sheet (in the menu that's Organize | Pivot Table). For the screen shot below, I have the other columns hidden to avoid having to somehow blur the additional column data.

Next I selected the Pivot table, then opened the Organize drawer (top right in the toolbar).

In Pivot Options, drag Start date to Rows pane and drag Earnings to the Values pane. This gave me the initial table with monthly summed earnings, which was good.

Next, I also wanted those earnings shown cumulatively. To do that, I dragged Earnings from the list of fields to the Values pane a second time, making a second Earnings column in the pivot table.

Then, I clicked the ⓘ symbol of the second Earnings in Values pane of Organize panel to bring up its field options. Then under Show as select Running total in…

This then turns the second Earnings column into cumulative earnings.

I also added a third Earnings column and set it to Show as % of Grand Total, which was also useful data.

Lastly, I added a chart from the pivot table that gave both Earnings series against the date as the x-axis using a Chart Type of 2D Area. To do that, I selected the pivot table, then from the menu bar Insert | Chart | 2D Area. From there I just adjusted some of the labels and title of the chart from the Format drawer.

I hope this is helpful for others trying to do similar things using Numbers.