How to do a Pivot Table without the Pivot App

I'm currently importing an excel file via Datashuttle on to a sheet for the sales team to confirm reward payments to partners with fortnightly updates.

I do though need to identify the partners that are close to their yearly "reward Cap" and was planning on sending this via a Metric Sheet to a Dashboard.

Any thoughts on how I can do this without the Pivot App? Current Work around is a report but that doesn't allow for automation.

Any ideas?



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