so, I did a few things and I hope they helped
1) if you are grouping by months in a pivot and using real Dates (which you are), you can use the group system built into the pivot table. I change your PT using the real dates and grouping by month and year...(no need for the helper column, so far)
2) in your summary table I used a SUMIFS to get totals for you.
this may not be exactly what you want but I hope it gets you closer...
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