I'm get this data from my view. I need to take the information and shift the different Amount Types into columns of their own. This can be done by creating a view for each type and combining them later into a single view. But is there a a way to do this all in a single view?
I was thinking about using subquery or union, but I am relatively new to this and not sure if it's the best course of action.
Try a pivot:
SELECT * FROM ( SELECT * FROM [YOUR_VIEW] ) piv PIVOT (MAX(Amount) FOR Type IN ([401k], [Roth], [Employer Match]) thisshoudwork