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You could use the @Command([ViewShowOnlyCategories]) in a view action button function to show only catagories, with column totals enabled to produce summary totals for a given sub catagory
Notes can be programmed to do the necessary calculations. The issue is how to give the user a suitable interface for selecting parameters and viewing the results.
This is a tricky area - you need to have the type of selection and filter capabilities found in Excel (Excel 2007 would suffice). Also you would need a grid type component that does not need a document as its data source.
Hidden views can be used to display data in embedded views - the issue is how to transition from one view/document to another. Each method requires various hoops to jump through