Forum Discussion
Add value to column based on dropdownlist value.
rdwmatt Allow me to make a few observations.
1) You have created a structured Excel table A4:E10 containing an empty column and a few empty rows. That's not how such tables are intended to be set-up.
2) Then you want to enter a single transaction in A13:B13 (code and amount) and have it added into the table above. This will require VBA coding and leave you with no possibility to really track spending by code whatsoever.
Better to create a structured table with at least four columns (Date, Code, Amount, Description) and perhaps more if relevant for any future analysis. No empty rows and columns that may make it look nicer. Just a 'boring' list of chronological allowances and expenses.
Then use one of many built-in tools / functions to summarise that transaction table. I'd start with a Pivot Table to avoid having to write potentially complicated formulas. Keep adding transactions to the table and press Refresh All on the Data ribbon to update the pivot table.
Example attached.
- rdwmattDec 14, 2023Copper Contributor
I appreciate the input. With this specific sheet I am not interesting in tracking individual items, only the overall budget expenditures.
I ended up getting it working with a macro, not my cleanest work but it is functional and I will continue to refine it until it doesn't look like a spaghetti mess.
I did however look at transitioning to an actual table, will likely move forward with that and just create a new style as I don't care for the ones available.
Thanks