Forum Discussion
Assistance in using column data from a table to SUM numbers with matching categories
I created this basic sheet to do my book keeping this year. At the end of the year, I think it would be helpful if I had the expenses categorized so at the end of the year I could easily see totals of each category.
I have a table on a second sheet that tags them as bills or utilities, then tags the bills by what category they fall in to.
My question is, now, I want to make some type of formula that checks the categories that were tagged, and SUMs up the cost of all rows with matching tags. I'm trying to do this on a month to month basis, but my knowledge of excel doesn't allow me to do this. I converted the data lines you see in the screen shot into a table, but I don't know if that's necessary or not
Depending on how exactly you have organised your data table in the second sheet, I suspect that a Pivot Table can achieve all you need. Since you indicated that your knowledge of Excel is not that good, I attach a very basic example you what a pivot table can do, using some of the data you provided in the screenshot. I hope it enables you to get started and suggest you use the help sections in Excel and/or on-line sources and tutorials to learn more about pivot tables. Just google for "pivot table excel" and you'll find quite a few hits. Good luck!
3 Replies
Depending on how exactly you have organised your data table in the second sheet, I suspect that a Pivot Table can achieve all you need. Since you indicated that your knowledge of Excel is not that good, I attach a very basic example you what a pivot table can do, using some of the data you provided in the screenshot. I hope it enables you to get started and suggest you use the help sections in Excel and/or on-line sources and tutorials to learn more about pivot tables. Just google for "pivot table excel" and you'll find quite a few hits. Good luck!
Exactly what I was looking for, thank you so much!
TigerStripes69 You're welcome!
