Forum Discussion
How do I auto-populate an amount value based off a category drop down list into a cell?
KyleWalts Pivot table would do the task for you. Additionally you can use traditional SUMIFS() function like (as per my below screenshot.
=SUMIFS($B$2:$B$16,$A$2:$A$16,H2)With Microsoft-365 dynamic formulas, you can do these all in one go. Try-
=VSTACK(A1:B1,UNIQUE(HSTACK(A2:A16,SUMIFS(B2:B16,A2:A16,A2:A16))))Download the attached file for better understanding.
KyleWalts Pivot table would do the task for you. Additionally you can use traditional SUMIFS() function like (as per my below screenshot.
=SUMIFS($B$2:$B$16,$A$2:$A$16,H2)With Microsoft-365 dynamic formulas, you can do these all in one go. Try-
=VSTACK(A1:B1,UNIQUE(HSTACK(A2:A16,SUMIFS(B2:B16,A2:A16,A2:A16))))Download the attached file for better understanding.
This was perfect and exactly what I needed! I used the traditional route and used the SUMIFS function.
Next question if you don't mind, in your example where it has the amounts, is there a way to automatically assign it a color when it hits over my budget amount and when I am under the budget amount.
For example, let's say my budget amount for "Essentials" is $500. In your table on your example, is there a way to make cell I3 automatically turn green when it is UNDER my budget and automatically turn orange when it's within $50 and then finally automatically turn red when it is OVER my budget?
Thanks for your help!
- Glad to know. If it helps then please mark my answer as best response. You can use conditional formatting.
