Forum Discussion
HOW TO PULL FROM ONE TAB TO ANOTHER TAB FOR ROLL UP USING EXCEL
I have a Check register with multiple categories. I want to pull from those categories to a roll up tab. Using only that category but in several location to total the category as I go along.
Example:
I have income different times of the month. I use the Register Tab to list all income and expenditures. On another tab, I just want to total each category so I can track where my money is going.
Any help would be greatly appreciated.
3 Replies
You can create a pivot table on the other tab with the data range on the Register tab as source range.
Add the category field (column) to the Rows area and the amount field to the Values area.
- I am not too familiar with pivot tables. Any other way or can you provide further explanation?
About pivot tables:
Create a PivotTable to analyze worksheet data
As an alternative:
Create a list of categories in column A on the other sheet, starting in A2 (with a header text in A1).
Let's say the category is in C2:C1000 on the Register sheet, and the income in I2:I1000.
In B2 on the other sheet, enter the formula
=SUMIF(Register!$C$2:$C$1000, A2, $I$2:$I$1000)
Fill down to the row of the last category.
