Spreadsheet Search

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Occasional Visitor

I'm a tax accountant and receive spreadsheets with expenses listed by categories such as "travel, utilities,..."  in one column  then the amount of the expenditure in another column over a row by date (often from bank statments).  Sometimes there are hundreds of rows.  Is there a way to search by an expense field such as utilities that will give me all of the utility amounts either listed or totaled??

3 Replies
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I'm moving your question to the Excel space, which is the appropriate place to post Excel questions in the future. Thanks! 

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In which columns are your expenses, listed amounts, and total amounts?
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@Eggman 

To sum or count a list by category is straightforward using 'IFS' formulae

= SUMIFS( Amount, Category, "Utilities" )

= COUNTIFS( Category, "Utilities" )

 

Although it is moderately straightforward to produce a filtered list using an index column and SMALL to pick out the rows that match the criterion, for the moment it might be best to stick with a simple filter and manual interaction.

 

If you are an Office 365 user then over the next few months you should see additional functionality including a FILTER function.

= FILTER( Table1, Category="Utilities" )

 

Note: I have assumed an Excel Table.  The data can either be loaded into a table or the table structure can be applied to an existing dataset using Ctrl+T.