Summarize list into group with total values

Copper Contributor

I made a monthly statement report and require the list of items to be categorized with the total values. What is a suitable formula/table format that can be used to categorized them? 

monthly report.png


3 Replies

@Charles3070 Total what? See the below formula which will sum values groupby category.





Thank you. I will try to use your formula later. The Total is the Sum that you have shown. Another question, would the Pivot Table work to show the sum by group as well?


Yes, a pivot table is a standard way of achieving this.  Another option that is in the process of being released (insider beta channel at present) is the GROUPBY function.

= GROUPBY(Category, Income, SUM)

 This will have the advantage of not requiring the user to remember to refresh the table on changing the input.