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Charles3070's avatar
Charles3070
Copper Contributor
Jul 11, 2024

Summarize list into group with total values

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? 

 

    • Charles3070's avatar
      Charles3070
      Copper Contributor
      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?
      • PeterBartholomew1's avatar
        PeterBartholomew1
        Silver Contributor

        Charles3070 

        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.

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