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Filter values in pivot table

  1. #1
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    Filter values in pivot table

    I have a spreadsheet set up as a budget tool. I have a dynamic named range set up where I enter income (positive values) and expenses (negative values). I'm able to do most of what I want with it, but I can't figure out a non-clumsy way of making a pivot table to show the sum of the negative values only (expenses) within a given time frame.

    If I set up a pivot table with Rows = Category (like Rent, Utilities, etc) and Value = Sum of Amount, and then try to use a value filter on my rows column, it wants to filter by sum of amount, and shows me only the entries where income plus expenses for that category equals a negative amount.

    I can add amount to the filter, then hand select, or use a slider to select every value that is less than 0, but that's really tedious, and I'd have to re-do it every time I entered a new amount that was less than 0.

    I could also add another field to my dataset like Expense Yes/No, or "E" for expense, "I" for income, but that feels clunky and redundant to me, since I already know whether it's income or expense by virtue of whether the amount is negative or positive.

    Is there any quick and easy way to display in the value column the sum of the negative values only?

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    Re: Filter values in pivot table

    Yes... you can use "calculated" fields in the pivot table.. where you can add up your expenses. Pl attach your file (replace the data, if it's sensitive) so that I can show how it is done!
    As I learn more,I learn there's even more to learn

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    Re: Filter values in pivot table

    OK I stripped it down, my actual spreadsheet has macros and things, so I took that out, it should be "safe." Also removed most of the data, just leaving enough to have something to work with. It's the second pivot table I'm trying to deal with.
    Attached Files Attached Files

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    Red face Re: Filter values in pivot table

    Here's a working sample... I have tested & it is working fine... Pl see & give your feedback. If it helps, then I'm happy for you!
    Attached Files Attached Files

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    Re: Filter values in pivot table

    No, that's not quite doing what I'm wanting.

    The Sum of expenses should look like this:

    -$20.74 Insurance
    -$12.82 Eating Out
    -$79.00 Energy
    -$20.98 Hobby
    -$790.00 Rent
    -$11.87 Pet
    -$34.23 Gas
    -$7.99 Entertainment

    -$977.63 Total

    I want to add up all the negative values in each category and totally disregard the positive values.

    I have two tables, one to show what's "left" in each category right now (income minus expenses) and one to show what I've spent, regardless of how much I've put in.

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    Re: Filter values in pivot table

    Ok.. I mistook your requirement then.. sorry..

    Now, the question is whether you are always keeping your negative values separate from the positives (as per the test file) OR those will be mixed up randomly?

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    Re: Filter values in pivot table

    Hi,

    It looks to me that you have 2 alternatives by adding an additional column:-
    1. then add a Totals Row to your balance sheet table
    2. or create a pivot table based on the new balance sheet table
    I have shown both on your balance sheet (tab) - see attached.

    peterrc
    Attached Files Attached Files

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    Smile Re: Filter values in pivot table

    @netskyblue,

    I was thinking on it for sometime & here's my version of a possible solution.. I have added a table (sheet9) which is linked to your Balance sheet, but refers only to the negative values.. Then I have inserted a Pivot table (sheet1), which refers to this 'negative only' table.

    Hope this works.. sorry again for giving an incorrect solution earlier..
    Attached Files Attached Files

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    Re: Filter values in pivot table

    Well, no reply for sometime..

    if the question is solved then I request @netskyblue to mark this as solved... it will help others who are looking for a similar solution.

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