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Comparing Monthly PivotTable with Static Table

  1. #1
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    Comparing Monthly PivotTable with Static Table

    Hi everyone! I'm sorting out my personal finances in Google Docs and I had a question.

    I have a table where I copy and paste my online banking. I categorize my spending, and then a PivotTable grabs and organizes this data. I have a third table, where I made myself a budget. I want to be able to compare the budget to my actual spending.

    My roommate suggested that I do a "Drop-down" for the particular week or month, and it will show up in a column next to my budget. He said sumifs may help. Another issue is that I may not necessarily spend in a category for a week or month, so the number of columns in the PivotTable may not be the same as my actual table.

    TLDR: I want to compare a PivotTable to an actual table, looking up a particular month or week in the PivotTable. If I can't do a lookup, then the previous month/week is fine. If it is only possible in Excel (and not Google Docs), I can live.

    Attached is the file:
    bank_tracking.xlsx

    Thanks!

  2. #2
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    Re: Comparing Monthly PivotTable with Static Table

    Hello
    I've used GETPIVOTDATA function to return the values from your Pivot table in the attached example. I've noted a couple of categories in you table not in the pivot and a category missing 'Car' in your table. This is all done within Excel so I'm not sure if it's applicable to Google Docs.

    *Edit. Added SUMIFS alternative to file.

    DBY
    Attached Files Attached Files
    Last edited by DBY; 07-05-2015 at 03:25 PM. Reason: *Edit

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