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How to get a summary of total expenses

  1. #1
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    Lightbulb How to get a summary of total expenses

    After a very long time...

    Dear expertes,
    I have attached here an Excel work sheet in which I have some expenses in different sheet tabs (..Fuel, Food, .... etc) , and the summary of all those expenses on "Total Expenses" Work sheet tab.

    My requirement is to "automatically generate" the "Total Expenses" as shown on the page when I enter expenditures in to different expense sheet tabs.
    For your information, the name of the "expenses label" is in cell A1 of each expenses work sheet.

    Pls help me do this.

    Thanks in advance.
    Anuruddha
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    Re: How to get a summary of total expenses

    Hi,
    first of all you need to keep the same table structure in all tabs,
    then name column B in "Total Expenses" tab same as the tab names exactly.

    That way - you will be able to automate the total result in the summary tab.
    C4 and drag down:

    =SUMIF(INDIRECT("'"&B4&"'"&"!$A$4:$A$12"),A4,INDIRECT("'"&B4&"'"&"!$I$4:$I$12"))
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    Re: How to get a summary of total expenses

    Hi Limor,
    Thanks a lot for your solution.
    However, need to keep the original table format as it is. I need a solution that fulfils the requirement without changing the original format.
    Secondly, this formula doesn't work when expenses occur on different dates. These expenses are supposed to occur throught the year. In that case, how do we used this formula? I think "date range" should be considered in the formula the way it may occur.
    Thirdly, we can to remove the "date" column from the "Total Expenses" sheet, and leave only the description and amount coloumns...

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    Re: How to get a summary of total expenses

    With Power Query

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    You will need to change the source to the path on your PC to the file. You have only posted one record per expense item. How do you propose to show a result for more than one record per expense. Your example does not present what I presume to be a realistic example of your needs. Does your sample actually present a realistic example of your actual data.
    Last edited by alansidman; 05-15-2024 at 11:54 AM.
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    Re: How to get a summary of total expenses

    Hi Alansidman,
    These expenses are actual expenses occurred for new project we have just recently started. These expenses will keep occurring on diffent dates as they actually occur.
    No only these, there will be more to come in the future depending on different circumtances.

    Thanks

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    Re: How to get a summary of total expenses

    I suspected as such, but with additional expenses, how do you want the result to look. Summarized? Not? Show us a sample with multiple expenses and how you want the result to look. I think you missed my point in my earlier question.

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    Re: How to get a summary of total expenses

    I want every expense to appear on the "Total Expenses" sheet. I will add more sheets if new expenses occur. The result should same like the "Total Expenses" sheet that I have already prepared. Anyway, you can remove the "date" column from the "Total Expenses" table. Because, date already appear on the individual expenses sheet tabs, and date column is not necessary for the total expenses summary.

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    Re: How to get a summary of total expenses

    Provide a mocked up sample, as requested.
    Ali


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    Re: How to get a summary of total expenses

    Hi
    Try this:

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    Re: How to get a summary of total expenses

    Cell C4 formula , drag down
    Formula: copy to clipboard
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    Re: How to get a summary of total expenses

    How is this going to "Auto" update the "Total Expenses Summary"?
    As I see, this works only if I enter "a date" in to a cell in the column A, and "description" in to the column B..
    If I have to enter a date and description in to cells in the summary sheet to get the summary of any expense, I could do it just by copying the same information from the expenses sheet itself without any formula...or did I miss anything here?

    What I exactly need is to get the "Total Expenses" summary automatically updated when I keep entering expenses in to individual expenses sheets.... In other words, The expense should appear on the "Total Expenses" sheet with "date, description" and "amount" automatically when that particular expense is entered into its own individual expense sheet. Hope this is clear to you...
    Last edited by Anuru; 05-18-2024 at 09:32 AM.

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    Re: How to get a summary of total expenses

    This can be automated using VBA: this requires adding (the same ) "event" code to each expense sheet which will, when data is added to any of the expense sheets, invoke a separate macro to recalculate "Total Expenses Summary".
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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    Re: How to get a summary of total expenses

    I will ask again that you provide sample data with more than one item in your source data so that it can be summarized by month. One item is not sufficient to demonstrate this. If you are unwilling to provide this then I will leave this issue for you and others to resolve.

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    Re: How to get a summary of total expenses

    Sample event code:

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    [I note you appear to manually enter data twice rather assign the "second" occurence by formula. Example is "FOOD" column E and I.]

    Based on last MANUAL input on a given expense sheet and ALL expense amount to be in column I. In TAXES amount iis column C not I

    If the latter is not acceptable then code will need to be changed to have expense sheet specific columns

    Named range "Expense_Sheets" has required sheet names
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    Last edited by JohnTopley; 05-18-2024 at 01:58 PM.

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    Re: How to get a summary of total expenses

    There are GPT extensions that yu can install on top of your Excel and ask a question just like this in Excel and it will make all work for you!
    Saves a lot of time for me! Good Luck!
    brr

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    Re: How to get a summary of total expenses

    Another version which updates the "Total Expenses" with single additions from each expense sheet.

    Example is in sheet ""Fuel-Anuruddha".

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