Complex SUMMARY page

[reborn64]

I have a workbook that stores and summarizes expenses for credit cards. On one sheet I have the individual purchases with the following bits of info

DATE (YYYY/MM/DD) - NAME OF PERSON - AMOUNT - CATEGORY

NB. The NAME OF PERSON and CATEGORY columns are values taken from defined lists.

On my summary page I would like to be able to list the total amount spent by each person, in each category, during each month.

Any ideas on how to list the total of a group within a group like this? (ie. total of the category within the month per person?)

Any help is appreciated.

[arthurbr]

Hi and welcome to the board
If a Pivot Table is OK for your needs, have a look at the attached file.
I had to delete the row under the column titles

Cheers

[reborn64]

Whoa, that's really cool how did you do this? How did you group the months?

[arthurbr]

Right click the " Months" field
Select Group and show detail
Select group and follow the wizard

Beware that there are no empty records or records with something else than dates, otherwise the grouping won't work.

You might also want to be able to change the range easily .
To that effect use Dynamic Ranges as described here

[reborn64]

Thanks alot Arthur, that was brilliant. I didn't know dynamic ranges existed.

[arthurbr]

You're welcome and thx for the feedback