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How to create a basic "report" based on an existing value-category relationship?

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    Question How to create a basic "report" based on an existing value-category relationship?

    OK, so for years now I've had a pretty good budget spreadsheet in Excel. I set it a sheet for each month using the following columns: Date, Description, Credit Card Transaction, Bank Transaction, Balance (which is calculated for each vertically subsequent cell using the bank transaction value), Expense/Income category (which uses a Data Validation drop-down from a separate, hidden sheet), and Category Total. It looks like this:

    Columns.png

    Now, what I always wanted to do (and have no idea how to go about doing it) is to aggregate all these values for an entire sheet, so, for example, I'd be able to see how much I'd spent in the Computer category for the month of May. Ideally, I'd have this report on a separate sheet.

    Does this make sense? Is there any way to do this?

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Hi and welcome to the forum

    Please do not upload a picture of your file...rather, upload a sample of your workbook, showing what data you are working with, a few samples of your expected outcome is (manually entered is ok) and how you arrived at that. (exclude sensitive info). Pictures are pretty much impossible to edit, and no-one wants to re-type your data for you Also, not all members can upload picture files (Company firewalls and stuff)

    Having said that, if you want to add up categories of values, take a look at the SUMIF() function
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    Re: How to create a basic "report" based on an existing value-category relationship?

    All right. Thanks for the heads-up, FDibbins. Here is a sample of my workbook. Budget Sample.xlsx

    Meanwhile, I'm going to investigate SUMIF(). Thanks again!

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Thanks for the file

    Yup, try this, copied down...
    =SUMIF($E$3:$E$19,E22,$F$3:$F$19)

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Well, I'm not sure we're talking about quite the same thing. I need Excel to detect by itself which cells to add up, depending on the category next to it. Here, you still seem to be telling it what to add. Does this make sense? What am I missing here?

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Thats exactly what that formula does...
    $E$3:$E$19 is the range that contains all of the Categories in the table above
    E22 contains the specific category you want the total for
    $F$3:$F$19 contains range with the amounts for each of your categories

    Is that not what you wanted? My calcs give exactly what your =SUM(ref,ref,ref) gives

    D
    E
    F
    21
    Total Expenditures
    22
    -$85.60
    Restaurant
    -85.6
    23
    -$32.72
    Computer
    -32.72
    24
    -$408.87
    MasterCard Payment
    -408.87
    25
    -$1,524.31
    Car
    -1524.31
    26
    -$20.00
    Coffee
    -20
    27
    -$75.56
    Alcohol
    -75.56
    28
    -$15.44
    Groceries
    -15.44
    29
    -$544.63
    Education
    -544.63

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Oooh! I'm sorry; I looked at it too quickly. Yes, this is exactly what I needed!

    Thank you for your help! I'm going to mess around with this now.

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    Re: How to create a basic "report" based on an existing value-category relationship?

    hehe thats ok, happy to help

    Let me know how you make out, and if this has answered your question, please take a moment to mark the thread as "solved" - it helps keep things neat and tidy lol, and consider adding the reputation to those that helped (see points 2 & 3 below my 1st post to you)

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Hi again! I'm sorry about the long delay, but it took me a while to get this thing to work in my budget (I was referring to a bunch of sheets using incorrect syntax). Now, I have a new problem: it seems to be rather task-intensive to manually look for an instance of a category. Sometimes, it doesn't even exist in a given sheet. Is there any way to automate the action of looking up the second value (i.e. the criteria) of SUMIF()?

    Much obliged!

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Hi (it's been a while)

    If I understand you correctly, you want some way to extract the categories, and then to apply the sumif() to that?

    I put this in F22 of your sample WB, and copied down...
    =IFERROR(INDEX($E$3:$E$19,MATCH(0,INDEX(COUNTIF($E$21:E21,$E$3:$E$19),),0)),"")

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    Re: How to create a basic "report" based on an existing value-category relationship?

    Much obliged for the help! I pasted this in F22, but it just outputs category names for me.

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