How do I categorize different values?

[cozam1]

I have just been organizing my expenses by font color, but I want to categorize them so that I can create pie charts.

Here's a picture.
REMOVED

[FDibbins]

Hi, welcome to the forum

Please upload a sample of your workbook, not a picture of your data. 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) - and, depending on what browser is being used, some pics dont even show up on the forum

Your workbook should show a small desensitized example of the data you are working with and a manual mockup of the expected results.

[Beamernsw]

I believe you'll have to add in a column to state your category. Then base the pie chart on that column.

[cozam1]

Hi, welcome to the forum

Please upload a sample of your workbook, not a picture of your data. 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) - and, depending on what browser is being used, some pics dont even show up on the forum

Your workbook should show a small desensitized example of the data you are working with and a manual mockup of the expected results.

Ok. Thank you. Here you go!

I believe you'll have to add in a column to state your category. Then base the pie chart on that column.

I tried that and don't think it turned out right.


My workbook is attached.

[FDibbins]

Sorry, that attachment seems to not be working, can you try the upload again?

[cozam1]

Sorry, that attachment seems to not be working, can you try the upload again?

here you go.asdf1.xlsx

[FDibbins]

Try this...
H2=SUMIF($B$2:$B$31,G2,$D$2:$D$31)
copied down

[cozam1]

Try this...
H2=SUMIF($B$2:$B$31,G2,$D$2:$D$31)
copied down

It didn't work right for me. What I'm wondering is if there is a way to categorize/group different cells together. Like instead of changing the font and then using the sort and filter tool, can I assign E2 to be for health and then E3 to be for school, etc.?

Thanks.

[Beamernsw]

That formula works perfectly for me.
If you want your categories/groups to be in column E instead of B just change that B range in the formula to E.

Since you have them all sorted anyway, if you want a running total you could use this in cell E2 copied down.
=IF(B2=B1,E1+D2,D2)


But in my opinion, Ford's formula is the far superior way to go

[peterrc]

Or you could use a pivot table - see attached.

Regards

Peterrc