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Creating my very own personal budget spreadsheet - parts of it

  1. #1
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    Creating my very own personal budget spreadsheet - parts of it

    I downloaded this personal budget template and there are three things I would like to know how to do.

    https://templates.office.com/en-us/P...get-TM10000134

    1. On the Summary tab, they have these formulas: =SUM(MonthlyIncome[[#All],[AMOUNT]]). Are these known as DAX formulas? I know you can name individual cells in the box in the top left but how do you apply it to the entire column?

    2. Again on the Summary tab, if you click on the cells with the $ amounts in them, they have what looks to be a comment box but it is not actually a comment. How is this done?

    3. In the monthly income / expenses / savings tabs, I can click and drag the number of required rows just like I do when I click and drag formulas. But that little bottom left corner is visible. How is that done? Also, is this linked to the chart on the Summary tab so when this populates, the chart automatically updates?

    Basically, I want to create my own budget spreadsheet where I have my inputs on one worksheet and have chart(s) on another tab showing monthly, yearly, YTD. And I want to do it in a fancy way just to learn new excel tricks.

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    Re: Creating my very own personal budget spreadsheet - parts of it

    Hi,

    Here some hints.

    1. The data in the Monthly XXX tabs are in "Tables". (If you click in B3 cell, you should see a the menu "Tables tools / Design in the Ribbon). When using tables, you can refers to the columns names in formulas.
    Refer to this link for more details:
    https://support.office.com/en-us/art...3-c8ae6d2b276e

    2. Go in Data / Data Validation and Input Message.

    3. Again, this is because the data is in a Table Object.

    There are a lot of advantages of using tables. Make a Google search on the topics and I'm sure you'll be able to find lots of new tricks.
    GC Excel - My blog

    If this post helps, then click the star icon (*) in the bottom left-hand corner of my post to Add reputation.

  3. #3
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    Re: Creating my very own personal budget spreadsheet - parts of it

    Well that was easy. Thank you very much.

  4. #4
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    Re: Creating my very own personal budget spreadsheet - parts of it

    You are welcome...

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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