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How to use multiple worksheets to list categories by date order

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    Question How to use multiple worksheets to list categories by date order

    I am, as you will see from the attached, a very basic user of Excel. I have tried innumerable times to work through help pages to try and get a pivot table to combine the information from two worksheets into one list by category. The attached are the accounts from a shooting (hunting) club - one bank, the other cash. How do I get this information to provide two lists by category/date, one for income, the other for expenditures, on a further two worksheets (in a similar format to that shown)?

    The attached shows how I would like the information presented. At the moment I fill in the category lists manually. My frustration is not having to do this manually, as over a year it is 'something & nothing', it is the fact that I assume Excel can do it for me but I just can't figure out how!

    Any help gratefully received.

    Don
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    Forum Moderator AliGW's Avatar
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    Re: How to use multiple worksheets to list categories by date order

    Administrative Note:

    Is this data cdesensitised? If not, then please remove it, desensitise it and repost it.

    Are you looking for some sort of drop-down? If not, then you'd need a master list somewhere of all possible payees and creditors with matching categories and use it as a lookup list.

    Is your forum profile showing the Excel PRODUCT that you need this to work for?

    Members will tailor the solutions they offer to the Office PRODUCT (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date in this respect. If you aren't sure, in Excel go to File | Account and report what it says below the MS logo at the top of that page. If your product is for Mac, please also state this.

    The three most recent Excel products are Excel 2019, Excel 2021 and MS365 - if you are using MS365, please give this name along with the version number in your profile (e.g. MS365 Version 2306). This is in the About Excel section further down the Account page.

    Thanks.
    Last edited by AliGW; 02-23-2024 at 08:01 AM.
    Ali


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