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Creating a summary list from source data - can you??

  1. #1
    Marty
    Guest

    Creating a summary list from source data - can you??

    Don't know if or how one would do this but I thought I would ask for
    suggestions...

    In worksheet1 have a a list of expenses. col a= date col b= description col
    c= amount and col d = expense category (drop down list). Each row is a
    seperate expense. There are about 250 in total.

    It would be great if in worksheet2 I could list each expense category and
    then under each list all expenses that match that category and then lower in
    the sheet do the next and the next... etc.

    Any help would be greatly appreciated.
    Thanks, Marty

  2. #2
    Biff
    Guest

    Re: Creating a summary list from source data - can you??

    Hi!

    Assume:

    Sheet1 A1:D1 are the column headers: Date, Description, Amount, Category

    Data starts in A2 on down.

    In Sheet2 A1:D1 are the column headers: Cat1, Date, Description, Amount

    In Sheet2 B2 enter this formula using the key combo of CTRL,SHIFT,ENTER:

    =IF(ROWS($1:1)<=COUNTIF(Sheet1!$D$2:$D$20,$A$1),INDEX(Sheet1!A$2:A$20,SMALL(IF(Sheet1!$D$2:$D$20=$A$1,(ROW(Sheet1!$A$2:$A$20)-ROW(Sheet1!A$2))+1),ROW(1:1))),"")

    Copy across to D2 then down until you get blanks (meaning the data has been
    exhausted).

    Format column B as DATE.

    Cat1 is just the name of a category I used for example. Change Cat1 to
    whatever your real values are.

    Adjust references to suit.

    Biff

    "Marty" <[email protected]> wrote in message
    news:[email protected]...
    > Don't know if or how one would do this but I thought I would ask for
    > suggestions...
    >
    > In worksheet1 have a a list of expenses. col a= date col b= description
    > col
    > c= amount and col d = expense category (drop down list). Each row is a
    > seperate expense. There are about 250 in total.
    >
    > It would be great if in worksheet2 I could list each expense category and
    > then under each list all expenses that match that category and then lower
    > in
    > the sheet do the next and the next... etc.
    >
    > Any help would be greatly appreciated.
    > Thanks, Marty




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