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Formula for Automatic Regrouping of Items by Category

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    Formula for Automatic Regrouping of Items by Category

    For accounting purposes, household expenses are recorded in the following columns:
    • Date
    • Description
    • Sum Paid
    • Category

    I would like to be able to have another table on the side, where all the entries are restructured in the following table:

    CATEGORY-A TOTAL SUM PAID FOR CATEGORY-A ITEMS
    Date Item A1 Description Item A1 Sum Paid Item A1
    Date Item A2 Description Item A2 Sum Paid Item A2
    (blank row) (blank row) (blank row)
    CATEGORY-B TOTAL SUM PAID FOR CATEGORY-B ITEMS
    Date Item B1 Description Item B1 Sum Paid Item B1
    Date Item B2 Description Item B2 Sum Paid Item B2
    (blank row) (blank row) (blank row)
    CATEGORY-C TOTAL SUM PAID FOR CATEGORY-C ITEMS
    Date Item C1 Description Item C1 Sum Paid Item C1
    Date Item C2 Description Item C2 Sum Paid Item C2
    (blank row) (blank row) (blank row)

    Could you help me with the correct way to go about it?

  2. #2
    Forum Moderator Glenn Kennedy's Avatar
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    Re: Formula for Automatic Regrouping of Items by Category

    1. Please upload an Excel file, not a picture or text that the EF has re-formatted.

    2. Your profile shows O365, but you posted in the "Other platforms" folder.

    So... is this an Excel question, or a Googlesheets question, or what?
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Re: Formula for Automatic Regrouping of Items by Category

    Sorry, this is a Google Sheets question (hence the forum section selected).

    What would be the best way to provide an example in this case?

  4. #4
    Forum Moderator Glenn Kennedy's Avatar
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    Re: Formula for Automatic Regrouping of Items by Category

    Maybe a GS file in a sharable forlder... or an Excel file here. It's clear to all helpers that you want a GS solution....

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    Re: Formula for Automatic Regrouping of Items by Category

    I added an example data sheet here: docs.google.com/spreadsheets/d/1iLmRFqgAfLSOh7Ygq61By-YbiqFRCpYUnOjfKsEbSK4 (the forum doesn't allow me to post links apparently). Please let me know if this helps.

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