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#1
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Summarize By Category?
I am working with Excel 2003 and W Vista.
I have a spread sheet that contains 5 columns. One column contains Amounts Spent. Another column contains a one word category of what the amount was spent on such as fuel, dining etc. The spreadsheet is in order of the date of the expenditure. Someplace at the bottom I would like to be able to show sub totals based on the category. Thank you for any and all help. |
#2
Posted to microsoft.public.excel.newusers
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Summarize By Category?
Check out the features of Pivot Tables.
For very good assistance see Debra Dalgleish's site. http://www.contextures.on.ca/tiptech.html See help under the "P" section. For your particular need maybe http://www.contextures.com/excel-piv...subtotals.html Gord Dibben Microsoft Excel MVP On Thu, 8 Sep 2011 14:25:36 -0700 (PDT), trvlnmny wrote: I am working with Excel 2003 and W Vista. I have a spread sheet that contains 5 columns. One column contains Amounts Spent. Another column contains a one word category of what the amount was spent on such as fuel, dining etc. The spreadsheet is in order of the date of the expenditure. Someplace at the bottom I would like to be able to show sub totals based on the category. Thank you for any and all help. |
#3
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Summarize By Category?
On Sep 8, 5:55*pm, Gord wrote:
Check out the features of Pivot Tables. For very good assistance see Debra Dalgleish's site. http://www.contextures.on.ca/tiptech.html See help under the "P" section. For your particular need maybe http://www.contextures.com/excel-piv...subtotals.html Gord Dibben * *Microsoft Excel MVP On Thu, 8 Sep 2011 14:25:36 -0700 (PDT), trvlnmny wrote: I am working with Excel 2003 and W Vista. I have a spread sheet that contains 5 columns. One column contains Amounts Spent. Another column contains a one word category of what the amount was spent on such as fuel, dining etc. The spreadsheet is in order of the date of the expenditure. Someplace at the bottom I would like to be able to show sub totals based on the category. Thank you for any and all help. OK, I am using the Pivot Table Wizard. In my source worksheet I have columns labeled Date, Amount and For. In the Wizard Layout screen I move Date to Row, I move For to Column and I move Amount to Data. What happens is Amount changes to Count of Amount. This gives me a count of the amount entries and not the actual amount value. Thanks for any and all help. |
#4
Posted to microsoft.public.excel.newusers
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Summarize By Category?
trvlnmny wrote:
On Sep 8, 5:55 pm, wrote: Check out the features of Pivot Tables. For very good assistance see Debra Dalgleish's site. http://www.contextures.on.ca/tiptech.html See help under the "P" section. For your particular need maybe http://www.contextures.com/excel-piv...subtotals.html Gord Dibben Microsoft Excel MVP On Thu, 8 Sep 2011 14:25:36 -0700 (PDT), wrote: I am working with Excel 2003 and W Vista. I have a spread sheet that contains 5 columns. One column contains Amounts Spent. Another column contains a one word category of what the amount was spent on such as fuel, dining etc. The spreadsheet is in order of the date of the expenditure. Someplace at the bottom I would like to be able to show sub totals based on the category. Thank you for any and all help. OK, I am using the Pivot Table Wizard. In my source worksheet I have columns labeled Date, Amount and For. In the Wizard Layout screen I move Date to Row, I move For to Column and I move Amount to Data. What happens is Amount changes to Count of Amount. This gives me a count of the amount entries and not the actual amount value. Thanks for any and all help. Click on the "Count of Amount" and you should be able to change count to sum Also check out the sumif formula it will total, that may be an alternative solution -- Mad |
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