summing line items by category

  • Thread starter Thread starter The Ambassador
  • Start date Start date
T

The Ambassador

I have all my expenses listed by date order for 2009. I categorized them
using a "Data Validation" list. Now I want to get totals for each category.
How do I do this?
 
Without seeing your WB I would suggest to Filter-Out whatever needed category
and calculate its sum with SUBTOTAL.
Micky
 
Hi

Assuming you have headings in row 1 like Date, Category and Value
Place cursor in A1>Data>Pivot Table>Finish
On the PT skeleton that appears on a new sheet
Drag Category to the Row area
Drag Value to the Data area as Sum of Value

If you want to Summarise by Date as well, than drag Date to the Row area as
well
Right click on the first of the Date cells>Group and Outline>Group>Select
Month>OK
You can then drag the Month label to the Column area and see the 12 months
across the page.

For more help on Pivot Tables take a look here
http://www.contextures.com/xlPivot07.html
--
Regards
Roger Govier

The Ambassador said:
I have all my expenses listed by date order for 2009. I categorized them
using a "Data Validation" list. Now I want to get totals for each
category.
How do I do this?

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