List Expenses By Categories Dropdown And Then Total Of Each Category?

Mar 11, 2014

I'm working on making a monthly expense report with 2 sheets; the first sheet would include each individual expense and the expense would placed in a certain category. The second worksheet would be a summary of the total expenses for each category.

I would like column A to be a drop down menu:

Column A: Expense type (Stationery, Kitchen, Maintenance, etc..)

Column B: Amount

This would continue for as many rows as i need

Then on a different worksheet it would add each item based on its category and give a total for each category.

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I have a small online business and am slowly learning Excel to keep my records. I looked at Quickbooks and I think that it just a little too complicated for my needs, besides I like excel better.

The spreadsheet I want to make is how can I summarize the different categories, shipping, travel, EVSE, Wire, or whatever I come up with in the future from a daily expense spreadsheet. I guess the summary should be on another page.

I also guess I can make up a total also of the companies I buy from...

I've attached a beginning daily expense spreadsheet with some entries.2014 costs.xlsx

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when you open up the file please ignore everything above the blue bar. That was the old data which was arranged wrong. I have actually figured a lot of this out but i am stuck. The graph is set up so when you click on the drop down menu (F26) it changes the graph to the relevant data. Now the bottom graph is currently graphing the Months Expense1 as a total of all Expense1. So January Expense1 was $100 so its 26% of all Expense1. and when you click on the drop down button you can changed the data to Expense2 and the graph changes. YAY ok thats cool. However, thats not what i want. I want the pie chart to be graphing the expenses as a percentage of total Expenses. So the drop down menu would be of the months instead of the expenses.

I have changed that with relative ease, but I cant get the data to graph how i want it to.

I have been using OFFSET() formula and the define name manager to set up the previous graph. You can easily look at the formulas i have used instead of me trying to explain everything. Please help. This is the test bed for a budgeting spread sheet I am working on.

if you can help me out that would be great.. Please try not to use Macros because i dont understand them all that well and I need to take what is done in this spreadsheet and learn from it and change it so it works when are thre 10 expenses.

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I have attached the file I am referring to and highlighted in yellow the significant cells.

1. Trying to get data from the all expense sheets to the "Time Sheet" Tab by date and category.
2. Need to show the billable expenses expanded out to each category (meals, hotel, etc.) by date.
3. All nonbillable is summed up in one column by date.

June expense report has:

Date of ReceiptExpense Type "Billable? Total USD
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01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Ground Transport No - Training$20.00
05-Jun-08 Meals & Entertain Yes - Recoverable$15.00
05-Jun-08 Meals & Entertain Yes - Recoverable $50.00


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2) Same as June 5, 2008 for Meals & Entertain.

3) All Non-billable (No - Training; No - XXXX; anything with NO) are summed up in one column by date in the "Time Sheet Tab"

4) There are multiple Expense reports and I need the macro to run through all of them dynamically as they input the data in to show on the "Time Sheet" tab.

This would make my job a lot easier if I could get this running. I dont' think it is too complex, but obviously too complex for me. I started on some of the vba below. I do not have all the parts yet, weird thing is, it did spit out a number, but now it is not. I'm at a loss.
...................................

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But that is returning total instead of a total for each record What did I miss?

This works for the first Calculated column: =CALCULATE(sum([TotalExpense]),FILTER(dimExpense,dimExpense[Type]="Sundries"))

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A circular dependency was detected

Found the answer on SQLBI website I added a unique id to each row and in Table Behavior in the Data Model set the Unique_ID as the Row_Identifier

[URL]

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[url]

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[URL]....

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