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.
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
I have a file and it has a table on it with 2 categories.
what i want to do is select a color in the first drop down list and than in the second only select the items that match the color i have previously selected.
Is there anyway to do this with named ranges because i would like to index everything in a table.
I am using a pivot table to summarise information with a list of tonnes and sources from civic amenity sites. All was fine until I got to this month to do monthly reports. The pivot table appears to be treating what appears to be exactly the same categories of "CIVIC" and "TRANSFER" differently. By this I mean that although the values in the column appears to be "CIVIC" or "TRANSFER", some get treated differently in the pivot table making it pretty useless. I have made sure that all spellings of the words are the same. there are no spaces before or after the word e.g " CIVIC" but to no avail!
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.
number for item detail level from category standpoint. For example, in the category sheet has total number per category and per month and in the item detail sheet has a list of item number with category. I want a formula to recognize which item belongs to which category then use the total number of category by month to multiply with % of total in column D from Item Detail Spreadsheet.
Formula that can calculate % of total for individual items. For example,
Item NoCategorySales% of total 1234Bed150 5678Bed100 1547mattress52 58658mattress188 12356bed12 8954mattress185
I need to find out each item % of total per their own category. For example item 1234 should equal 150/(Total Bed) to get % of total per category and item 1547 should equal 52/(Total of mattress)
I am trying to calculate players ranking based on their weight categories and attempts total, e.g. Category (50kg, 69kg etc..) Rank should be calculated automatically the highest total value of cat. 50kg is 1st second highest is 2nd etc. However, if tow players or more within the same Category have scored same point ranking will be calculated based on Body Weight less comes first and if both have similar weight calculation will be based on Start # first player comes first etc..
Table: Start # Name Body Weight Team Category Total Point Rank
I have a list of questions that need to be filtered by the user and i was looking for an effective way to do it.
Column A is the question number Column B is the Question Category Column C is the actual question.
The user wants to use a dropdown box and select the question category. the results they will get are the question number and the question. there may be several questions within a category so all questions need to be displayed for the category that is selected.
(I havnt explored the use of a list as it gives the user the chance to display all the questions and i am trying to keep the viewing space that this list takes up to an absolute minimum). Also i have mentioned a dropdown box as these are very familiar to the user and so they could use it without the risk of user error. I have attached a list of the questions.
I am trying to capture billable and non-billable expenses in a time sheet by date. I thought it was pretty simple, but after a few days of battling with the syntax (I am pretty new to macros)
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 01-Jun-08 Airfare Yes - Recoverable$2,000.00 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
1) There are TWO June 1, 2008 items that are "Airfare" & "Billable", therefore in the "Time Sheet Tab, I need it to show that under "Billable Airfare" for June 1, 2008 that it is $4,000.
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. ...................................
I have included my budget so helpers can see it. I am trying creating a formula on mini-dashboard on A8 (Under the total budgeted amount) that will check the total budgeted amount based on the values I enter on the categories sheet. Of course it will be controlled using the drop down menu on A2 on mini-dashboard. I thought I had this working with a sumif function but it seems to have quit working.
I am building a tracking list for several items and have categorized them
Software Hardware Networking
I will have several of these and the list keeps getting bigger. I have a table above the list that summarizes these catergories and the count of them. How can I count each categorie and so that it updates each time I add one.
The formula would have to sumproduct or determine what categories are there and how many (unique list) and update when I add one.
Currently its a manual process of creating a unique list and doing a countif.
Drop list. First of all I have sheet with all my data and i have define the name of each table.
I have about 15 categories table and a table with min 2 and max 100 items in each category.
I have made in a different sheet a drop list for my categories. Near this list i made another drop list with the items by using the formula =indirect() to arrange my items by categories.
The problem that i have is: - Some categories they have many items and is difficult to find some items. i need to put a formula to put some letters and find what i need easily (easy searchable).
I have lots of DVDs and decided to catalogue them using Excel 2010. I made use of 3 Sheets. In Sheet 3 there are 2 lists: Category (PG, M18, General, Adult) and Language (English, Chinese, Japanese, Korean, Spanish). Sheet 2 contains the data under the following headings: Title, Category, Language, Genre. I used Sheet 1 to create a drop down list for selecting a Title and then the information of the title are displayed, that is, its category, language and genre (I used vlookup). This is working fine.
Then I created another drop down list for Category. I want to be able to select a category, such as M18, and then a list of titles that fall under this category will be displayed. However, when I tried using vlookup with index, I failed to get the display of titles.
I need new workbooks based on category name in the below list. Respective sheets should be copied from the existing workbook with items as sheet names. List can be updatable.
i have created this spreadsheet for windows and doors. My only problem right now is that when i put a quanity of "3" in the correct column with frame removal. it doesn't multiply it by 3.
Example:
90x90 = 56.25 sq ft (window) : 3 QTY .. with frame removal should equal $ 855 but its only adding the 1 frame removal so its $785
Frame removal, jamb ext and casing should multiple the value from the table worksheet with the QTY of windows.
Basically, I have an excel spreadsheet with different valued items for example,
TV Essential l £15 TV Essential extra l £20
Broadband Essential l £ 8 Broadband Extra l £12
I have options for TV, Broadband and Phone. At the bottom of the spreadsheet I want three drop down lists to pick what TV, Broadband and Phone package I want. For example: TV Essential, Broadband Extra and Phone Weekend. I can create the lists but I was wondering if there was anyway where, as you select the option on each of the lists, a running total will be created. So when TV Essential is selected £15 is added to a cell, say F20. Then when Broadband Extra is selected another £12 is added to cell F20. And as you select different ones in each list the total in F20 changes.
I'm creating a spreadsheet to keep track of my costs of production in an online game. Within the game there are a range of spawned resources that appear for only a short time before being unobtainable these resources have specific types that is shared between multiple spawns of the resource but each resource spawn has a unique name.
My first worksheet lists all the resources and their various qualities and the later worksheets are meant to allow me to choose from a list resources matching the requirements of the item I'm looking to craft. The example i have shown in the second picture requires Tatooinian Fiberplast and Lokian Wild Wheat to craft so in the Chosen Resource column I would like to have a drop down list allowing me to select the named resource type i would like to use - for Tatooinian Fiberplast the only thing on the list should be Omnitwixi and for the Wild Wheat it should show Fizi and Krad
[URL]....
[URL]....
I am aware there are people with more pressing problems than computer games and as such
Is there a way to create a drop down list from a comma delimited list in a single cell? For example, col A is Name & Col B is the delimited list - Blue,Red,Green (list can be different for each name). Would like a drop down list in col C that allows you to pick one of the values from Col B.
I found code online that I can put on my sheet to get my formatting properties to stay the same for the items in my dropdown list located on another page. However the code does not work for conditional formatted cells...which is what I need. This is the code that I have that will carry over regular formatted cells. Just not Conditional formatted cells.
I'm looking for a way to get a unique list from a column to a data validation drop down list. Any fancy formula or vba script to create a UDF which. Does this?
I have 3 related dropdown lists that work perfectly, if you enter data from left to right. But, if you click in the cell containing the second list, which is based on the first list, of which nothing has been selected, you can just type any value in the cell. Is there a way to prevent this, or at least validate that what is entered is a value in the list.
fill the column "Level 2 Area" based on the value selected from "Level 1 Area" which is coming from a drop down list. So the "Level 2 Area" will be a drop down list also based on the selected value from the drop down list from "Level 1 Area".
I have two lists of components, a component from List A is added to one from List B and a total in £'s needs to be shown, simple enough I hear you say HOWEVER the LENGTH of component B is variable.
For example
Input part # ABC in A1 and £50 is shown as a total in D1, then input part # 123 in B1 and the length of 100 in C1 and the total changes to £100. Then if you change the figure to 200 the total changes to £150
I have the following information: Capitalized Expenses TOTAL, Date of Implementation, and Life Cycle as 36-months.
What I am trying to do is write a formula that knows to calculate the total amortized expense per year based on the implementation date and the life cycle. What's tricky is that not all implementation dates begin in 2010...so the formula has to know where to begin placing the amortized/depreciated expenses...see below:
