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hop-frog Power User

Joined: 22 Jul 2004 Posts: 74
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Posted: Sat Jun 03, 2006 10:03 pm Post subject: Display breakdown of items based on category |
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Hello,
I am creating a simple spreadsheet in Calc for maintaining a balance on multiple accounts, set up just like a checkbook, but with the addition of a breakdown of the information displayed on the second page (Sheet2) for the purpose of maintaining a budget.
A very simplified version of the balance sheet's column headings on Sheet1 follows:
Date | Payee | Category | Amount
Rows represent each transaction.
Now, lets say I have recorded the following transactions:
06/01/2006 | Wal-Mart | Groceries | $16.09
06/02/2006 | Olde Towne Bakery | Groceries | $2.15
06/03/2006 | Wal-Mart | Entertainment | $17.81
All of the above, I know how to accomplish. The resulting breakdown which would appear in Sheet2, however, I am not sure how to make, nor do I know if it is possible in Calc:
Amount spent on Groceries: $18.24
Amount spent on Entertainment: $17.81
Amount spent at Wal-Mart: $33.90
Amount spent at Olde Towne Bakery: $2.15
Somehow, it has to go through and search for all transactions categorized under Groceries and then display the sum total of all of just these transactions. |
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noranthon Super User

Joined: 07 Jul 2005 Posts: 3318
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Posted: Sun Jun 04, 2006 4:18 am Post subject: |
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The SUMPRODUCT function will do what you want. _________________ search forum by month |
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David Super User


Joined: 24 Oct 2003 Posts: 5668 Location: Canada
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Posted: Sun Jun 04, 2006 4:46 am Post subject: Re: Display breakdown of items based on category |
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| hop-frog wrote: |
All of the above, I know how to accomplish. The resulting breakdown which would appear in Sheet2, however, I am not sure how to make, nor do I know if it is possible in Calc:
Amount spent on Groceries: $18.24
Amount spent on Entertainment: $17.81
Amount spent at Wal-Mart: $33.90
Amount spent at Olde Towne Bakery: $2.15
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Something like this:
=SUMIF($C$1:$C$8;"Groceries";$D$1:$D$8)
Similarly for the second set.
David. |
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hop-frog Power User

Joined: 22 Jul 2004 Posts: 74
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Posted: Sun Jun 04, 2006 6:33 am Post subject: |
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| Thanks! |
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Nalo General User

Joined: 29 Jan 2006 Posts: 7
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Posted: Thu Jun 08, 2006 2:02 pm Post subject: Re: Display breakdown of items based on category |
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Hello,
I'm working on a similar spreadsheed and I have another similar question:
How can I get the amount spent on Groceries at Wal-Mart? Or how can I get the amount spent on Entertainment at Wal-Mart?
The problem is how to specify two conditions (over two columns) in =SUMIF( $C$1:$C$8;"Groceries";$D$1:$D$8 ) .
Thanks _________________ ----------------
Nalo |
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Nalo General User

Joined: 29 Jan 2006 Posts: 7
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Posted: Thu Jun 08, 2006 2:32 pm Post subject: Re: Display breakdown of items based on category |
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Hello,
I have just found the solution!
=SUMPRODUCT( $C$1:$C$8="Groceries";$B$1:$B$8="Wal-Mart";$D$1:$D$8 )
Sorry for beg you with the question and the answer, but I think this will help somebody.
Regards, _________________ ----------------
Nalo |
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Villeroy Super User


Joined: 04 Oct 2004 Posts: 10065 Location: Germany
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Posted: Thu Jun 08, 2006 2:32 pm Post subject: Re: Display breakdown of items based on category |
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| hop-frog wrote: | Hello,
Date | Payee | Category | Amount
06/01/2006 | Wal-Mart | Groceries | $16.09
06/02/2006 | Olde Towne Bakery | Groceries | $2.15
06/03/2006 | Wal-Mart | Entertainment | $17.81
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Select entire columns A to D
Menu:Data>Data Pilot>Start...
Confirm "Current Selection"
Hit "More..."
Choose target cell sheet2.A1 (or any other top left cell of a unused range)
Check al other options below
Drag "Amount" to "Data Fields"
Drag "Category" and "Payee" to "Column Fields"
Drag "Date" to "Row Fields"
Confirm dialog
Select a single Date
Menu:Data>Outline>Group
Check "Months" and "Years"
On the sheet drag around the grey boxes in order to remove a field or change a field's orientation. _________________ Rest in peace, oooforum.org
Get help on http://forum.openoffice.org |
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