My dates are in Column C, The Categories are in column G, and the expense amount in column H. I have a separate range of columns that are sorted by category and month
| want to know how much I spent in each month for each category.
A pivot table is easiest, see Creating Pivot Tables
Basically,
- Select your source data and click Data > Pivot table > Insert or edit. OK
- Drag the Date to the Row Fields, the Category also to the Row Fields, and Expenses to Data Fields. OK
- Click on a date cell (correction thanks to @lodf2023 ) inside the pivot table and then click Data > Group and Outline > Group. Ensure that Months and Years are both ticked. OK
PivotTable130144EA.ods (16.3 KB)
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I have been reading the forum trying to learn more about pivot tables. @EarnestAl response was very helpful. I was able to walk through it. I did have one problem. In step 3, I had to specifically click inside column A (Date) to get the Grouping dialog to tick the Months and Years. Great question OP.
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