I am creating a budget that has different expenses on one worksheet (Expense_Overview). On another worksheet, I have a list of expenses (Expense_Detail) I am entering that are categorized based on a data validation criteria I set via a list of items. I would like for the Actual Expense column in the Expense_Overview to tally the total Expense Category
based on the data in Expense_Detail. Eg, I want to know the total of all the Lighting
expenses.
I want to avoid pivot tables if possible. I am not comfortable with them, and I am hoping a simple SUMIF line will accomplish this.
Here is my sheet
https://docs.google.com/spreadsheets/d/1XYuo1ozmHkeAnfg00gEmr9-7c8OMCTSSUM7FNm1LOnE/edit?usp=sharing
Best Answer
Please try, in B2 of Expense_Overview:
copied down to suit, or:
You have a treat in store whenever you get around to pivot tables. They are very powerful but incredibly easy to use for all that:
Select A1:D7 in Expense_Detail, Data, Pivot table report..., for Rows Add field select
Expense Category
, for Values Add field selectAmount
.PS Remove trailing space from A3 in Expense_Overview.
PPS If a pivot table will do the job it is normally far and away the best (and often easiest!) solution.