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Post Info TOPIC: Excel - Is there a quick way?


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Excel - Is there a quick way?
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Ok - So you have a cash book for an account and each row has a relevant income/expense type in the 'category' column.

When you then filter this column, there are around 30 different types. If I then wanted to amend the way the spreadsheet works and show the categories along the top with each having it's own column rather than there being only one column for the amounts, is there a quick way of only populating the unique category labels along the top row rather than manually entering? I have subtotalled the sheet and went down copying one 'name' from each category and then pasting along the top by transposing. In the above example, there are only thirty but it could have been worse.

Also, if you then wanted the spreadsheet to show the value in the appropriate cell (i.e., in the new category column) with reference to the original category column (matching against the the category name above the value cell) is this possible? It sounds like it is with some kind of matching/Lookup formula, but can't fathom it out!!

 

Thanks for any help.

 



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Trying to be a bit too extravagant.....the simple everyday SUMIF function actually works for the second query!

Not sure about the first one though.

 

 



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If you did a drop down data validation list with the categories then used a pivot table it would work.

You could also use IF functions in the category columns e.g =IF(A1="Motor Expenses","Cell where the value is","0")

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Matthew



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Could you not just create a pivot table from it with the row labels across the top?

Your raw data may need hacking about a bit to get it in the right format to extract from.

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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



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+1 for Shamus's suggestion. Pivot tables are great for this

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Bruton Young Bookkeeping - www.brutonyoung.co.uk



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I realise that I could have used a pivot table......but it is the raw data that I am trying to re-format. I want everything to be seen as it is on the page, but have a columnar total for each category and so want to do this just once.

I thought that there would be a way to select just the unique entries in a field (of which there may be hundreds) and quickly paste them as a list.....or in this case transpose along the top row to create column headings. I still think this MUST be possible in something as sophisticated as Excel????!

 

Thanks for the suggestions!



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If all that you want is simply extract a list of uniques from a colum, lthen create a list so that all of your entries are in (say) column C.

Lets allow for a couple of top rows for heading lines so assume the data starts in row 3.

You are going to need three new columns to get your list. Lets put them in columns H, I and J.

Column H. this is going to be your check unique column, Column I is just a count, Column J will be the one that does the work.



In Column H, Row 3 include this formulae :

=(COUNTIF(C$3:C3,C3)=1)*1

Now drag that down to the last row that you have any data in column C.



In Column I row three include this formulae :

=SUM(H3:H3000)

Do not copy this foumulae, we only need it once. Change the H3000 to whatever your maximum line is.




Now for the fun one. The other two columns have just been setting the criteria, this is the one that does the work.

Put this in Column J row 3 :

{=IF(ROWS(J$3:J3)<=I$3,INDEX($C$3:$C$3000,SMALL(IF($H$3:$H$3000=1,ROW($H$3:$H$3000)-ROW($H$3)+1),ROWS(J$3:J3))),"")}

Do not omit the {} on either end as that bits important.

Now drag that down to the last line as you did with column H.




Ta dah... A list of the unique occurences in column C delimited by the count from row I and appearing on consecutive rows.

Was that what you were looking for?

As the last step for what you want just copy and paste special to another worksheet. You want to paste special as you are posting the values, not the formulae plus on the paste you need to tick the transpose button... Wallah. All your uniques in one column each.




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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.

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