Excel, select date and amount from table that match category

0
votes

I have an excel worksheet that lists expenses. The columns are Date, Category, Amount, Description, Sub Category, and Subscription. I want to return a list of the date and, amount of all records with the category "Investment", on to different worksheets called Budget from a worksheet called Expenses.

In SQL you would write it as
SELECT Date, Category FROM Expenses WHERE Category == "Investment"; But I'm using excel and not good at execl.

The Expense worksheet has a title on the first row, column names on the second row, data starting on the third row, and columns going A to F, in the order first stated above.

Is there a way to display the results onto another worksheet using excel functions?

1
excelexcel-formula
Sounds like a job for the SUMIF function. Read all about it here: support.microsoft.com/en-us/office/…, or maybe a pivot table support.microsoft.com/en-us/office/…. One of the two for sure. – Nicholas Hunter

1 Answers

0
votes

Assuming you have office 365, all you got to do is, goto the Budget sheet and type in the formula

=FILTER(Expenses!A2:F33,Expenses!B2:B33="Investment")

Where range A2:F33 and B2:B33 is the total array in Expenses sheet that needs to be adjusted to your data