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March 27, 2024
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Hi,
I've based by personal budget on the "Ultimate Personal Budget" posted by MyOnlineTrainingHub on Youtube, which is a great template. However, I would like to add a slicer on the "Transactions" sheet with "Categories", not only "Sub-Categories". However, if I add a column in the Transactions-table for Categories and use VLOOKUP /XLOOKUP to fetch the information from "Categories" sheet, I get the error stating it is already in the table (or something similar).
How can I work around this problem? It should be easy to add this slicer, no? I've spent a lot of time with this now, and would greatly appreciate any help.
Link to youtube video: lc=UgyHiEVpzWyJGmq-tgN4AaABAg.A0lXgSuhBzbA117BHBFOsN&ab_channel=MyOnlineTrainingHub
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November 8, 2013
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Hi Hans,
Can you upload a sample file that replicates your errors please?
Active Member
March 27, 2024
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Yes, of course, please find enclosed - appreciate your help 🙂
July 16, 2010
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Hi Hans,
In column H add a heading for 'Category' in cell H15. In cell H16 enter this formula:
=XLOOKUP([@[Sub-category]],TblCategories[Sub-category],TblCategories[Category])
Go to the Table Design tab > Insert Slicer > choose Category field.
Mynda
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