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: https://www.youtube.com/watch?v=e0oQ5N_rYU4&lc=UgyHiEVpzWyJGmq-tgN4AaABAg.A0lXgSuhBzbA117BHBFOsN&ab_channel=MyOnlineTrainingHub
Hi Hans,
Can you upload a sample file that replicates your errors please?
Yes, of course, please find enclosed - appreciate your help 🙂
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
