Difficult to help without looking at your file. Could you upload it? Just remove any private and confidential information.

Hello Riny, thank you, sending attached. 

@georgeradvansky I don't see the file. Can you try again?

Can you see now ?

Yes, now I see the table. Thanks.

First of all, why does it have the csv extension when it is not a csv file? After ignoring a warning message, Excel opens it as a regular Excel file. So, save it as an xlsx file.

The biggest problem is that the transactions table has a column header "Subkategorie " (note the trailing space) where the katergorie and budget tables use "Subkategorie". You then append the transactions to the budget that created on column for each. That breaks the merge/expand process that returns the 'Kategorie'. So, fix that first. You need to adjust a few queries that call for that "Subkategorie " column as well.

Then you use 'household' (sports) in the transactions table as a subcategory, but it's not defined in the 'Kategorie' table.

So, if you fix these issues, your pivot table will probably work as expected. The attached file might contain what you need.

@riny Thank you so much! You were right and it works perfectly now! 

Very much appreciated!

Jiri 

@riny Hello Riny, I also noticed that while creating column chart for "Expenses" there is also problem with the Month and Year. It does not show proper values as it shows blank values. Can you please check where could be problem ?

Thank you so much!

Jiri 

@georgeradvansky Hi Jiri, I would really need to have a look at your file again, otherwise I can not see what you have done.

Dear Riny, I am sending attached. 

Thank you very much in advance

Jiri 

@georgeradvansky I would add the Year and Month in both the Budget and Transactions tables before appending them into the Data table. See attached.

Edit: Alternatively, make sure that the date columns in both tables are called the same. Yours are called "Datum" in Transactions and "Date" in Budget. The added columns in the Data table were based on "Datum", so the Year and Month columns only picked-up dates from the Transaction table.

@riny It works by changing the column name. You are incredible 🙂 Thank you so so so much !!!

Dear Riny,

my dashboard looks perfect...one last thing. The personal profit loss categories are changing order based on values (there might be some sorting filter i accidentally turned on but dont know where to switch it off. I created a very brief pivot table to demonstrate. Would you know how to make the categories fixed without changing order as they need to be fixed for the upper dashboard referencing to profit loss. 

Thank you! 🙂

Jiri 

Can't really tell what you accidentally may have or have not done, though you can drag the sub-categories in any order you want. Then you sort them manually and their order will stay the same, unless you right-click on an amount inside the pivot table and and then sort smallest to largest or vv.

@riny Hi there, yes, I did right-click on an amount inside and sorted smallest to largest.