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Power Query - All Sub-Categories table list automatically to the budget

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(@lfpernambuco)
Posts: 2
Active Member
Topic starter
 

I was watching the Ultimate Personal Budget https://www.youtube.com/watch?v=e0oQ5N_rYU4

Once I create my Category Table (as a foundation), how can I automatically bring it to the Budget Sheet? Instead of choosing for a drop down list?

 

thanks

 

lucia

 
Posted : 07/01/2024 5:12 pm
(@catalinb)
Posts: 1937
Member Admin
 

Hi Lucia,

You can use formulas to add the missing details from category table (replace the placeholders with your real references).

=INDEX(Category, Match(SubCategory, SubCategoryColumn, 0))

Or, you can use power query to merge the 2 tables using subcategory and expand the columns you need from the merged table.

 
Posted : 11/01/2024 1:15 am
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