My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

Power Query - All Sub-Categories table list automatically to the budget|Power Query|Excel Forum|My Online Training Hub

You are here: Home / Power Query - All Sub-Categories table list automatically to the budget|Power Query|Excel Forum|My Online Training Hub
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search
Search
Forum Scope



Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_PrintTopic sp_TopicIcon
Power Query - All Sub-Categories table list automatically to the budget
Avatar
lucia pernambuco

New Member
Members

Power Query
Level 0
Forum Posts: 2
Member Since:
December 18, 2022
sp_UserOfflineSmall Offline
1
January 7, 2024 - 7:12 am
sp_Permalink sp_Print

I was watching the Ultimate Personal Budget

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

Avatar
Catalin Bombea
Iasi, Romania
Member
Dashboards

Power Query

Power Pivot

Xtreme Pivot Tables

Excel for Decision Making

Excel for Finance

Excel Analysis Toolpak

Power BI

Excel

Word

Outlook

Excel Expert

Excel Customer Service

PowerPoint
Level 10
Forum Posts: 1939
Member Since:
November 8, 2013
sp_UserOfflineSmall Offline
2
January 10, 2024 - 3:15 pm
sp_Permalink sp_Print

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.

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Saliha Mohamed
Guest(s) 9
Currently Browsing this Page:
1 Guest(s)
Top Posters:
Catalin Bombea: 1939
SunnyKow: 1432
Anders Sehlstedt: 930
Purfleet: 415
Hans Hallebeek: 355
Frans Visser: 349
David_Ng: 312
lea cohen: 248
Jessica Stewart: 219
A.Maurizio: 216
Newest Members:
HMDIGPzunsnLJt lObJcycvbDLCmIq
Stephen Brown
John Kang'ara
iDeYYtyNRPTss icXlxLtkCZaWuY
Elizabeth Kinsey
Shaun Del Toro
Clive Webb
Forum Stats:
Groups: 3
Forums: 25
Topics: 7095
Posts: 31110

 

Member Stats:
Guest Posters: 49
Members: 34532
Moderators: 2
Admins: 3
Administrators: Mynda Treacy, Philip Treacy, Jessica
Moderators: Velouria, Riny van Eekelen