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Riny van Eekelen
Riny van Eekelen
@riny
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Joined: Jan 31, 2022
Last seen: May 3, 2025
Topics: 0 / Replies: 1195
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RE: Splitting file automatically based on column's value

Difficult to help if you don't show us how your file looks like and explain the logic for splitting the file. Please attach your file.

4 months ago
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RE: STOCKHISTORY not working

Checked on my end. Same set-up as Alan. Everything still works for me. That is, STOCKHISTORY and Data Types.

4 months ago
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RE: GL account coding of bank statement descriptions

@cal Have you considered/tried Power Query?

4 months ago
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RE: Power query - budget - after merging two tables, category of one does not show categories

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 ma...

4 months ago
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RE: Power query - budget - after merging two tables, category of one does not show categories

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

4 months ago
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RE: Excel formula not working

I couldn't really follow your approach and can't answer the question. But I understand what you are trying to achieve and suggest you simplify the for...

4 months ago
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RE: Power query - budget - after merging two tables, category of one does not show categories

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

4 months ago
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RE: Ultimate Personal Budget & Interactive Dashboard not marrying up actual and budget item

@rennae Well, how did the transaction get in there? Let's have a look at January for Loan. There is an entry on 13 Jan for 113.34 and another on 2...

4 months ago
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RE: Ultimate Personal Budget & Interactive Dashboard not marrying up actual and budget item

I've looked at the transactions data and conclude that the total spending of living expenses is indeed $20,596 as included in the report section. "Cat...

4 months ago
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RE: Power query - budget - after merging two tables, category of one does not show categories

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, Exce...

4 months ago
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RE: Power query - budget - after merging two tables, category of one does not show categories

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

4 months ago
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RE: DAX help - Running Total and filters

Glad you worked it out either way!

4 months ago
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RE: Filter between Positive & Nagative numbers

I notice that you have applied conditional formatting to color negative variances red and white for cells that equal zero. The latter you don't really...

4 months ago
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RE: DAX help - Running Total and filters

See if the attached solution tackles your problem. Not sure I fully understand your case though. I added a calculated column that functions like a ...

5 months ago
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