Help with a report/filter

[johnarbour]

Hello all. I have a simple multi-page budget I have been working with. There is one thing that is giving me trouble. One of my sheets is a transaction sheet. This column lists date, transaction, category, details (these are the columns). I would like to have a button that when pushed, brings up a list of the categories (they are preset spending categories such as groceries, entertainment, etc.). I would then select the category, and generate a report with all items that equal that category selected, complete with dates and transactions (columns 2 and 4). I would like this to be generated on a seperate sheet. How difficult/possible is this? Thanks for the help.

 

[Datsmart]

I would suggest looking at Advanced Filtering to do what you are after.
Good example of Advanced Filter steps here:
http://www.contextures.com/xladvfilter01.html
AdvancedFilter Demo
http://www.contextures.com/xlVideos04.html
Another good link with sample VBA code here:
http://www.meadinkent.co.uk/xlfilter.htm

Advanced Filter allows you to preset filter options.
It also allows you to filter by criteria in ways standard autofilter can not do. You can choose an export location in the dialog box or in VBA code.
Once you setup the code and criteria, you can use a macro button to copy specific data from your main sheet to a "Report" sheet. The original data remains unchanged and the data "Filtered" to another page can be used as desired.