Multiple, filterable categories/tags

eraust

New Member
Joined
Sep 13, 2022
Messages
17
Office Version
  1. 365
Platform
  1. Windows
Hi All

I'd like to be able to apply multiple categories and subcategories (or tags) to expenses in a sheet I have, but I can't seem to find a suitable way of doing this.

For example, one of my expenses may have been for flights to Australia - so I would tag this expense with three separate tags: "travel", "flights", "Australia". I've also bought flights to Spain this year: "travel", "flights", "Spain".
I'd like to filter by "flights" and see both my flights to Australia and Spain. If I filter by "Australia" I might see the cost of my flights, plus how much I spent on the hotel and food while I was there.

Any ideas on the best way to do this?

Thanks in advance
 

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You can teach Excel a new custom list. Type the list in cells, File, Options, Advanced, Edit Custom Lists, Import, OK
If I were you I would go something like this. Then you may use normal text filtering with "contains" option.
 

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Upvote 0
Thanks @Flashbond, I did come across this solution online the only issue I envisioned with it is if multiple people are using the same spreadsheet there's a margin for human errors in spellings or choice of tags so was trying to look for a way I could establish a predetermined list of tags.
 
Upvote 0
Ok then,

If I were you I would make a seperate tags list. Then decide a maximum limit for number of tags allowed. Let's say 3.

I would create Data Validation list in E2, F2, and G2 and set the tags list as source.

Then my D2 formula will be:
Excel Formula:
=TEXTJOIN(",",1,UNIQUE($E2:$G2))
 
Upvote 0

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