use query or similar to get categories by month

ShadowRider

New Member
Joined
Sep 23, 2010
Messages
23
Office Version
  1. 365
Platform
  1. MacOS
  2. Web
I currently use
=query('2023'!E2:G, "select G, sum(E) where G is not null group by G")
to get a list of categories and their sums but I'd now like to get a sub total by month.
Column A in the sheet has the date, G is category and E is amount.

I could sort by month and create separate sheets for each month but think there should be an earlier solution.

Thanks!
 

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Author John Walkenbach was Mr Spreadsheet until his retirement in June 2019.
What version of excel is this? I have insiders beta edition, and I do not have the QUERY function.
Please update your profile so your version shows up on your profile "button"?

But, you can do this with a pivot table:

1700863347503.png


Mr Excel Questions 73.xlsm
ABCDEFGHIJKLMNOPQRSTU
1DatecolbcolccodAmtcolfCategory
22023-09-1211DSum AmtMon
32023-08-1224CCategoryJanFebMarAprMayJunJulAugSepOctNovDec
42023-09-1222CA182436202421
52023-01-0822EB291223212712
62023-12-1015CC13153728252422355315
72023-10-1211CD18463525161124
82023-03-1421DE22351619102216
92023-08-0912B
102023-06-1114A
112023-07-0920A
122023-07-1016B
132023-11-1616C
142023-11-0910A
152023-04-1210A
162023-03-1315C
172023-04-1112D
182023-09-1622E
192023-10-0824C
202023-11-1111A
212023-07-1616D
222023-11-1124C
232023-06-1322A
242023-04-1123D
252023-05-1315C
262023-05-1013C
272023-05-1521B
282023-07-1325C
292023-12-0824D
302023-03-1311E
312023-06-1019E
322023-04-0824C
332023-03-1324E
342023-02-0912B
352023-11-1216E
362023-02-0913C
372023-03-0823B
382023-01-1016B
392023-01-0913B
402023-03-1025D
412023-04-0914A
422023-06-1625D
432023-09-1010A
442023-04-0916E
452023-02-1418D
462023-07-1110E
472023-09-0914A
482023-04-0813C
492023-11-0913C
502023-03-0918A
512023-07-0811B
Sheet3
 

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Upvote 0
Solution
I must admit that I was not using excel but passing along a question my daughter asked me (she is apparently using google sheets). I have forwarded your answer and recommended she use a pivot table there as well.

As for me, I'm using excel for MAC version16. (386 subscription)

-Eric
 
Upvote 0
I must admit that I was not using excel but passing along a question my daughter asked me (she is apparently using google sheets). I have forwarded your answer and recommended she use a pivot table there as well.

As for me, I'm using excel for MAC version16. (386 subscription)

-Eric

Happy to help. But, of course the solution I gave is for an Excel solution.
Google Sheets questions should be posted here:

Best Wishes!
 
Upvote 0

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