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Thread: Allocation of Expenses
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    Default Allocation of Expenses

    Hello, i was looking for help on an excel doc, its basically allocating the expenses into different categories but the names for the expenses differ, is there any way i can make the names fit into these specific categories or change each name to fit the category?


    https://ibb.co/rxw47zq

    EDIT:
    to be more specific is there any formula i can use to make it easier or do i change each name one by one to fit into their respective category
    Last edited by Fluff; Jun 30th, 2019 at 09:17 AM.

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    Default Re: Allocation of Expenses

    1. You would be better served uploading an actual file and not a picture of a file. We cannot manipulate data in a picture and no one really wants to spend their time re-creating your file.
    2. You did not offer any type of information on how this should look as solved. Creating a manually prepared sample helps us to understand what you want. Afterall, we are not mind readers
    Let me know if that works for you
    Alan

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    Default Re: Allocation of Expenses

    Quote Originally Posted by alansidman View Post
    1. You would be better served uploading an actual file and not a picture of a file. We cannot manipulate data in a picture and no one really wants to spend their time re-creating your file.
    2. You did not offer any type of information on how this should look as solved. Creating a manually prepared sample helps us to understand what you want. Afterall, we are not mind readers
    I was trying to construct a mini spreadsheet along lines of what I thought might be a type of solution but have run into a problem using Index and Match.
    My attempt below
    Sheet1

    ABCDEFG
    3 P I
    4DATESYMBOLDescriptontotalHST%PHONEINSURANCE
    51/07/2019P#N/A

    Spreadsheet Formulas
    CellFormula
    C5=IF(A5="","",INDEX($F$4:$G$4,MATCH(B5,$F$3:$G$3,0)))


    Excel tables to the web >> Excel Jeanie HTML 4


    If i can get C5 to equal F4 then i would place a fomula in F5 to pick up value in D5.
    Any assistance welcome

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    Default Re: Allocation of Expenses

    Bump .
    anyone give me some reason my formula did not work thanks.

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    Default Re: Allocation of Expenses

    Hello, thank you for the replies. I am sorry that i did not upload the file and just a picture, it was my first time doing it and i also should have been more clear about how i wanted it to look. I will make another thread with the uploaded file.

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    Default Re: Allocation of Expenses

    Quote Originally Posted by pedro-egoli View Post
    Bump .
    anyone give me some reason my formula did not work thanks.
    Found that leading/trailing spaces caused my error and the formula worked as shown below
    Sheet1

    ABCDEFG
    3 PI
    4DATESYMBOLDescriptontotalHST%PHONE INSURANCE
    51/07/2019IINSURANCE
    67/07/2019PPHONE

    Spreadsheet Formulas
    CellFormula
    C5=IF(A5="","",INDEX($F$4:$G$4,MATCH(B5,$F$3:$G$3,0)))
    C6=IF(A6="","",INDEX($F$4:$G$4,MATCH(B6,$F$3:$G$3,0)))


    Excel tables to the web >> Excel Jeanie HTML 4

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