First Example done together: A budget, expenses sheet  (part 2)

Here the next steps to our expense/budget sheet.

Go to the first page if you haven't read it.

We do not need to write the formula on every line.... great!!!

By double click on the corner, the formula will be copied automatically towards the bottom.

copy down

 

Now that we have entered the formulas, we can hide the unwanted columns, right click on the columns and press Hide.

We have also changed the color of the header for monthly and yearly. So that we can see them better.

 

hide columns

 

An important point is that you want to see your header all the time. Also when you have entered many many many expenses.... so lets do this by freezing the rows (and columns if you want). By clicking on the A4 Cell and then on the freeze pane button, we define the corner of the frozen zone (brrrrrrr....)

freezing cells

 

Pivot Table and Charts

This are very important tools in Excel allowing you to sort, and juggle with data.....REALLY...

We are going to create a Pivot table and chart. Select any point in the table and then press the Pivot chart button

pivot chart

The create pivot table window opens and asks you to confirm the table name (or range of the table sometimes). Press OK.

 

pivot table

 

This new sheet opens. It will allow you to create a graph just by dragging the fields.

pivot sheet

 

By dragging the Month and Category into the AXIS area and then the Expenses into the VALUE area you get already a table and a graph.

But... something is wrong with the graph. It show you the COUNT and you do not want the count but the SUM of your expenses.

pivot table

 

So by clicking on the small arrow to the right of the COUNT OF EXPENSES, you will get the following window.

pivot table

 

ANd by selecting the last one "VALUE FIELD SETTINGS" you get to change the COUNT to SUM.

COUNTING

ET voila....

The graph and table are correct. Showing you per category and per month your expenses.

expenses graph and chart

 

If you add data in you entry table, then the Pivot table will not refresh automatically. To refresh the chart, press ALT-F5.

final table expenses

 

Hope you enjoyed and learnt something....

Download the file here.