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Excel/Relating two tables


I am trying to creating a budget template. In the first table I have transactions that are organised by categories. The second table should show the summary of categories from table 1.

For example :

Table 1

Date       Transactions    Category    Amount
2-Mar-14   Chong Qing   Food          $25.00
4-Mar-14   Superstore    Grocery    $14.99
16-Mar-14   McD          Food        $3.50

Table 2

  Summary Of Categories          
     Total Cost    
Auto          $0   
Food          $28.50   
Transport          $0

When entering transactions under the Food category in table 1 it should automatically come into table 2. If there is more than one transaction for a category ( 2 food transactions) it should add it to the total ( $ 28.50 in the above example).

I'm not too sure how to link the two, either as a pivot table or to use a formula / VB code.

Any help would be appreciated.



Hi Hitesh,

This looks like a straightforward linking problem. If I understand your question correctly, you just need to add a sum formula and link table 2 to that total. I don't really see a need for macro or pivot table

Hope this helps,
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I can answer questions related to the following topics: 1. MS Excel - Creating and Linking Formulae, Running Pivot Tables, Vlookup etc. 2. Macros / VBA - Creating Macros to do specific jobs. Importing / Exporting / Validating Data in excel through Macros.


I've been working on excel for over 10 years and on VBA macros for over 3 years now.

Bachelor of Commerce, Chartered Accountant from The Institute of Chartered Accountants of India

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