sebisa

Q: subcategories in categories in popup menu?

Is it possible to make subcategories in the category section in a pop up menu?

 

For example in the personal budget template. Under transactions I'd like to make subcategories in the category section. For example under "car" I'd like to make categories :gas, insurance, repairs etc... how do i go about??

 

Thank you in advance!

 

//  Cecilia

MacBook (Retina, 12-inch, Early 2015), OS X Yosemite (10.10.5), Numbers

Posted on Apr 16, 2016 8:08 AM

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Q: subcategories in categories in popup menu?

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  • by t quinn,

    t quinn t quinn Apr 16, 2016 9:59 AM in response to sebisa
    Level 5 (4,995 points)
    Mac OS X
    Apr 16, 2016 9:59 AM in response to sebisa

    Hi Cecelia,

     

    The short answer is no. But you can create categories for Auto- Gas, etc.

     

    The first step would be to add your new categories to the Summary by Categories table in the budget tab.

    Screen Shot 2016-04-16 at 10.04.26 AM.png

    Second step edit the popups on the transactions table. It is vital that the popups and the categories in the sumary table are spelled the same. A stray space would break the link.

    Screen Shot 2016-04-16 at 10.09.15 AM.png

    Delete "Auto" from the popup and Summary by Categories table.

     

    quinn

  • by sebisa,

    sebisa sebisa Apr 16, 2016 10:08 AM in response to t quinn
    Level 1 (8 points)
    iWork
    Apr 16, 2016 10:08 AM in response to t quinn

    Thank you Quinn for the answer. 

    I have been doing that, but was wondering if you could subcategorize / under categorize each category in another column? So as not having to scroll down a long popup... I don't know if you follow my train of thought? maybe it is just another step not needed? 

     

    With these subcategories i'd like to make more charts that when i categorize them in subcategories i get automatic like in the budget template.

     

    thank you anyways!

    still trying to figure it out how i want to set my template up

  • by t quinn,

    t quinn t quinn Apr 16, 2016 11:32 AM in response to sebisa
    Level 5 (4,995 points)
    Mac OS X
    Apr 16, 2016 11:32 AM in response to sebisa

    Hi sebisa,

     

    I was attempting to emulate dynamic popups something that would offer different possibilities depending on what was initially chosen in a popup. This sounds a little like what you are asking for. Ian created a user tip:

    Nested (or Cascading) Pop-Up Menus in Numbers 3

    I think it might be usable in an order form but it uses many rows for each displayed row and would become unwieldy in a long record.


    quinn