Q: How do I link columns in numbers on mobile?
I am new to numbers and having a bit of trouble with it. I have a spreadsheet with three tabs: a one month budget, a six month budget, and a transaction log. When I enter a new entry in the transaction log, I want it to show under the correct category in my one month budget, but only if the transaction happened within a certain month (in this case, July). I wrote the code you see below in an attempt to achieve this. Here is where I am confused: the code from the first image works, so anything I enter under the 'auto' category shows up correctly, but any other category I select does not show under the one month budget. As you can see in the screenshots, the code is exactly the same save for the cell being referenced to match the category against. I even copied and pasted my category names from the one month budget into the drop down menu I have attached to my transaction log, to ensure the names are exactly the same. What am I doing wrong? Thank you!
iPad mini 2 Wi-Fi, Cellular, iOS 9.3.2, Numbers for mobile
Posted on Jul 4, 2016 3:57 PM
In looking at your formula, where is the date field coming from? The transaction table?
If it is then the field doesnt equal July, it equals 7/4/16.
What i do to account for this is add a column to the transaction table that uses the MONTH function to extract the month number from that rows Date field
=MONTH(A2)
then my sumifs above looks like this:
=SUMIFS(Amount,Month,7,Transactions::Category,A2)
Then it tests not only the category, but my column labelled month.
Let me know if this is not clear enough, i can post a few pics possibly when i get home.
Jason
Posted on Jul 6, 2016 11:15 AM


