3 Replies Latest reply: Apr 15, 2012 7:27 AM by Yung Lu
Yung Lu Level 1 Level 1 (0 points)

Hi

I'm new to spreadsheets, not just Numbers!

I am making a spreadsheet of my month by month costs, with Months across the top, (I am not sure when a top row becomes a Header)

Verticaly I have, for example, merged a few cells and called the cell "Services".

To the right I have called the next cells

"phone"

"electricity"

"Rates" etc

Below this row are the totals

I have repeated this method for "Car" "Household" and other costs, then at the bottom a "Grand Total" of all the sub totals.

a) is this the correct way

b) how can I get more subdivisions i.e for Car/Mainenance, break down of Tyres, repairs, parts etc

c) how can I attach 'hidden' notes to any cost as a future reference

I hope this is clear

Thanks in advance

Lou


iMac, Mac OS X (10.7.3)
  • Jerrold Green1 Level 7 Level 7 (29,945 points)

    Yung,

     

    Here are a few answers. I'm not going to try to answer them all at once.

     

         "Verticaly I have, for example, merged a few cells and called the cell "Services"."

     

    It a poor practice in Numbers to either Merge or Split cells. It causes problems later if you decide to sort.

     

         "I am making a spreadsheet of my month by month costs, with Months across the top"

     

    It's generally best to have expanding data running down the page, rather than across. If you are going to add months later, put the months in a column rather than a row.

     

         "(I am not sure when a top row becomes a Header)"

     

    A top row, or rows, gain the Header format attribute when you set the number of Headers in the Table Inspector. Try it.

     

         "how can I attach 'hidden' notes to any cost as a future reference"

     

    Use Comments.

     

    In general, subtotals and totals belong in Footer Rows or separate Summary Tables.

     

    Regards,

     

    Jerry

  • Wayne Contello Level 6 Level 6 (15,825 points)

    I made a document for my budget and used many sheets--  one sheet for Utilities, one for Income, one for Car, one for House, one for Charity, etc.

     

    I also had a summary sheet which took information from all those sheets and presented the main catagories.

     

    As far as future notes: there are a couple ways...

    1) attach a note to the cell or

    Screen Shot 2012-04-15 at 8.22.44 AM.png

    2) enter a formula show how you arrived at the total.  That is if the total is comprised of adding 120 and 80 and 35 type "=120+80+35" in the cell

     

     

    I would not merge any cells as generally that causes problems later

     

    You make rows headers of footers at your discretion.  To make a row a header, click the menu for that row and select "Convert to Header Row":

    Screen Shot 2012-04-15 at 8.32.46 AM.png

     

     

    And don't forget there is a Users' Guide which can be helpful:

    http://support.apple.com/manuals#macosandsoftware

     

    Please post back as needed.  There are many people willing to help.

  • Yung Lu Level 1 Level 1 (0 points)

    Thanks

    That has given me a starting place to work further, just 'baby steps' at the moment

    Lou