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

Reply
3 replies

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.

User uploaded file

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.

User uploaded file

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


quinn

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

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 🙂

This thread has been closed by the system or the community team. You may vote for any posts you find helpful, or search the Community for additional answers.

subcategories in categories in popup menu?

Welcome to Apple Support Community
A forum where Apple customers help each other with their products. Get started with your Apple Account.