Pivot/SUMIF Help
OK -- Rather then asking too many individual questions let me give an example for the Numbers experts (I am coming from many years of Excel)
Month | Date | Description | Original Description | Amount | Transaction Type | Category | Account Name |
April | April 13, 2016 | Delta | DELTA AIR | $725.14 | debit | Air Travel | Visa1 |
April | April 11, 2016 | Parking | PARKING | $46.97 | debit | Air Travel | Visa2 |
April | April 11, 2016 | Southwest Airlines | SOUTHWESTAIR | $5.00 | debit | Air Travel | Visa1 |
April | April 19, 2016 | DR D | DR D | $160.00 | debit | Doctor | CREDIT CARD |
April | April 19, 2016 | Electric Company | Electric Company Bill Payment | $378.89 | debit | Electric | CHECKING |
April | April 11, 2016 | Amazon | AMAZON MKTPLACE | $15.66 | debit | Electronics | Discover |
April | April 1, 2016 | New Seasons | NEW SEASONS MARKET | $125.47 | debit | Food & Dining | visa1 |
April | April 21, 2016 | Publix | PUBLIX | $145.23 | debit | Groceries | Visa2 |
April | April 13, 2016 | Wal-Mart | Wal-Mart | $47.77 | debit | Groceries | CHECKING |
April | April 11, 2016 | Apple | APPLE | $497.65 | debit | Hobbies | Visa1 |
April | April 15, 2016 | Vacations | VACATIONS | $775.47 | debit | Hotel | Visa1 |
April | April 12, 2016 | Mark | PAYPAL | $100.00 | debit | Hotel | CHECKING |
April | April 8, 2016 | Verizon | VERIZON | $115.55 | debit | Phone, Internet, TV | CHECKING |
April | April 19, 2016 | Marchellos | MARCHELLOS | $38.87 | debit | Pizza Delivery | CREDIT CARD |
April | April 8, 2016 | Tri-Met | TRIMET | $2.50 | debit | Rental Car & Taxi | Visa2 |
April | April 4, 2016 | Rainbow Market | RAINBOW MARKET | $21.25 | debit | Travel Groceries | Visa2 |
April | April 1, 2016 | R O C | R.O.C.C. Bill | $67.40 | debit | Water | JOINT CHECKING |
April | April 2, 2016 | Amazon | AMZ | $138.44 | debit | Woot Wine | Discover |
Imagine the above sheet with many more lines, up to 12 months (obviously) and many more Categories. I am looking to build reports, by month, by category, with subtotals for Amount at the Category and the Month Level. Hopefully a report that I'll easily be able to also create charts/graphs from.
In the Excel days, this is all very easy using Pivot tables --- not such the case with Numbers but I'd like to learn from example and use Numbers if possible.
iMac, OS X El Capitan (10.11.2)
