How to use the Net Worth template

Hi WD,

That's the Net Worth template from Numbers 2 (Numbers '09).

Here's a view of the side bar, listing the sheets and the tables and charts on each sheet:

The three tables on the Assets sheet and the two tables on the Liabilities sheet are identical in terms of structure.

Each table has a distinct name, stating the category of Assets or Liabilities to be recorded in that table

Each has two columns and enough rows to list the individual assets or liabilities, plus a Header row to hold the labels for the two columns and a Footer row to hold the total for that category.

Column A is a Header column (required to provide labels for the pie chart on that sheet).

Each table has a single formula, SUM(B), entered in column B of the Footer row.

Data for the pie chart on the Assets sheet is taken from the Total Assets table on the Overview sheet.

Data for the pie chart on the Liabilities sheet is taken from the Total Liabilities table on the Overview sheet.

The Overview sheet contains two tables and two bar charts.

The structure of the three tables, two of them (Total Assets, and Total Liabilities) with identical structure.

Each has a Header row, a Footer row, and the number of body rows to hold the data gathered from the tables on the sheets they summarize.

Each has a header column, listing the categories (table names) from which the data on that row is brought, and a body column containing that data.

Each of these table has two formulas, one of them repeated.

In column B of the Footer row: SUM(B)

In B2, and the body cells below that: Table-name::cell-address

Example: In B2 of Total Assets: =Large or Fixed Assets :: B5

The third table, Total Net Worth, has a single cell, A1, containing this formula:

=Total Assets :: B5-Total Liabilities :: B4

The two bar charts on this sheet get their data from column B (body cells) of their table and their labels from the header row and header column of their table.

Interms of data structure, the two templates are identical. The only table that is different is Total Net Worth. An extra column has been added to that table in the newer version, pushing the calculation into column B. The new column contains a copy of the table's name, and the actual Table name is not shown above the table. An aesthetic change, to better fit the new layout of the information.

All formulas are the same in both versions.

Regards,

Barry

Hi WD,

Instructions on the use of each Sheet are given in a box just under the title line on that sheet.

On the NET WORTH: OVERVIEW sheet, the instructions are these:

"HOW TO USE: This sheet shows a summary of net worth based on calculations of total assets and total liabilities. To customize the data, edit information on the Assets sheetand the Liabilities sheet. As you edit those sheets, this sheet automatically updates."

Note that there is NO mention of entering or editing data on the tables on this sheet. All data entry and editing is done on the tables on the second and third sheets.

Your new asset should be entered on one of the three tables on the Assets sheet; Large and fixed assets, Liquid assets, or Personal items.

Its value will be added to the total on that table, and the pie chart on the Assets sheet will be immediately updated to show the portion of your recorded assets in each category. The new total will be retrieved in the appropriate row on the Total Assets table on the Overview sheet, and the stacked horizontal bar chart on that page will also be updated.

Similarly, any change in liabilities is recorded on the two tables on the Liabilities sheet. The changes are immediately reflected in the bar chart on that page, in the Total Liabilities table on the Overview sheet, and in the stacked horizontal bar chart on that page showing short term and long term liabilities in proportion.

Regards,

Barry

Note: Information described in this post was gathered from the version on the Net Worth template shipped with Numbers 3. Although there may have been changes to the template in later editions, the general principals will still apply:

Tables are of two types: Data tables, where information is entered (and some basic calculations are done) and Summary tables on which ALL data is gathered from other tables, and a summary of that data is produced using formulas on the summary table.

Data entry and summary calculation are done on tables on separate sheets.

B.

Hi WD,

Have you checked in the Template Chooser?

When you open a document created from a template, what you have opened is a document, not the template file itself.

When you Save the document, it is saved with a different extension ( .pages ) than the template has, and is saved in a different location, and is saved with a different name.

Even if you choose Save as a Template, it won't replace the original. both will continue to exist, one at it's original location in the chooser, the other in the My Templates folder (which is in the Templates folder), and will display at the bottom of the display space in the Template Chooser.

Regards,

Barry