Data to mini summaries by category

[AnnieS2Elise]

Hi all

I want to enter data into a "data" tab, with columns "date, name, description, amount" in A-D, but then have a summary tab that I will select a month and all the lines will copy to the summary tab and be sorted by description and date, with a total for each description. I have an example in Excel but not sure how to post it?

Thanks
Annie

 

[Fluff]

Cross posted https://www.excelforum.com/excel-pr...24410-data-to-mini-summaries-by-category.html

Cross-Posting
While we do not prohibit Cross-Posting on this site, we do ask that you please mention you are doing so and provide links in each of the threads pointing to the other thread (see rule 13 here along with the explanation: Forum Rules).
This way, other members can see what has already been done in regards to a question, and do not waste time working on a question that may already be answered.

 

[AnnieS2Elise]

Cross posted https://www.excelforum.com/excel-pr...24410-data-to-mini-summaries-by-category.html

Cross-Posting
While we do not prohibit Cross-Posting on this site, we do ask that you please mention you are doing so and provide links in each of the threads pointing to the other thread (see rule 13 here along with the explanation: Forum Rules).
This way, other members can see what has already been done in regards to a question, and do not waste time working on a question that may already be answered.

Thanks for posting the quote, and pointing out the rule - I was on my phone and wanted it posting quickly, so didn't go onto the rules!