oleshbecky
New Member
- Joined
- Sep 23, 2018
- Messages
- 2
I have an Excel dilemma I am hoping you can help with. I am creating a balance sheet and income statement from a trial balance I import from Great Plans. I have two data categories, one is the main heading of the section and the other is the line items below. I would like some type of formula that will look at the heading, then look at the line item name and sum up the amounts and place the total in the cell to the right. I created a table and thought that might be the way to start. The problem comes when Selling Expenses, G&A Expense, etc. have the same sub-categories such as Salaries, Insurance, Contract Services, etc.
Sales
Less Sales Discount
Freight Out
Fuel Surcharge
Total Net Sales
My table looks something like this:
Acct Number Description Amount Category Sub-Category
Sales
Less Sales Discount
Freight Out
Fuel Surcharge
Total Net Sales
My table looks something like this:
Acct Number Description Amount Category Sub-Category
