Sum the values across multiple sheets by category

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talisman3

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Jan 7, 2019
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Hi guys

I've read a few posts on how to sum values across multiple sheets meeting a lookup criteria. None of the threads I've encountered have explained it this noob. I've tried the ExcelJeanie without luck, the version is incompatible with the Excel I am using. The data below is comma delimited, with minimal effort you'll be able to get the data into Excel. The A,B,C in the first row refer to columns for your reference when posting help.

Sheet 1: CashBook-January
A B
Details,Amount
auditor,900.75
cleaning gaurdhouse,741
security,666.00
garden service - June 1,900.00
gate cellphone,631.73
gardening,1 080.00
garden service - July,1 900.00
gate repairs,4 151.50
bank fees,124.37
bank fees,75.6
*Yes.. there are blanks




Sheet 2: CashBook-February
A B
Details,Amount
security,666.00
refund - garden exp-clean ivy,604.40
refund-cash paid to Patricia-cleaning,450.00
refund - Gardener Wilson,1 350.00
refund-electricity,300.00
bank fees,74.65
bank fees,75.66
*Yes.. the cashbook sheets will have details within a range for example A2:A20. Not all will be populated and as you can see with January. some empty lines may exist.


Sheet 3: Category
A B
List item,Category
auditor,auditor fees
auditor fees - registr.,auditor fees
bank fees,bank fees
cleaning gaurdhouse,garden
garden service,garden
gardening,garden
gate cellphone,gate cellphone
refund - flowers for Amy,misc - refund
refund - flowers for John,misc - refund
annual gate software fee,repairs / maint
gate repairs,repairs /maint
security,security
rates & water,water & rates
water & rates,water & rates


Sheet 4: Summary by month
A B C
Category,Jan-18,Total Feb-18
garden,,
electricity,,
gate cellphone,,
water & rates,,
bank fees,,
security,,
repairs / maint,,
auditor fees,,
entertainment,,
new/upgrade equipment,,
insurance,,
misc - refund,,
transfer to inv. acc.,,​


I would like to Sum the list items per sheet.

More info that will help:

  • Each list item in the sheets "CashBook-January" and "CashBook-February" are linked to a category in sheet "Category", i.e. the "List item" on the cashbook sheets exist in the category "List Item" sheet

The "Summary by month" sheet stores totals for each month by category. In other words for sheet "CashBook-January", the list items "gardening" and "garden service" are categorized to the "garden" category for "Jan-18 Total"

Hope this wasn't too long winded and has enough detail. I'm looking forward to your advice.

Thanks
 

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Duplicate https://www.mrexcel.com/forum/excel...oss-multiple-sheets-category.html#post5202970


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