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Anyone here good at Excel?

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Ecdysis

Diamond Member
I'm trying to set up an Excel workbook, containing the data from my spending app... I've got the data in there and wanted to make a pie chart...

I'm trying to learn how to be better at dealing with my finances and budgeting, etc...

This is what the data looks like:

1717092355532.png


So there's 8 categories currently:
1. Groceries
2. Healthcare
3. Clothing
4. Furniture
5. Gas for car
6. Pet food
7. Postage
8. Other

But when I do the pie chart "thing" it doesn't realise that it's 8 categories, it thinks it's 12 (cos some categories (groceries and healthcare) are listed multiple times.

How do I get Excel to realise that it's 8 categories and to "tally" all the groceries expenses together, and all the healthcare expenses together, and so on?

Thanks in advance for anyone clever/ nerdy enough who can explain it 😊 🙏
 
Oooh, I think I've figured it out... You use a "pivot table"... I had literally never heard of that... It's so long ago that I used Excel for work... sigh...


So you turn your table into a pivot table and then make a pie chart of the pivot table...


1717096269797.png



Edit to add: and now I've got the labels and percentages on the pie chart, so it's more readable... Nice! : )

1717096812344.png


(Edit to add: @Rose White my spending tracking app does a pie chart automatically for me, but I'm only logging the things I actively purchase when I'm out and about... So stuff like rent, utilities, bank fees, insurance etc that's automatically deducted from my bank account isn't in that data... And I can NOT be bothered manually entering all that stuff in the app... So I want to combine the spending data from the tracking app (which is helping me be mindful of purchases) with the automatic deductions I can download from my bank account to give a an overall view of my spending percentages... )
 
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