Forum Discussion
Beginner filtering question
Hi
I have a long excell with credit card expenses that I downloaded from my bank
for example
Company Date expense
XXXX 01.01.18 $200
WWW 02.01.18 $40
ZZZZ 02.01.18 $100
A Bar Chart on this excell works amazing. You can see immediatly how much money you spend on XXX, the report summarizes it for you in one click.
Now, I created a nother exell names " Food Expenses" where I wrote down in one column a list of companies that are all related to grocery and food expenses.
And I joined the two excells by company name in one to many relationship
All I want to do now is another simple bar chart that shows me only the Food and Grocery companies that are in excell "Food and Expenses".
Please help
Thank you
EDH
Just create the bar chart putting the “business name” from the table “List of food and grocery companies” in the x-axis and the “expense” (ie the total debit amount) from the table “List of Debits” in the values field.
7 Replies
- Hey,
basically this should be easy.
Without knowing the exact structure of your table I would recommend the following:
1. Create Slicer with the category from your expenses table
2. Create a bar chart and use the name of the company from the company table on axis and the expenses colum as value
3. select the food category in your slicer
Done!
Maybe you will get a company called (blank) on the axis, this indicates that there companie in your expenses table,that are not in your company table.
Hope this gives you an idea
Regards
TomHi Tom
I am a beginner
I see the slicer, but can you explain what do you mean when you say "with the category from your expenses table"
Which category should that be ?Thank you
EDH
Hey,
can you place a screenshot from relationships pane that shows all columns of both tables.
Regards
Tom
