Report with aggregates (SUM)

I wanted to a report across workbooks that sums the total expenses based on category. How can this be achieved

Hi @Int360_Design_Studio,

The best way to do this is to create a Report. Reports can pull data from any number of workbooks in your workspace. In your report you’ll want to add columns that pull expense amount and category from each of your worksheets.

Once you’ve done this, then you can create a Grouping on the report to group by Category. Once your grouping is created you’ll be able to configure group headers to SUM expense data, which will show you the total expenses based on category.

IMPORTANT: Make sure your category names are identical in each worksheet so that they get properly grouped together.

The result will look something like this:

You can find more information about how to create and edit reports in our help center here:

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Thanks a lot this helps