On the Category Tracker tab, the report is sorted alphabetically by the category. Instead, I would like to sort it by the column B which is the $ amount. Unfortunately when I sort column B (A-Z or Z-A) all the categories disappear. They all come back only if column A is sorted again.
Can column B be sorted?
I have played around with this report and am experiencing the same behavior you described in that the categories are disappearing if sorted by the amount.
@randy Can you give us some insight if there is a practical way to sort by amount instead of by category without breaking the formulas in this template.
Hi @SailCS33 and @warren,
There is a way to sort the Category list in the Category Tracker sheet by the $ amount.
You will need to change the formula in Cell A7.
In the formula:
=iferror(QUERY($G$7:$I$200,"SELECT G, H WHERE I<>'Hide' AND G<>'' ORDER BY G ASC LABEL G '', H ''", -1),"")
Change the letter after ORDER BY from G to H. The new formula would be:
=iferror(QUERY($G$7:$I$200,"SELECT G, H WHERE I<>'Hide' AND G<>'' ORDER BY H ASC LABEL G '', H ''", -1),"")
Note that if Tiller updates this sheet and you download it, you will need to adjust the formula again.
Jon
My sheet in category tracker does not line up at all to what you guys are saying. Has the sheet been updated? Also, I have found the formulas where it sorts, it is saying “Order by Col1” which refers to categories. It looks like Col3 is the amount column but when I change the formula to Order by Col3, nothing comes back from the data set. Any ideas?
Just to keep things a bit organized @swtconsulting i believe this is the same solution that you were able to figure out on this other topic ?
Yes, this is the same solution from the other topic, thanks for checking