Hi All - I am having trouble getting the columns I need on the Category Rollup Report. I’ve searched this board and community discussions about it but honestly it all goes over my head. I’m not a very adept user when it comes to templates, I just want to fine tune some basic data from the Transactions columns to show up in the Category Rollup Report. I could use some basic help in navigating how to change that template/report to include the columns I’d like.
Thanks in advance - Cris
Hi @davecris1 can you please give an example of something you want to see in the Category Rollup Report which you cannot currently?
Hi Twalane - I replied in an email directly. Thanks, Cris
Hi @davecris1 I did not see any direct communication. Let us know any progress you’ve made so far.
Hi Twalane - I’ve been replying to your email of Jan 27th but not sure it reaches any body. Here is my original request from jan 27Th:
Hi Twalane,
Sure, I’d like the Category Rollup Report to show these columns in this order:
Date, Description, Amount, Note, Account
I’d like this to be consistent for both of my two Google Sheets that utilizer Tiller for the Transactions.
What I have, however, is not that. Somehow, when I run the Category Rollup Report, I have two different arrangements of the columns between the two Google Sheets. I am attaching a screen shot of the columns from each sheet. Not only are they different columns for the same report called Category Rollup Report, but neither arrangement is complete for what I want it to show (i.e the columns I list above).
To make things worse, the names of the Transactions columns are not consistent between my two Google Sheets. I can’t imagine how this happened, but for example in one Sheet, a column is called Note and in the other sheet it’s called Notes. I don’t know if I can change the name on the Transactions columns without losing data. Can I also reorder the columns in my Transactions page? They, too, are inconsistent between the two sheets.
I’ve tried to edit the report and template for Category Rollup Report by adding the column called Account and one called Note, but as you can see from one of my screenshots attached, no data for Account or Note will pull from my Transactions.
My efforts to solve this by reading posts on the discussion boards has left me confused. It seems to go over my head and I don’t think I can figure out how to edit the Category Rollup Report to show the columns I need and also the be the same report for my two Google Sheets.
There must be a way to edit the Category Rollup Report to pull the data from Transactions columns in a specified order.
Help!!
Cris
Hi Twalane - I’d emailed to Tiller Community based on an email you’d sent me on January 27th. I’m cutting and pasting it here again with attachments. I hope you receive this and can provide some guidance. Thanks very much - Cris
Hi Twalane,
Sure, I’d like the Category Rollup Report to show these columns in this order:
Date, Description, Amount, Note, Account
I’d like this to be consistent for both of my two Google Sheets that utilizer Tiller for the Transactions.
What I have, however, is not that. Somehow, when I run the Category Rollup Report, I have two different arrangements of the columns between the two Google Sheets. I am attaching a screen shot of the columns from each sheet. Not only are they different columns for the same report called Category Rollup Report, but neither arrangement is complete for what I want it to show (i.e the columns I list above).
To make things worse, the names of the Transactions columns are not consistent between my two Google Sheets. I can’t imagine how this happened, but for example in one Sheet, a column is called Note and in the other sheet it’s called Notes. I don’t know if I can change the name on the Transactions columns without losing data. Can I also reorder the columns in my Transactions page? They, too, are inconsistent between the two sheets.
I’ve tried to edit the report and template for Category Rollup Report by adding the column called Account and one called Note, but as you can see from one of my screenshots attached, no data for Account or Note will pull from my Transactions.
My efforts to solve this by reading posts on the discussion boards has left me confused. It seems to go over my head and I don’t think I can figure out how to edit the Category Rollup Report to show the columns I need and also the be the same report for my two Google Sheets.
There must be a way to edit the Category Rollup Report to pull the data from Transactions columns in a specified order.
Help!!
Cris
Hi @davecris1 thanks for sharing that again here, I am sorry your email didn’t get through otherwise. The screenshots did not come through in the post here. I’d suggest masking any sensitive information if you are to share screenshots in this forum.
I wasn’t able to replicate any change in the column order for the rollup report; in the times I generated it I got Date, Description, Amount, Note irrespective of my Transactions sheet column order.
Speaking of, you can re-arrange and/or edit your Transactions sheet columns please note suggestions in this guide. It’s recommended to have “Note” vs. “Notes” because that column is leveraged in some reports such as the Category Rollup report. So maybe this can in part resolve the trouble you’re having with the report. Additionally, how you’ve used that column so far will determine how you modify it going forward, you can also consider making a copy of the column, modifying the header and you can have a “clean” implementation for a Note column used by the report.
I could not find a way to add a column in the generation of the report but after it’s created you can add a column for “Account” perhaps to the right of “Note” , and you can try use this formula to pull in account information from the Transactions sheet in the account cell for a respective row:
=INDEX(Transactions!$J$2:$J,MATCH(TEXT($D9,"mm/dd/yyyy")&$E9&$F9,TEXT(Transactions!$B$2:$B,"mm/dd/yyyy")&Transactions!$C$2:$C&Transactions!$E$2:$E,0))
modify the formula according to your sheet where:
Transactions!$J$2:$J, - account column on the Transactions sheet
$D9 - date cell in the rollup report row
$E9 - description cell in the rollup report row
$F9 - amount cell in the rollup report row
Transactions!$B$2:$B - date column on the Transactions sheet
Transactions!$C$2:$C - description column on the Transactions sheet
Transactions!$E$2:$E - amount column on the Transactions sheet
Hope that helps.