Modifying the 'Personal Expenses Calculator' template

[Cidona]

Dear Forum.

I'm trying to modify the 'Personal Expenses Calculator' Template for my Father. It seems to have some nice features that I would like to incorporate, however it is dealing with Pivot Tables which I have no real experience with. Hoping someone can help me out.

I have changed the categories in the 'Category Setup' sheet to the categories I want and have removed the default entries that were in the template on the 'Expense Log' sheet (all except two entries based on the new categories). I thought by removing the entries on the 'Expense Log' that the Pivot Table would update with the revised categories and entries in the 'Expense Log', however the Pivot table seems to be retaining the information that was previously used (both categories and value amounts).

I would very much appreciate if someone can someone please advise how to get the Pivot Table (and the graph on the 'Dashboard' sheet) to update with the new categories and values?

Please see attached file as I have modified it as well as the 'default template'

Thank you.

[mikeTRON]

So the neat thing about pivot tables is as you update the data (add or remove or whatever) you can go to them, right click and choose REFRESH. The categories will automatically adjust.

Since you only have ONE category as you only have ONE data point, when you go to the pivot table and refresh it all goes away and shows the one.

[Cidona]

Awesome mikeTRON!! Nice easy fix for me. Love those

Thank you very much for your speedy response!!

[mikeTRON]

Glad to help, even though I didnt do much. Haha

I'd suggest you learn more about pivot tables as they are one of the most powerful if not THE most powerful took within Excel.
http://chandoo.org/wp/excel-pivot-tables/

[Cidona]

Don't sell yourself short MikeTRON. Saved me pulling my hair out

Thanks for the link on Pivot Tables. Will definitely check it out as even in the minimum exposure I've had they do indeed seem very powerful.

Thanks again and Best Regards.