First Post and thank you for this tool. I know that this must be something I am doing but if I leave the default formula I get the #NAME? and no category total. It looks like it is because the formula doesn’t understand Transactions[Description] because if I change the formula to Transactions[Full Description] it works. I am using MS365. Any thoughts:
Works: =IF(ISBLANK(I9),“”,SUMPRODUCT(Transactions[Amount](Transactions[Category]=$I$6)(Transactions[Date]>=$E$2)(Transactions[Date]<=$G$2)(Transactions[Full Description]=$I9)))
Doesn’t work: =IF(ISBLANK(I9),“”,SUMPRODUCT(Transactions[Amount](Transactions[Category]=$I$6)(Transactions[Date]>=$E$2)(Transactions[Date]<=$G$2)(Transactions[Description]=$I9)))
Thanks.