@randy is there an easy way to filter out certain Groups/Categories? Wife runs a Schedule C business that I track through here with An Income and Expense group set up and their own respective categories. Rather than include all of our personal + business trying to isolate just the business component
Have you checked out the Filter View functionality?
I just starting using the Live P&L and Iām loving it.
Iām looking for something similar.
Is there a way to filter the P&L based on tags?
@anthony.yeung , welcome!
I donāt think there is a way to apply a filter to the P&L.
The Category Rollup report does allow you to filter by tag if you have a Tags column in the Categories sheet though.
An old post, but stumbled across it when looking for something else and maybe this solution is still helpful to you or others.
A quick and easy workaround for this is that in my Categories tab, I have several different variations on my āHide from Reportsā column based on various views I want, with different Hidden categories. When I want to look at a different view, I just rename that column āHide from Reportsā and it already has the correct category types hidden and the P&L will dynamically update. This way I can toggle back and forth between a few different views depending on what I want to see.
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Great ideal @Caroleen !
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6 posts were split to a new topic: Some Formulas Are Trying to Send and Receive Data Warning
I struggled with this same topic, and @rhowell was kind enough to post a solution that worked beautifully for me.
He walked me through how to do it, but also gave the direct formulas, so if you are just hoping for āsomeone tell me the answerā - you can copy/paste from the post or you can learn as you read.
Iām posting it here because Iāve spent many hours on this topic, hoping to save someone else the labor.
Hereās the link to the thread.
https://community.tiller.com/t/profit-loss-by-tag/25041
Hope it works for you!
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Thanks for chiming in and sharing what helped you!
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I found an elegant dynamic solution but itās a bit technical. I figure if youāre interested in this thread and read this far, then you may just be interested in how i did this. So here goes.
My situation is that I split my paycheck transactions to track gross pay, taxes, and deductions. I want taxes to populate my Spending Trends, but be hidden from Live P&L. My solution allows this without needing to toggle the āHide from Reportsā criteria. To do this you need to modify the Hide from Reports column in the Categories sheet so that it will accept additional values beyond āHideā and āNull.ā In my case I added the value āP&Lā to the data validation list, then entered this next to the categories for federal, ss, medicare, and state taxes. From here we have to modify the script in the Live P&L report so that it hides not only āHideā categories, but āP&Lā categories as well.
Next open the Live P&L sheet, select cell C8. In the script there are two rows with the script $AC$5:$AC,"<>Hide" and we need to add another criteria so that it reads $AC$5:$AC"<>Hide",$AC$5:$AC,"<>P&L" then hit enter. Next copy cell C8 and paste formula to range C8:M210.
The final step, still in the Live P&L sheet, unhide the columns at the far right. Select W9 and paste this function: =sort(filter({INDIRECT(Q7),INDIRECT(Q6),INDIRECT(Q5)},INDIRECT(Q7)<>"Transfer",INDIRECT(Q8)<>"Hide",INDIRECT(Q8)<>"P&L",not(isna(match(INDIRECT(Q5),AD5:AD,0)))),1,false,2,true,3,true)
At this point, your categories you marked as either āP&Lā or āHideā should be hidden in from Live P&L. Those P&L categories remain shown in other reports like Spending Trends, Monthly Budget, etc., whereas āHideā categories remain hidden in all reports. My reports update normally. So far no errors.
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Well done, @dwilpula. It sounds like you dug pretty deep into the shared template and were able to build out exactly what you needed.
Hooray for the power of personal-finances in a spreadsheet!
Thanks for sharing.
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