Hi @mjcoleman0 Michael,
Has the Year to Date Comparison been working for previous months?
NI I just downloaded it for 2025 and the totals show but the breakdown in categories is not
Sorry for the delay in my response, I’ve been distracted with other things. I’m not very knowledgeable on this template, I just converted it from an existing Google Docs version. I would open the hidden columns by clicking the ‘+’ above column AF. Is K15 set to the year you want? Do the dates look correct in L22-L23? Is there any data in O2:AE? Does anything happen if you change the dropdowns in C4-C7?
no problem on the delay. The cells that youare asking me to look at do not represent the data you are referring to. I don’t see a “+” sign above cell “af”. Sheet ends at “AE”
OK, looks like you already have it open (you can click on the ‘-’ above column AF to hide all the ‘supporting’ data). It looks like your ‘Group’ data isn’t filling in properly for columns Z-AE. The ‘0’ at the bottom of column Z shouldn’t be there, so I’m guessing there could be an issue related to that. Are M11 and M13 showing ranges on your Categories sheet? If one of those isn’t right that could explain the issue.
Ahh, somethings wrong with your sheet, “Analysis Year” should be in row 15, so you’re missing 13 rows of important data. I’d delete the sheet and start over, hopefully it goes right the second time.
Just deleted and re-installed with the same result. Looks like the template has an issue
@randy, not sure how the new template system works, the template I originally shared looks fine, can you check what’s being distributed?
I just installed the Excel Y2D comp template into a new spreadsheet I have and it is working for me.
One thing I have noticed is when I have deleted the spreadsheet and then uploaded it again. The data populates in the Category fields then all the data goes blank as it appears above. Not sure if that gives anybody any additional information.
Hey @jpfieber… Sorry to have missed this. @mjcoleman0 just alerted me.)
I will peek at this in the morning.
I’m looking into this, @mjcoleman0, but I’m confused.
Like @Clint.C, I’m having no issues in my workbook. So, this is still a mystery. 
Regarding @jpfieber’s “missing 13 rows of important data”, I did make some non-trivial changes to the template to resolve some reference & install issues for TMF… so that isn’t totally surprising.
I’m pretty curious about what is going on in your workbook. In particular, I’m curious about the formula in AB2. It’s a pretty straightforward sum based on the visible data in columns R and T. I can’t quite understand why these calculations would be choking when the data in the image looks fine…
Can you try these things?
- Review the botom of columns
RandTand see if there is any suspicious or non-number data - Confirm that all the values in column
Tare numbers - Select all the cells from
T2:T200and apply a currency formatter
Let me know if any of this works…
Randy
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I’m noticing a new clue, @mjcoleman0… In cell Z6, there is an empty category-group. I’m not quite sure how this got there. I was able to create something similar in my workbook by adding a blank row in the middle of the Categories sheet, but it didn’t break the formulas in AB:AE.
I’d have a look at your Categories sheet and make sure there are no empty rows or confusing entries in the middle of the body of the data.
Can you let me know what you find?
I tried the suggestions and nothing worked. I would be happy to setup a zoom or Microsoft teams call to review the document. Not sure if that is something that is done with the community or can you have another way to review the sheet. I’m not that skilled in Excel and I’m sure its got to be a formula or format
I checked all of the values in the category sheet, and they are reflecting values (numbers). There is an error stating inconsistence calculated column formula in the cells first 2
Randy via Tiller Community
The issue is that the template doesn’t handle the situation well when the Excel Table in Categories includes empty rows (rather than ending at the last filled row). I just bumped the template to version 1.03 with some filtering for empty category rows.
Let me know if this works or creates any issues for anyone.
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@jpfieber, thank you for your assistance.
Greatly appreciated
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I’m liking this SHEET as it provides an almost universal look at the performance of all of our budget categories.
According to the usage details for this add-in:
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[quote=“jpfieber, post:1, topic:15112”]
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Usage
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- Aggregate By: Options are Category or Group.
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- Sort By: The report can be sorted by any of the columns.
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- Sort Order: The report can be sorted A to Z or Z to A.
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The sheet summarizes in your actual Transactions by Category and Group from the Transactions sheet for the year to date period.
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The sheet works best if you are using a Categories sheet that includes budgets by month. The Foundation template includes this. If you don’t have a Categories sheet with budgets by month starting in Jan of this year, then you won’t have any YTD Budget data.
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If a category or group doesn’t have an actual amount or a budget amount, it won’t appear in the report. Categories that are set to Hide won’t appear either.**
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[/quote]
However, my WIFE (and I) would prefer to see ALL CATEGORIES appear in the report** … even those with an ACTUAL or BUDGET amount of “$0.00”. The thought being…if any of those lines appeared in the report showing $0.00 in both report columns, it could logically alert us to possible "entry errors/omissions" on the TRANSACTIONS and/or CATEGORIES sheet(s).
Is it possible to amend something in this report sheet to allow all ACTUAL and BUDGET lines to appear in the report…even if the values are $0.00?
Regards,
Scott
This is great. Why is this not included in the Tiller-Foundation-Template? The current annual budget comparison is only meaningful in December.