π©βπ»π©π» Spreadsheet Banking | Basic Functions
Working with Spreadsheet Banking in Excel
How to:
If there are other functions that you use and would like to share, please feel free to contribute to the page here or pop us a mail, and we'll add it. β€οΈ
How to reference a table
β¨ Reference your accounts: tblAccounts
β¨ Reference your transactions: tblTransactions
Fetching a single table column
Functions for Accounts/Transactions
Requirement: I want to reference my ID for all my transactions.
Function: =tblTransactions[ID]
=tblTransactions[ID]
=tblTransactions[AccountNumber]
=tblTransactions[Date]
=tblTransactions[Description]
=tblTransactions[Debit]
=tblTransactions[Credit]
=tblTransactions[Balance]
Transforms on functions
Requirement: I want to show you the first two letters of my transaction description.
Function: =left(tblTransactions[Description],2)
Doing calculations on a table
Calculations on functions
Requirement: I want to see a sum of all my transactions coming off my account.
Function: =sum(tblTransactions[Debit])
Fetching table headers
Requirement: I want to see what the headers of my table are.
Function:=tblTransactions[#Headers]
Complex filtering with tables and live-sync
Filtering within your transactions/Accounts
Requirement: I want to filter the description of all my transactions only displaying the first two letters.
Function: =(left(tblTransactions[Description],2)
**Requirement: `**I want to filter the description of all my transactions only displaying the first two letters for a specific account.
Function: =(left(tblTransactions[Description],2), tblTransactions[Account Number]=Playground!B4
Requirement: I want to filter the of all my transactions greater than R5000 for a specific account.
Function: filter(tblTransactions[Debit]),(tblTransactions[Account Number]=Playground!B4)*(tblTransactions[Debit]>5000)
Search Term
Requirement: I want to filter all my transactions for my account that contain the search term βUberβ (Uber in cell D17) using the first 4 letters of the description.
Function: tblTransactions[[Description]:[Debit], left(tblTransactions[Description],4)=D17
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