Sum of values with two sets of categories

[silentdom1]

Hello everyone, 

New to this site, but hoping for an answer. 

I'm looking to add the values in column 5 and be reflected via it's categories found in column 3 and 4. On the right hand side are seperate tables where I want the added values to be projected. Please see below. 

I look forward to your response. 

Regards. 

Date

Description

Category

Responsible

Debit

Credit

Balance

SHARED Monthly Costs

BOB Monthly Costs

LYNA Monthly Costs

DINING OUT

BOB

15

Category

Total

Category

Total

Category

Total

GROCERIES

LYNA

40

DINING OUT

DINING OUT

DINING OUT

SHOPPING

BOB

30

GROCERIES

GROCERIES

GROCERIES

TRAVEL

LYNA

50

HEALTH

HEALTH

HEALTH

DINING OUT

SHARED

15

HOME

HOME

HOME

GROCERIES

LYNA

40

PET CARE

PET CARE

PET CARE

SHOPPING

BOB

30

RENT

RENT

RENT

TRAVEL

LYNA

50

SHOPPING

SHOPPING

SHOPPING

DINING OUT

BOB

15

TRAVEL

TRAVEL

TRAVEL

GROCERIES

SHARED

40

UTILITIES

UTILITIES

UTILITIES

SHOPPING

BOB

30

WORK

WORK

WORK

TRAVEL

LYNA

50

DINING OUT

BOB

15

GROCERIES

LYNA

40

SHOPPING

SHARED

30

TRAVEL

LYNA

50

DINING OUT

BOB

15

GROCERIES

LYNA

40

SHOPPING

BOB

30

TRAVEL

SHARED

50

[zbalder]

Try using the Matrix visual, have a measure to SUM the total of the Debit column, then add the Measure as the Values property, then the Categories as the Rows field, and then if you have another table where you have the names (Bob, Lyna) then add that field as Columns, that should give you something like you want.

Let me know!