I’m making a sheet where I fill in my expenses for each month. I have a tab setup with several columns listed as ‘Groceries’ or ‘Travel’ (for example) that are my Named Ranges:

I would like the formula to look down my list of initial data which would look like so:

Then in each column it would show the relevant data, using the Named Ranges as the search key.

It would result in this:

So I would like my query to search for anything mentioned in the ‘Groceries’ Named Range and show the result.

For example the query I’m thinking of would look something like this:

Is this possible? And is it possible using only formulas? I’ve never used scripts before.

I’m currently using a typical query formula =query($A$1:$C$5,”Select A where C = ‘Groceries'”,1) and manually giving each expense a category in a column C.

Basically I’m hoping to make my sheet more automated to save me manually typing in what category each expense is, and I wondered if this was possible without using an ungodly amount of IFS as that’s the only other way I know.

List by Groceries

It’s simpler to use a FILTER function.

=FILTER(A:B, COUNTIF(Groceries, A:A))

Or, for Travel

=FILTER(A:B, COUNTIF(Travel, A:A))

SUM Groceries by Category

You could combine the FILTER and QUERY functions to group by grocery expense category.

FILTER in a QUERY

=QUERY(FILTER(A:B, COUNTIF(Groceries, A:A)),
   "Select Col1, SUM(Col2) group by Col1 
   label Col1 'Groceries', SUM(Col2) 'Total by Category'",0)

QUERY in a FILTER

LET is needed here to reduce the amount of code duplication.

=LET(groc,QUERY(A:B, "Select A, SUM(B) Where 
   A is not Null Group by A Label A 'Groceries',
   SUM(B) 'Total by Category'",1),
  FILTER(groc, COUNTIF(Groceries, INDEX(groc,,1))))

Function Support Links

COUNTIF FILTER LET QUERY SUM