Creating a table based on Category and Sub-Categories

Hi
I am building an extensive home budget. I have 3 tables showing, monthly, quarterly and annual costs. These tables contain Categories and Sub-Categories. I have created a table and chart to show the percentage of the total costs for each Category. For the two Categories with the largest percentage of the total cost I would like to create a table (and chart, no problem, based on my first template) showing the breakdown of the Sub-Categories. However this information is to be retrieved from 3 tables, and I was hoping to create the table automatically. If not I must individually go to each different table and find the relevant Sub-Category and manually input the text and link the cell for the value to my new table. This gives room for error in my opinion and is a nuisance as my budget file now contains about 8 sheets so even on 27" iMac requires a considerable amount of scrolling around.
Am I expecting too much of Numbers or missing something totally? I do not have much experience of spreadsheets, just basic tables and calculations in Excel before coming over from the Dark Side!
Many thanks for any advice
Shirley

Hi Barry
Many thanks for your reply and apologies for my delay in responding.
Hope I am doing this photo embedding correctly via Flikr:
Page 1
I apologise also for my incorrect terminology - please bear with me on this, unfortunately I never used Excel much so terminology is pretty much my own . I believe that I have one sheet, which then changes into different numbers of pages depending on the page size I set, so with these examples 4 pages. 14 tables and one chart at this time
The tables on the second screenshot were the only way I could figure out how to retrieve the data for the final table and chart (% Total Monthly Expenses)
Now what I want to do is for each (or in fact the three largest) budget categories is to give a breakdown of what in that category is, percentage wise, costing the most. Preferably, I want to get this breakdown category information automatically so that human error is ruled out (that I cannot overlook an entry in the any of the tables in my first example). Perhaps I am asking too much, but I thought it was worth asking!
Again many thanks for responding and for your help with this
regards
Shirley

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1. In the bunch of these 50 CSV files there will be some exception for which we first need to purge the tables and then insert the data. Meaning for 2 files out of 50, we need to first clean the tables and then perform
data insert, while for the rest 48 files, they should be appended on daily basis.
Can you please advise what is the best way to achieve this requirement? Where should we configure such exceptional cases for the package?
How can you identify these files? Is it based on file name or are there some info in the file which indicates
that it required a purge? If yes you can pick this information during file name or file data parsing step and set a boolean variable. Then in control flow have a conditional precedence constraint which will check the boolean variable and if set it will execute
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2. For some of the CSV files we would be having more than one file with the same name. Like out of 50 the 2nd file is divided into 10 different CSV files. so in total we're having 60 files wherein the 10 out of 60 have
repeated file names. How can we manage this criteria within the same loop, do we need to do one more for each looping inside the parent one, what is the best way to achieve this requirement?
The best way to achieve this is to append a sequential value to filename (may be timestamp) and then process
them in sequence. This can be done prior to main loop so that you can use same loop to process these duplicate filenames also. The best thing would be to use file creation date attribute value so that it gets processed in the right sequence. You can use a
script task to get this for each file as below
http://microsoft-ssis.blogspot.com/2011/03/get-file-properties-with-ssis.html
3. There will be another package, which will be used to purge data for the SQL tables. Meaning unlike the above package, this package will not run on daily basis. At some point we would like these 50 tables to be purged
with older than criteria, say remove data older than 1st Jan 2015. what is the best way to achieve this requirement?
You can use a SQL script for this. Just call a sql procedure
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Creating a table based on Category and Sub-Categories

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