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basic excel training - list management

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basic excel training - List Management

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Beckie has attended:
Excel Advanced course

List Management

How do I summarise my data by creating automatic subtotals?

RE: List Management

Hi Beckie

Thanks for your question.

First you need to make sure your list is sorted in an order so that when the subtotals are inserted, they are put in a position that makes sense, e.g. if I have a list of products and want to calculate total sales for each product, then I need to sort by product first.

Then to apply subtotals:
1. Select a cell within the list area.
2. Go to Data - Subtotals.
3. Select the function you wish to use, then tick the column/s you want to put the subtotals into, then click OK.

I hope this answers your question. Please let me know if you need further assistance with this.

Amanda

RE: List Management

Beckie

Preparing your Data
Before you can add subtotals to your data you must check that all the rows you want to subtotal are next to each other. The quickest way to do this is probably by sorting the data.

If you filter on a particular value, Excel will automatically generate a row of SUBTOTALs at the bottom of the filtered results. The first parameter in the SUBTOTAL(FncNum, Range) is the summary function used in the subtotal.
Data | Subtotals lets you do Outlining specifying the data breaks and what kind of subtotals you want at those breaks. The Outlining plus and minuses at the left let you control the level of detail that is displayed.

hope this answers your question


regards

david

Excel tip:

Hiding a worksheet in Excel

Want to circulate an Excel workbook file but keep certain worksheets hidden from your colleagues' view?

You can do so by bringing up the sheet you wish to hide on your screen; then going to Format - Sheet - Hide.

It will not be immediately obvious that a sheet is hidden from view unless perhaps the sheet are still labelled Sheet 1, Sheet 2 etc.

To display the sheet again, you can go to Format - Sheet - Unhide on any of the other sheets in the workbook. A dialogue box will appear, allowing you to select the hidden sheet/s. Click OK to make the sheet/s reappear again.

View all Excel hints and tips

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