basic excel training - list management
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Forum home » Delegate support and help forum » Microsoft Excel Training and help » basic excel training - List Management

basic excel training - List Management

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replyReply Wed 18 Apr 2007, 09:54Delegate Beckie said...

Beckie has attended:
Excel Advanced course

List Management

How do I summarise my data by creating automatic subtotals?

For upcoming training course dates see: Pricing & availability

replyReply Wed 18 Apr 2007, 11:17Trainer Amanda said...

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

replyReply Wed 18 Apr 2007, 11:19Trainer David said...

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

 

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