In this lesson you will learn how to use Subtotals in Excel. It will help you dealing with data in Excel and creating reports.
What are subtotals?
Subtotals are summary statistics that are calculated for each group of data. For example, you could create subtotals for each product category in a sales report. The subtotals would show the total sales for each product category.
Subtotals allow you to create summary of the groups list. You can do many various calculations based on subtotals. See at the table below. That’s an example report.
How to insert Subtotals?
Make sure your data is sorted in the way you want the subtotals to be calculated. If necessary, sort the data by one or more columns to group the data that you want to subtotal.
Next go to the Ribbon to the Data tab. Click Subtotals button.
Dialog box appears.
You can choose here:
- For what you want to subtotal
- Which function (eg. Sum, Max, Min, Average, …)
- What you want to subtotal as a result
Excel creates an outline that you can expand with the buttons or plus and minus buttons on the left side of the page.
Grand count for data across the table
Count of rows for each category
Displays the entire table with subtotals below each category
To restore the appearance of the table, click Remove All.
Customizing and Removal
If you need to revert to the original table appearance, Excel offers the “Remove All” option to eliminate the outlined subtotals and restore the original presentation.
Benefit of Subtotals
Using subtotals streamlines the process of creating summary reports. They enable quick and efficient analysis of segmented data, facilitating clear insights into specific groups or categories within a dataset.