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Excel: Subtotals and Totals. Computer Information Technology Section 6-16. Some text and examples used with permission from: http://www.jegsworks.com Note: We are not endorsing or promoting religious doctrine, but simply taking advantage of this website for educational purposes . Objectives.

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excel subtotals and totals

Excel: Subtotals and Totals

Computer Information Technology

Section 6-16

  • Some text and examples used with permission from:
  • http://www.jegsworks.com
    • Note: We are not endorsing or promoting religious doctrine, but simply taking advantage of this website for educational purposes.
objectives
Objectives
  • The student will:
    • Understand how to add Subtotals to an Excel File.
    • Understand how to display the summary levels in a file with subtotals
excel subtotals
Excel: Subtotals
  • Subtotals quickly summarize data within a list.
  • Based upon the data you select, Excel can automatically calculate both subtotals and grand totals.
  • Subtotals are based on organized, sorted groups of data.
excel subtotals1
Excel: Subtotals
  • Before using subtotals, the data to analyze must be sorted in some fashion.
  • This is necessary because the subtotals feature of Excel calculates summary data (i.e., subtotals) based on groups of contiguous rows.
  • The subtotals are added to the file where some data changes.
  • You can find Subtotals… on Datatab.
excel creating subtotals
Excel: Creating Subtotals
  • The first step in creating subtotals is to ensure that the file is sorted
  • If I have this data and I want to create subtotals of “Children Immunized” by Province and by Year, then I need to sort the data that way
excel creating subtotals1
Excel: Creating Subtotals
  • The first step is to add a subtotal for the Provinces.
  • Select Subtotals in the Outline group on the Data tab.
  • Set “At each change in:” to Province
  • Set “Use function:” to Sum
  • Set “Add subtotal to:” to Children Immunized
excel creating subtotals2
Excel: Creating Subtotals
  • The file now includes Subtotals for each Province.
  • To add another subtotal for year follow the same process.
  • This time clear “Replace current subtotals”
excel creating subtotals3
Excel: Creating Subtotals
  • The results is subtotals by year

and by Province

excel summary reports
Excel: Summary Reports
  • Create summary reports: When you add subtotals to a list, the list is outlined so that you can see its structure. You can create a summary report by clicking the outline symbols , x , and to hide the details and show only the totals.
  • show totals at various levels.
excel summary reports1
Excel: Summary Reports
  • Clicking on 3 will give you this summary:
  • Clicking on 2 this:
  • And 1 this:
summary
Summary
  • Subtotals quickly summarize data
  • Subtotals rely on the data being sorted
  • You can quickly get only summary data by clicking on the outline numbers.
rest of today
Rest of Today
  • Download the Homework 6-16 and the Sales_data file.
  • Complete Homework 6-16.