Department of Technology

TECH 394 - Tech Computer Applications

Summer 2004

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Subtotals in Excel

Excel has a built-in process to group data together by a related field, and determine an average, count, subtotal, or other mathematical functions for the sub-group. You'll find it under the "Data" menu, labeled "Subtotal"

The figure below shows a set of data for sales by market area. Note that the entire range, including the labels in the first row, has been selected:

Select the "Data menu item, then "Subtotals". This dialog box appears:

Note that you can determine whichitem to group by - in this case the data will be grouped together by Region. You also can decide whether to display subtotals for other fields, whether each group should appear on its own page for printing, and whether to add a grand total at the bottom. Clicking "OK" changes the view to this:

Clicking the [-] button for a group collapses it so that only the subtotal shows. In many cases, such as summary report for supervisors, this collapsed view is more readable, but the detail can be seen by clicking the [+] for the group:

You can remove the subtotals by selecting that button on the subtotal dialog box. You can also choose a different function than sum. Selecting "Average" as shown:

will produce a new set of totals showing the average sale for each region, and the overall average of sales. Note that you can also count the number of items, determine the largest or smallest item, and more.