Microsoft Excel

2.1 Opening Microsoft Excel 2.2 Microsoft Excel Startup Screen 2.4 Introduction to the Excel Interface 2.5 Customizing the Excel Quick Access Toolbar 2.6 More on the Excel Interface 2.7 Understanding the Structure of an Excel Workbook 2.8 Saving an Excel Document 2.9 Opening an Existing Excel Document 2.10 Common Excel Shortcut Keys 3.1 Entering Text to Create Spreadsheet Titles 3.2 Working with Numeric Data in Excel 3.3 Entering Date Values in Excel 3.4 Working with Cell References 3.5 Creating Basic Formulas in Excel 3.6 Relative Versus Absolute Cell References in Formulas 3.7 Understanding the Order of Operation 4.1 The structure of an Excel Function 4.2 Working with the SUM() Function – Excel 4.3 Working with the MIN() and MAX() Functions 4.4 Working with the AVERAGE() Function 4.5 Working with the COUNT() Function 4.6 Adjacent Cells Error in Excel Calculations 4.7 Using the AutoSum Command 4.8 Excel’s AutoSum Shortcut Key 4.9 Using the AutoFill Command to Copy Formulas 5.1 Moving and Copying Data in an Excel Worksheet 5.2. Inserting and Deleting Rows and Columns 5.3. Changing the Width and Height of Cells 5.4 Hiding and Unhiding Excel Rows and Columns 5.5 Renaming an Excel Worksheet 5.6. Deleting an Excel Worksheet 5.7 Moving and Copying an Excel Worksheet 6.1 Working with Font Formatting Commands 6.2. Changing the Background Color of a Cell 6.3. Adding Borders to Cells 6.4. Formatting Data as Currency Values 6.5. Formatting Percentages 6.6. Using Excel’s Format Painter 6.7. Creating Styles to Format Data 6.8. Merging and Centering Cells 6.9. Using Conditional Formatting 7.1 Inserting Images and Shapes into an Excel Worksheet 7.2 Inserting Shapes In Excel 7.3 Formatting Excel Shapes 7.4. Working with Excel SmartArt 8.1. Creating an Excel Column Chart 8.2. Working with the Excel Chart Ribbon 8.3. Adding and Modifying Data on an Excel Chart 8.4. Formatting an Excel Chart 8.5. Moving a Chart to another Worksheet 8.6. Working with Excel Pie Charts 9.1. Viewing your Document in Print Preview 9.2. Changing the Margins, Scaling and Orientation 9.3 Adding Header and Footer Content 9.4 Printing a Specific Range of Cells 10.1. Intro to Excel Templates 10.3. Opening an Existing Template 10.4. Creating a Custom Template 13.1 Understanding Excel List Structure 13.2 Sorting a List Using Single Level Sort 13.3 Sorting a List Using Multi-Level Sorts 13.4 Using Custom Sorts in an Excel List 13.5 Filter an Excel List Using the AutoFilter Tool 13.6 Creating Subtotals in a List 13.7 Format a List as a Table 13.8 Using Conditional Formatting to Find Duplicates 13.9 Removing Duplicates in Excel 14.1 Excel DSUM Function Single Criteria 14.2 Excel DSUM Function with OR Criteria 14.3 Excel DSUM Function with AND Criteria 14.4 Excel Function: DAVERAGE() 14.5 Excel Function: DCOUNT() 14.6 Excel Function: SUBTOTAL() 15.1 Creating an Excel Data Validation List 15.2 Excel Decimal Data Validation 15.3 Adding a Custom Excel Data Validation Error 15.4 Dynamic Formulas by Using Excel Data Validation Techniques 16.1 Importing Data from Text Files into Excel 16.2 Excel 2019

13.6 Creating Subtotals in a List

The next topic that I want to get into year within a proper designed well formatted list is subtotals, I’ve still got the exercise file open and I’ve gone to the Subtotals worksheet.

I’ve got a simple list, it’s got a few columns. Salesperson, product units, price/unit and sales and a few records, It’s not a very big list.

Now I want to summarize some data here. I want to know as an example. I want to know total sales for each of the products. How much do we sell for Vanilla versus Chocolate Chocolate Chip. What are the total sales for those products. I can perform a simple subtotal to accomplish this goal.

Before you run the subtotal tool which is built into excel the very first thing you need to do is sort the appropriate column that you want to subtotal. I want to get a subtotal by the product, I want a subtotal of the sales by the product.

First step here is to sort the list by the product. Click into the Product column, then I go to Data tab and click Sort A to Z symbol.

Creating Subtotals in a List 1

Now I’ve got some groups for products, I can see I’ve got a handful of Chocolate Chocolate Chip records.

Now, I have the groups I can now perform a proper subtotal for the sales for those groups.

I’m going to show you the subtotal tool and Excel is going to do all that work for us with a little bit of input from us.

First step you sorted the column.

Second step click into your list.

Doesn’t matter where it is as long as you’re in the last third step.

Go to your Data tab on the far, go to Subtotal, it is open up your subtotal window.

Creating Subtotals in a List 2

At what point at each change in what do you want to get a subtotal. For me it’s at each change in product members sorting by the product column.

Every time the group changes, it’ll then give us a subtotal, now wants to know what type of subtotal do you want, I’ve got a number of different types of calculations. I want to SUM of the sales.

Then, I click OK.

I’ve now got my total sales for each product. And it also gave me a grand total down the bottom just a few button presses.

Sort the list, Get those groups. At what point do you want to get subtotals while sorted by product. Go to Data tab go to Subtotal tell all the information and it does the work for you.

If you take a look at the left hand side of the screen. You’ll find three little numbers with some vertical bars. These are groups. If I click on the number 2 this will show me just the subtotals. If I quicken the number 1. I get a grand total if I quicken the number 2 again and back to subtotals of I quicken number 3 and back to my records.

Now you’ve got it all right there. It’s as easy as that. It’s built for you the subtotal tool, saves you a ton of time data subtotal.