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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.

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Excel: Subtotals and Totals

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  1. 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.

  2. 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

  3. 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.

  4. 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.

  5. 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

  6. 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

  7. 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”

  8. Excel: Creating Subtotals • The results is subtotals by year and by Province

  9. 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.

  10. Excel: Summary Reports • Clicking on 3 will give you this summary: • Clicking on 2 this: • And 1 this:

  11. 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.

  12. Rest of Today • Download the Homework 6-16 and the Sales_data file. • Complete Homework 6-16.

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