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Subtotal in Excel
Excel Tips and Tricks

Subtotal Magic in Excel – Quick Guide

Welcome to Excel Subtotal Mastery!

Hey there! Are you ready to become an Excel wizard? Great, because today, we’re diving into the magical world of Excel subtotals. If you loved our YouTube hit, “Subtotal Magic in Excel – Quick Guide!”, you’re definitely in for a treat with this blog post. We’re all about making Excel fun and easy, and today, we’re focusing on Supervisor and Employee Sales data. Let’s get started!

Your Data, Demystified

First off, let’s talk about your data. It’s the star of the show, after all. In our example, you’ve got Supervisor Name in column A, Employee Name in column B, and those crucial Sales figures in column C. Knowing your data like the back of your hand? That’s step one to Excel success.

Sales Data
Sales Data

Step 1: Sort It Out!

Now, let’s kick things off by sorting your data. Whether you choose ascending or descending order for the Supervisor Name, it’s all good. Sorting is the foundation of our subtotal journey, ensuring everything adds up perfectly later on.

Sort the data by Supervisor Name
Sort the data by Supervisor Name

Step 2: Subtotal Time!

Then, it’s time to head over to the Data tab. Click on ‘Outline’, then ‘Subtotal’, and there you are. This little trip to the Data tab is your ticket to organized, summary-level data.

Add Subtotal
Add Subtotal

Step 3: Customize Your Calculations

In the Subtotal popup window, select the below info:

  • Select ‘Supervisor Name’ in the “At each change in” dropdown. This tells Excel, “Hey, let’s start a new subtotal with each new supervisor!”
  • Choose ‘Sum’ in the “Use Function” dropdown to sum up those sales.
  • Make sure ‘Sales’ is ticked in the “Add subtotal to” list. That’s where the magic happens.
  • Go for ‘Replace current subtotals’ and ‘Summary below data’ to keep things neat and tidy.
Subtotal popup window
Subtotal popup window

Step 4: Bring It All Together

Lastly, hit ‘OK’ and watch Excel do its thing. It’s like a little Excel fairy sprinkles subtotal magic all over your data. And there you have it – a beautifully organized sheet with all the subtotals you need.

Data with Subtotals
Data with Subtotals

Wrapping Up

So, there you have it – subtotals in Excel made easy! Who knew a few clicks could bring so much clarity to your data, right? Remember, Excel is not just about numbers; it’s about making your data work for you in the simplest way possible.

Thanks for joining me on this Excel adventure. Don’t forget to swing by our YouTube channel for more awesome Excel tips and tricks. Happy Excel-ing!

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Meet PK, the founder of PK-AnExcelExpert.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you're looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK's services and see how he can take your Excel skills to the next level!