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6. Tables, Sorting and Filtering

6.8 The Subtotal Feature

Data › Outline › Subtotal inserts subtotal rows for each group and builds an outline.

Steps in Excel

  1. The command does not work inside a Table: Table Design › Convert to Range first (or work on a copy).
  2. Sort by the grouping column (e.g. City) – the command groups adjacent rows.
  3. Data › Outline › Subtotal › At each change in: City › Use function: Sum › Add subtotal to: Amount › OK.
  4. Use the outline buttons 1 2 3 on the left: 1 = grand total, 2 = city subtotals, 3 = all details.
  5. Nested subtotals: run it again for Platform and untick Replace current subtotals.
  6. Remove: Data › Outline › Subtotal › Remove All.

Worked example (mini dataset, sorted by City). Level 2 view:

City Amount
Kolhapur Total 232
Nagpur Total 240
Nashik Total 360
Pune Total 544
Sambhaji Nagar Total 195
Solapur Total 1,299
Grand Total 2,870

Ravindra Bagale's Tip

Subtotal command lavaychya aadhi sort karayla khup students visartat – mag ekach city che 3-4 vegle subtotals yetat. Aadhi group column var sort, mag Subtotal. Level 2 view copy karaycha asel tar Alt + ; ne visible cells copy kara.

Practice task

On a copy of the orders, create subtotals of Amount by City and nested counts by Status. Copy only the level-2 rows into a summary sheet.