Excel Subtotals Straight to the Point
By Bill Jelen
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Excel Subtotals Straight to the Point - Bill Jelen
EXCEL SUBTOTALS
Straight to the Point
Bill Jelen
Holy Macro! Books
PO Box 541731, Merritt Island FL 32953
Excel Subtotals Straight to the Point
© 2018 by Bill Jelen
All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information or storage retrieval system without written permission from the publisher.
All terms known in this book known to be trademarks have been appropriately capitalized. Trademarks are the property of their respective owners and are not affiliated with Holy Macro! Books
Every effort has been made to make this book as complete and accurate as possible, but no warranty or fitness is implied. The information is provided on an as is
basis. The authors and the publisher shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book.
Printed in USA by Hess Print Solutions
First Printing: January 2018
Author: Bill Jelen
Cover Design: Shannon Travise, Creative Correspondence
Cover Illustration: Shannon Mattiza, 6'4 Productions
Technical Editor: Bob Umlas
Published by: Holy Macro! Books, PO Box 541731, Merritt Island, FL 32953
Distributed by Independent Publishers Group, Chicago, IL
ISBN 978-1-61547-243-7 PDF, 978-1-61547-365-6 ePub, 978-1-61547-143-0 Mobi
Table of Contents
About the Author
Why Have a Book on Subtotals
Preparing Your Data and Adding Subtotals
How to Set up Your Data for Subtotals
How to Fit a Multiline Heading into One Cell
No Tiny Blank Columns Between Columns
How to Sort Data
Sort Days of the Week
Sort a Report into a Custom Sequence
Add Subtotals to a Data set
Subtotal Tricks & Techniques
Use Group & Outline Buttons to Collapse Subtotaled Data
Manually Apply Groups
Group Report Sections
Subtotals Above Each Group
Copy Just Totals from Subtotaled Data
Sort Largest Customers to the Top
Format the Subtotal Rows
Add Other Text to the Subtotal Lines
Subtotal One Column and Count Another Column
Subtotal by Month With Daily Dates
Subtotals by Product Within Region
Add a Page Break For each Group
My Manager Wants a Blank Line After Each Subtotal
Add a Calculation Only to the Subtotal Rows
Shift Subtotals One Column to the Right
Finding G/L Accounts Not in Balance
Why Is Final Subtotal Row Appearing After Many Blank Rows?
Enter a Grand Total of Data Manually Subtotaled
Why Does Subtotal Dialog Sometimes Default to Count?
Adding Subtotals to Dozens of Columns
Can You Get Medians?
Horizontal Subtotals
Subtotals Don't Work with Tables
Using the SUBTOTAL function without Invoking the Command
Adding a Total Visible Below a Filtered Data Set
Using 109 For Rows Manually Hidden
The 9 Basic Arguments
The 9 New Arguments
SUMIF or COUNTIF of Filtered Data
Introducing AGGREGATE
New Arguments for What to Ignore
New Arguments for AggregatE Function Number
Some Functions Require a Fourth Argument in AGGREGATE
How is SMALL or LARGE Different From MIN or MAX?
Doing MINIFS or MAXIFS Before They Existed
Using VBA with Subtotals
Creating Subtotals Using VBA
VBA & TEXTJOIN to Subtotal Dozens of Columns
Replacing Subtotals With Power Query
Using Power Query to Get #2 View of Subtotals
Index
About the Author
Bill Jelen is the host of MrExcel.com and the author of 54 books about Microsoft Excel including Excel Gurus Gone Wild, Pivot Table Data Crunching, and Excel 2016 In Depth. He has made over 80 guest appearances on TV’s Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show.
He writes the monthly Excel column for Strategic Finance magazine. He has produced over 2100 episodes of his daily video podcast Learn Excel from MrExcel. Before founding MrExcel.com in 1998, Jelen spent twelve years in the trenches
, as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly held company. Since then, his company automates Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year – for free – for readers all over the world. Jelen hails from Merritt Island, Florida.
Why Have a Book on Subtotals
Subtotals were added to Excel 97. That makes them newer than the pivot table. I meet people who ignore subtotals because they perceive pivot tables as more powerful. I agree that pivot tables are awesome, but for data sets with many columns of text data, the Subtotals command can produce reports that would be awkward in a pivot table.
Plus,