Excel 2016 Data and List Management

Lesson 3 – Working with Outlines

Excel 2016

Select the District Rpt. worksheet tab. Drag to select columns F through H. Click the top part of the Ungroup button to ungroup the detail columns. Notice that the detail columns are promoted to the next level of the outline.

C REATING S UBTOTALS IN A L IST  D ISCUSSION

When a list is sorted by the values in a column, records containing identical values are grouped together. For example, if you sort a list by department, all records from the same department are grouped together and appear consecutively in the list.

Once a list is grouped, the subtotal command lets you calculate a variety of subtotals for each group, together with a grand total for all values. It achieves this by inserting a summary row under each group containing the group name and subtotals. The grand totals appear at the bottom of the list. In addition, outlining is automatically applied to the list, which lets you display or hide the detail data for each group.

There are 11 different summary functions available in the subtotal command including SUM, COUNT, COUNT NUMBERS, AVERAGE, MAX and MIN. You can create subtotals for multiple columns in each group.

The Subtotal dialog box

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