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Insert subtotal rows into sorted data

sharyn bainesLearn how to insert subtotal rows into sorted data without having to spend time doing it manually.

Recently I ran a training session for an Accounts Manager and her staff. They spent a lot of time pulling data out of their in-house computer system, sorting it by customer and then inserting a new row at every change in the customer name. This was so that they could place a SUM into the row to total what the customer had spent with them.

Using the Subtotals feature I showed them a quick and effective way in which to summarise their data. And yep! They were pretty impressed! Read more

Sum only visible rows when Filtering data in Excel

sharyn bainesA common question I get asked when I’m teaching people how to filter data is “how do I sum only the visible rows when filtering data in Excel”?

It’s very common for people to try creating a SUM total at the bottom of a list and then filter the data hoping that the total will change to reflect the SUM of the data displayed. However, the total doesn’t update. It still shows the SUM of the entire list.

You can definitely use the AutoSum button to instantly create a total that will update as you filter your data. Here’s how you do it.

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