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Microsoft® Excel Data Analysis and Business Modeling by Wayne L. Winston

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Chapter 40. Creating Subtotals

  • Joolas is a small makeup company. For each transaction, they track in an Excel spreadsheet the name of the salesperson, the location of the transaction, the product sold, units sold, and transaction revenue. Is there an easy way to create (within the worksheet) the total revenue and units sold by region?

We know that PivotTables can be used to "slice and dice" data in Excel. Often, however, we’d like an easy way to summarize a list or a database within the list. In a sales database, for example, we might want to create a summary of sales revenue by region, a summary of sales revenue by product, and a summary of sales revenue by salesperson. If you sort a list by the column in which specific data is listed, the Excel ...

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