Microsoft Excel Data Analysis and Business Modeling (Office 2021 and Microsoft 365), 7th Edition

Chapter 42

Creating subtotals

Questions answered in this chapter:

• How can I easily set up a worksheet to calculate the total revenue and units sold by region?

• How can I obtain a breakdown by salesperson of the sales in each region?

• How do SUBTOTAL functions work?

Joolas is a small company that manufactures makeup. For each transaction, it tracks the name of the salesperson, the location of the transaction, the product sold, the units sold, and the revenue. The managers want answers to the questions above.

PivotTables can be used to slice and dice data in Microsoft Excel. Often, however, you’d like an easier way to summarize a list or a database within a list. In a sales database, for example, you might want to create a summary of sales revenue ...