Search Contextures Sites

 


Amazon.com 

 

 

 

 

 

Excel Pivot Table Subtotals

Creating Excel Pivot Table Subtotals  
Add Another Subtotal  
Automatic Subtotal Summary Function  
Change the Subtotal Summary Function  
Show Multiple Subtotals  
Pivot Table Tutorial List  

View the steps in a short Pivot Table Subtotals video  

   

Creating Excel Pivot Table Subtotals 

If your pivot table has only one field in the Row Labels area, you won't see any Row subtotals.

In the pivot table shown below, Service is in the Row Labels area, Lead Tech is in the Column Labels area, and Labor Cost is in the Values area. Because Service is the only field in the Row Labels area, it has no subtotal.

 

   

When you add another field to the Row Labels area, a subtotal is automatically created for the first field. In this example, the District field is added to the Row Labels area, below the Service field.

  • The Service field is an Outer Field, because there is a field below it (District).
  • The District field is an Inner Field, because there is NO field below it.

Because Service is now an Outer Field, it automatically has a subtotal after each Service type. Each subtotal shows the name of the Service type, and "Total", such as Install Total.

 

   

Add Another Subtotal 

If you add another field to the Row Labels area, below the District field, the new field becomes the Inner Field, and District changes to an Outer Field.

In the pivot table below, the Technician Count field was added below District, and the District field now has a subtotal after each District name.

 

   

Automatic Subtotal Summary Function 

When a subtotal is added to a pivot table, its Summary Function is set to Automatic. With that setting, the subtotal automatically uses the same Summary Function as the Value fields in each column.

In the pivot table shown above, the Value fields are using the SUM function, so the subtotals also show the SUM of the values.

In the pivot table shown below, the Value fields have been changed to the MAX function, so the subtotals also show the MAX of the values. A few of the MAX values are highlighted in green, to show that the values and both subtotals are the same.

Even though the Summary Function has been changed to MAX, each subtotal still shows the name of the item, and "Total", such as Central Total.

 

   

Change the Subtotal Summary Function 

Instead of using the Automatic setting for subtotals, you can select a Custom setting. To change the setting:

  1. Right-click a label for the field in which you want to change the subtotal. In this example, right-click cell B5, which has the Install label.
  2. In the pop-up menu, click Field Settings
  3. In the Field Settings dialog box, click the Subtotals & Filters tab
  4. Under Subtotals, click Custom
  5. In the list of Summary Functions, click one or more function names
  6. Click OK to close the dialog box.

 

 

   

Show Multiple Subtotals 

In the Field Settings dialog box shown above, there are two functions, Count and Max, selected in the list of Summary Functions for the Service field.

After selecting these functions, the pivot table shows two subtotals for each Service type. When you use Custom functions, the subtotal row shows the item name, and the name of the Function, such as Install Count.

The subtotals for District are not changed, nor are the other values in the pivot table.

 

   

 

 

 

View the steps in a short Pivot Table Subtotals video.  

 

 
     

Learn how to create Excel dashboards.

Pivot Table Tutorials

Excel Pivot Table -- Introduction 
Excel Pivot Table -- Clear Old Items
Excel Pivot Table -- Create a Pivot Table in Excel 2007 
Excel Pivot Table -- Custom Calculations 
Excel Pivot Table -- Data Field Layout
Excel Pivot Table -- Dynamic Data Source
Excel Pivot Table -- FAQs
Excel Pivot Table -- Field Settings
Excel Pivot Table -- Filter Source Data  
Excel Pivot Table -- Filters, Top 10 
Excel Pivot Table -- GetPivotData
Excel Pivot Table -- Grand Totals
Excel Pivot Table -- Grouping Data
Excel Pivot Table -- Layout, Excel 2007
Excel Pivot Table -- Multiple Consolidation Ranges
Excel Pivot Table -- Pivot Cache   
Excel Pivot Table -- PivotTable Style
Excel Pivot Table -- Printing   
Excel Pivot Table -- Protection  
Excel Pivot Table -- Report Filters
Excel Pivot Table -- Running Totals  
Excel Pivot Table -- Show and Hide Items 
Excel Pivot Table -- Sorting
Excel Pivot Table -- Subtotals 
Excel Pivot Table -- Summary Functions
Excel Pivot Table -- Unique Items

Pivot Table Books

Pivot Tables, Beginning (Excel 2007) 
Pivot Tables, Recipe Book (Excel 2003) 
Pivot Tables, Recipe Book (Excel 2007) 

Pivot Table Add-Ins

Pivot Tables - Add-in -- Pivot Power 
Pivot Tables - Add-in - Pivot Play PLUS 

Pivot Table Videos

Pivot Tables - Clear Old Items
Pivot Tables - Copy a Custom PivotTable Style
Pivot Tables - Create in Excel 2007
Pivot Tables - Create from Multiple Sheets
Pivot Tables - Data Field Layout
Pivot Tables - Date Filters, Add
Pivot Tables - GetPivotData
Pivot Tables - Group Data
Pivot Tables - Layout, Excel 2007
Pivot Tables - Report Filters, Add
Pivot Tables - Running Totals
Pivot Tables - Select Sections
Pivot Tables - Subtotals, Create Multiple
Pivot Tables - Top 10 Filters

 

       Home     Excel Tips     Excel Files     The Excel Store     Blog     Contact

 

Privacy Policy

 

Contextures Inc., Copyright ©2010
All rights reserved.

 

Last updated: November 15, 2009 2:24 PM