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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 ListView 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:
- 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.
- In the pop-up menu, click Field Settings
- In the Field Settings dialog box, click the Subtotals & Filters tab
- Under Subtotals, click Custom
- In the list of Summary Functions, click one or more function names
- 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.
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Last updated: November 15, 2009 2:24 PM