How to Add Subtotals to Primary and Secondary Fields in Excel

In this article, we will learn How to Add Subtotals to Primary and Secondary Fields in Excel.

Scenario:

Problem here is whenever we apply a new subtotal to the same data. Previous subtotal gets removed. For example the superstore manager needs the subtotal of Categories, subcategories and month wise sales and profit. Or finding the sum of profit earned by each sales employee each month. This kind of data problem can be solved by subtotal in Excel or using a pivot table. But here we learn how to solve it by Subtotals in Excel.

Subtotal option in Excel

If you need to aggregate and group data on the basis of categories and subcategories, use the Subtotal option in excel.

To add primary subtotal in Excel

Select the table and Go to Data > Subtotal > select the grouping column name > Choose Aggregate function > select the fields you need to subtotal (multiple) > Click OK.

To add secondary subtotal in Excel.

Select the table and Go to Data> Subtotal > Select secondary grouping column name > Choose Aggregate function > select the fields you need to subtotal (multiple) > Untick Replace current Subtotal > Click OK.

Example :

All of these might be confusing to understand. Let's understand how to use the function using an example. Here we have product unit sold data with month.

We will first group data based on the month. Select the table and Go to Data > Subtotal.

select the grouping column name > Choose Aggregate function > select the fields you need to subtotal (multiple) > Click OK.

You can see the month wise subtotal data in Excel. To add more subtotal.

Again Select the table and Go to Data> Subtotal > Select secondary grouping column name > Choose Aggregate function > select the fields you need to subtotal (multiple) > Untick Replace current Subtotal

Click OK and your data will be grouped under the secondary column.

As you can see your grouped data.

Here are all the observational notes using the formula in Excel
Notes :

  1. Select the data before proceeding to the subtotal option. Or else the function throws an error.
  2. To remove subtotal. Select table and Go to Data > subtotal > click Remove all button (adjacent to Ok button).

Hope this article about How to Add Subtotals to Primary and Secondary Fields in Excel is explanatory. Find more articles on calculating values and related Excel formulas here. If you liked our blogs, share it with your friends on Facebook. And also you can follow us on Twitter and Facebook. We would love to hear from you, do let us know how we can improve, complement or innovate our work and make it better for you. Write to us at info@exceltip.com.

Related Articles :

How to use the SUBTOTAL function in Excel : Apply aggregate functions like average, sum, count, max, min on the grouped data using the subtotal function in Excel.

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Comments

  1. "Hi,

    I made a mistake above.

    Your post was at 12:49AM (not PM), so the date / time value is:

    37847.0340277778

    Same number of days as before, but just past midnight.

    Apologies for any confusion!

    Alan."

  2. "i Amanjit,

    If I understand your query correctly, you are asking whether the subtotal feature can be used with times.

    The answer is yes it can.

    Dates and times are simply numeric values (date / time values), and can be added or subtracted like any other numbers.

    For example, your post was at August 14, 2003 12:49 AM (ingoring the EST notation - I have no idea what that means!)

    Excel's date / time value for that is:

    37847.53402777...

    This means 37,847 days since 1 Jan 1900 and 0.53402777... of a day (just past midday).

    Hope that helps.

    Alan."

  3. I'm not sure if this is a bug in Excel, or just something that was never looked into, but using subtotals more than once, as in the example, does not always produce the desired results. For instance, using the example data, if the Market 'Africa' only has data for the Customer Name 'AIG', then Customer Name 'AIG' will not subtotal for 'Africa', but instead it will subtotal for 'Asia'. Also, in the opposite scenario, if the Market 'Asia' only has data for the Customer name 'Pacific Bell', then 'Pacific Bell' will not subtotal under 'Africa', but instead under 'Asia'. In other words, Excel will only force a subtotal when there is a change in the 'At each change' field. If this field is a sceondary subtotal and it is consecutive between primary subtotals, then excel will wait til the secondary filed has changed before it will force a subtotal, even if this overlaps two primary subtotals.

  4. "Hi,
    I made a mistake above.
    Your post was at 12:49AM (not PM), so the date / time value is:
    37847.0340277778
    Same number of days as before, but just past midnight.
    Apologies for any confusion!
    Alan."

  5. "Hi Amanjit,
    If I understand your query correctly, you are asking whether the subtotal feature can be used with times.
    The answer is yes it can. Dates and times are simply numeric values (date / time values), and can be added or subtracted like any other numbers.
    For example, your post was at August 14, 2003 12:49 AM (ingoring the EST notation - I have no idea what that means!)
    Excel's date / time value for that is:
    37847.53402777...
    This means 37,847 days since 1 Jan 1900 and 0.53402777... of a day (just past midday).
    Hope that helps.
    Alan."

  6. I'm not sure if this is a bug in Excel, or just something that was never looked into, but using subtotals more than once, as in the example, does not always produce the desired results. For instance, using the example data, if the Market 'Africa' only has data for the Customer Name 'AIG', then Customer Name 'AIG' will not subtotal for 'Africa', but instead it will subtotal for 'Asia'. Also, in the opposite scenario, if the Market 'Asia' only has data for the Customer name 'Pacific Bell', then 'Pacific Bell' will not subtotal under 'Africa', but instead under 'Asia'. In other words, Excel will only force a subtotal when there is a change in the 'At each change' field. If this field is a sceondary subtotal and it is consecutive between primary subtotals, then excel will wait til the secondary filed has changed before it will force a subtotal, even if this overlaps two primary subtotals

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