Excel Subtotals Straight to the Point: Mastering Data Organization and Analysis with Excel Subtotals

MrExcel's Holy Macro! Books · Bill Jelen

Dec 2024 · Packt Publishing Ltd

Ebook

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About this ebook

Discover expert tips for mastering Excel subtotals and related tools, from formatting to advanced techniques. Automate tasks with VBA, and explore Power Query to streamline your data analysis and reporting process.Key Features

Essential Excel functions and tools tailored for financial modeling applications
Methodologies for layout design, error prevention, and model transparency practices
Insights into ratio analysis, self-review processes, and ensuring model accuracy

Book DescriptionThis book provides an in-depth exploration of Excel’s subtotals feature, equipping readers with the tools and insights needed to master data grouping, aggregation, and analysis. Designed for professionals working with structured datasets, the book focuses on practical applications, teaching readers how to organize data effectively, apply subtotals across different categories, and handle challenges such as custom sorting, multi-level grouping, and formatting subtotal rows. Readers will gain valuable strategies for enhancing reports, including techniques to group data manually, shift subtotals horizontally, and add page breaks for clarity. The book also addresses common issues, such as blank rows after subtotals, subtotals in filtered data, and integrating the powerful SUBTOTAL function for advanced calculations. Each chapter provides step-by-step examples to illustrate methods that simplify complex data operations. In addition to working with subtotals, this guide introduces advanced tools like the AGGREGATE function, offering new ways to summarize and analyze data while ignoring errors or hidden rows. It also delves into VBA automation for creating subtotals and explores the use of Power Query for more dynamic and flexible data views. With its clear instructions and practical solutions, this book serves as an essential resource for professionals aiming to optimize their Excel workflows and produce cleaner, more insightful reports.What you will learn

Learn to set up data for subtotals
Discover tricks for subtotal grouping
Master advanced subtotal formatting
Add custom calculations to subtotal rows
Use Power Query for subtotal tasks
Apply AGGREGATE for complex tasks

Who this book is for

This book is designed for Excel users who work with data analysis, financial reporting, or project management tasks, while also ideal for professionals, students, and educators, it assumes a basic understanding of Excel and is tailored for intermediate to advanced users seeking to optimize their data management workflows.

About the author

Holy Macro! Books has been providing top-quality books on Excel, Power Query, and Power BI since 2002. They have published over 100 titles by 30 authors, including numerous Microsoft MVPs.

Bill Jelen is the host of MrExcel and the author of 61 books about Microsoft Excel including Excel Gurus Gone Wild, Pivot Table Data Crunching, and Excel 2019 Inside Out. He has made over 80 guest appearances on TV's Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. He writes the Excel column for Strategic Finance magazine. He has produced over 2200 episodes of his daily video podcast Learn Excel from MrExcel.

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