## Key Takeaway:

- Excel Formulae are a powerful tool that can streamline data analysis and reporting, allowing users to save time and increase accuracy in their work.
- The SUM function is a common Excel formula used to quickly sum up values in a range of cells. However, the SUBTOTAL function offers even more functionality by allowing users to selectively calculate subtotals on filtered or hidden data.
- To use the SUBTOTAL function effectively, it is important to understand its syntax and common limitations. With practice, users can master Excel formulae and significantly enhance their productivity and analysis capabilities.

Have you ever struggled with understanding Excel’s subtotal function? Don’t worry, we’ve got you covered! In this article, you’ll learn how to work with subtotal, effectively using it to transform complex data into useful insights.

### Understanding the Basics of Excel Formulae

- Get to Know the Formula Structure – Every Excel formula starts with an equal sign (=), then a
*function name or operator*and one or more*arguments in brackets*. - Learn About Different Types of Functions – Excel has
*mathematical, statistical, date/time and financial functions*which can help with various calculations. - Get Some Practice – Check out online tutorials or YouTube videos to find simple practice problems about
**SUM, AVERAGE, MINIMUM & MAXIMUM**functions.

You can make formulas more complex by **nesting functions within one another and across multiple cells**. But, when they become complicated, organize them with whitespace and comments.

**Named ranges** are also useful when building a formula. For example, use “SalesRegion” instead of “B2:B100”.

Problems may occur when copying or pasting long formulas between cells or workbooks, due to inaccurate references. Use **relative cell referencing** (CTRL + TILDE (~)) to keep formatting and calculations with the right reference.

Now that you understand the basics, let’s move on to mastering **SUM and SUBTOTAL functions**. We’ll cover that in the next section.

### Mastering the SUM and SUBTOTAL Functions

If you want to work with data in Excel, you must master the **SUM and SUBTOTAL functions**. Follow this **4-step guide** to get started:

**Pick the cell**where you want the result.**Type either “=SUM(“**or “=SUBTOTAL(“ in that cell.**Select the range of cells you want to add up or subtotal**.**Close the formula with a “)”.**

The **SUM function** adds a range of cells. The SUBTOTAL function is more versatile. It can also give you averages, counts and maximums.

Try these functions in various situations. For example, calculate monthly expenses, sales commissions or product inventory. You’ll find out how helpful they are.

Tip: Use shortcuts to make it easier. To quickly insert a SUM formula, press Alt + “=”.

Next up is “**How to Use the SUM Function in Excel**“. It will show you more tips and tricks about this important function.

## How to Use the SUM Function in Excel

Ever had trouble adding large data in an Excel spreadsheet? **SUM function** can help you save time and effort. Let’s have a closer look at the **syntax of SUM function** and its tips and tricks. You’ll be amazed at how versatile it is, and how it makes your workflow simpler and yields more accurate results.

Let’s find out what this **SUM function** can do!

### Syntax for the SUM Function in Excel

Using the **SUM function** in Excel is a breeze! This function adds up a range of cells, either continuous or non-continuous.

To get started, type `=SUM(`

in the cell you want the sum to appear.

Select your range and add a closing bracket `)`

at the end. Hit “Enter” and you have your sum. You can also use named ranges instead of manually selecting a range. If you need to add multiple ranges, just separate them with commas within the SUM parentheses.

Using functions in Excel is **essential for calculating sums**. The SUM function is the most commonly used one. It’s simple and easy to understand. Just specify the range or individual cell to be added up.

With the SUM function, you can quickly and easily add up rows or columns containing numbers. You don’t have to do manual calculations! Furthermore, this function can handle date and time values as well as numbers, so mixed formats won’t be an issue.

Stay tuned for *‘Tips and Tricks for the SUM Function in Excel’* for further tips and customizations when working on specific projects.

### Tips and Tricks for the SUM Function in Excel

**Text:**

SUM is one of the most popular functions in Excel. Here are some tips to make the most of it:

- Use the AutoSum button on the Home tab.
- Include multiple ranges by separating them with commas.
- Use absolute references with dollar signs (e.g. $A$1).

You can use **SUMIF** or **SUMIFS** to sum up cells with certain criteria. Plus, structured references help add up rows/columns in tables.

Remember, text and errors will cause errors in your formula. To fix this, exclude them manually or use **ISNUMBER** and **ISTEXT**.

For large datasets, consider the **Data Model** feature in newer versions. This allows for more efficient calculations and easier data management.

Make the most of **SUM**! These tips will help streamline your workflow and save time on calculations.

Next up – **SUBTOTAL** Function in Excel!

## A Comprehensive Guide to the SUBTOTAL Function in Excel

Have you ever attempted to manipulate and analyze immense quantities of data with Excel? If so, then you are likely familiar with the **SUBTOTAL** function. This tool helps users to analyze their data, by *omitting certain values such as invisible rows or error messages*. In this guide, I will provide a thorough review of the **SUBTOTAL** function in Excel. We will examine its syntax in detail and uncover how to use it efficiently for data analysis. Additionally, we will look into some frequent restrictions of the **SUBTOTAL** function and how to evade them for effective analysis.

### Syntax for the SUBTOTAL Function in Excel

The syntax for the **SUBTOTAL Function** in Excel is:

=SUBTOTAL(function_num,ref1,[ref2],…).

**Function_num** is a numeric value between **1 to 11 or 101 to 111**.

It specifies the type of operation to be performed on the selected data range.

**Ref(s)** is the range of cells on which the operation needs to be performed.

Separate multiple ranges with a comma.

*Note: SUBTOTAL ignores other formulae in the range.*

It only applies operations on visible cells based on filter criteria.

For **SUMIF or COUNTIF** operations to ignore filtered-out rows, use **SUMPRODUCT** or **AGGREGATE** with **IF functions**.

Now, let’s learn how to use this powerful function effectively.

### How to Use the SUBTOTAL Function Effectively

The **SUBTOTAL** function in Excel is useful because it allows you to perform different functions, such as **SUM, AVERAGE, and COUNT**, on a range of data within a table. Even if your data is filtered, the SUBTOTAL function will ignore hidden rows or columns.

To use the SUBTOTAL function, click the *‘Subtotal’* button from the *‘Data Tools’* group under the *‘Data’* tab. Then select the columns to group by, the aggregation function, and where to place the results.

**SUBTOTAL** has two modes: Automatic and Manual. In Automatic Mode, Excel updates the formulas if the source data changes. In Manual Mode, only refreshing or recalculating cells will update the formulas.

It is better to use SUBTOTAL for complicated formulas. It reduces processing time since all intermediate calculations are done only once.

However, there are some limitations to keep in mind. Hidden rows or columns will not be included unless manually updated. Functions like **MAX, MIN, STDEV, VAR, PRODUCT, and non-numeric data** fail with SUBTOTAL. If multiple subtotal sections overlap, it can be hard to get accurate results.

### Common Limitations of the SUBTOTAL Function

**SUBTOTAL** has a drawback – it can’t handle arrays within arrays or reference other ranges inside the formulae. This means manual updates to each cell if the data set changes. INTERSECT and UNION operations are also not possible. You must use individual row or column references.

Be careful when using the different numeric values (**101–109**). They could return different results based on whether hidden rows/columns are included. Therefore, you must use the correct value.

Other Excel functions like *SUM* and *COUNTIF* exclude hidden cells from the output. Unlike these, **SUBTOTAL** has built-in functions which allow users to explicitly choose if they want to ignore hidden cells.

Examples of **SUBTOTAL Function** in Excel will help you understand precisely how effective this feature could be.

## Examples of SUBTOTAL Function in Excel

Let’s explore some practical examples of the **SUBTOTAL** function in Excel! We’ll look at **3 approaches**.

- First up, calculating subtotals in a table. This can help you organize info and gain insights.
- Second, calculating subtotals for filtered data. Analyze specific segments while still seeing the bigger picture.
- Lastly, calculating subtotals for multiple columns. Get a more comprehensive view of your data.

Ready to discover these powerful and time-saving techniques?

### How to Calculate Subtotals in a Table Using Excel

Using Excel’s **SUBTOTAL** function is easy! Here’s a four-step guide:

- Sort your data alphabetically or numerically.
- Click on the cell you want to show the subtotal.
- Enter the formula
**=SUBTOTAL(9,range)**. Where “9” refers to the sum function, and “range” is the range of cells you want to total. - Press enter and your subtotal should appear.

To keep your subtotal formula consistent across multiple columns, use absolute references when selecting a range of cells. Also, this formula will not include any subtotals already present in the range. Make sure to adjust for this by including those rows or columns separately.

If you have a lot of data, consider using the **“Data” tab at the top menu bar followed by “Subtotal.”** This will enable you to quickly group and sort large spreadsheets into smaller sections.

For example, when I needed to organize customer feedback from a large survey, I used Excel’s **Subtotal function to categorize all responses according to certain questions. It made the task much easier!**

### How to Calculate Subtotals for Filtered Data in Excel

The **SUBTOTAL** function in Excel helps to calculate subtotals for filtered data. Let’s look at an example:

You want to find out how much revenue each salesperson has earned from customers in a certain region over the past year. First, filter the data based on the region criteria. Then, select the range of data and insert the SUBTOTAL function. Choose the function(s) to apply (e.g. **SUM or AVERAGE**), and Excel will automatically calculate these values.

This is essential for those with large datasets, as it quickly and easily generates subtotals without manual sifting. Prior to Excel 2007, this was done with array formulas or pivot tables.

In the next section, we’ll look at how SUBTOTAL can also be used with multiple columns.

### How to Calculate Subtotals for Multiple Columns in Excel

Calculating subtotals in Excel can save time and effort when dealing with large amounts of data. It generates subtotals based on multiple columns or rows, which is perfect for financial or inventory data. Here’s how to do it:

- Select the data range you want to subtotal. Include column headings if applicable.
- Go to the ribbon menu and click ‘Data’ then ‘Subtotal’.
- In the popup, choose the columns for which you want to generate subtotals. Select the type of calculation (
**sum, average, count**) and where it is displayed. - Click ‘OK’ to apply the subtotal calculation. New rows or columns with subtotals will be added.

The **SUBTOTAL** function is incredibly versatile. It can include or exclude hidden rows or cells. It’s great with filtered data since it adjusts the results in real-time.

This tool helps organize data, improves productivity and reduces human error. Maximize utilization and deliver effective Business Intelligence by using this powerful tool in Excel today!

## Five Facts About SUBTOTAL: Excel Formulae Explained:

**✅ The SUBTOTAL function is used to return a subtotal for a range of cells in Excel.***(Source: Microsoft)***✅ There are 11 functions available within the SUBTOTAL formula, each with different calculation options and the ability to ignore hidden rows or errors in the calculation.***(Source: Exceljet)***✅ The SUBTOTAL function can be used to filter data and hide or display only specific subtotals, making it a powerful tool for data analysis.***(Source: Excel Campus)***✅ Using the SUBTOTAL function can save time and reduce errors when calculating subtotals in large datasets, compared to manually calculating each subtotal.***(Source: Ablebits)***✅ The SUBTOTAL formula can also be used in combination with other Excel functions, such as IF, SUM, AVERAGE, and COUNT, to perform more complex calculations.***(Source: Excel Easy)*

## FAQs about Subtotal: Excel Formulae Explained

### What is SUBTOTAL: Excel Formulae Explained?

SUBTOTAL: Excel Formulae Explained is a guide to understand the Excel function SUBTOTAL, which helps in calculating various categories of data in a range while ignoring hidden or filtered-out items.

### How to use SUBTOTAL function in Excel?

To use the SUBTOTAL function in Excel, select a range of data and then choose the function from the list of available functions. The function takes two arguments: the first is the function number and the second is the reference to the range of cells to be calculated.

### What are the different function numbers used in SUBTOTAL?

The different function numbers used in SUBTOTAL are 1 to 11 and 101 to 111. Each function number calculates a different type of data, such as average, count, maximum, and minimum, among others.

### Can I use SUBTOTAL with filtered data?

Yes, SUBTOTAL works with filtered data, and it will only consider the visible data while ignoring the hidden or filtered-out data.

### What is the difference between SUBTOTAL and SUM function?

The primary difference between the SUBTOTAL and SUM function is that the SUBTOTAL function ignores the hidden or filtered-out cells, whereas SUM function considers all the cells included in the range.

### Can I use nesting with SUBTOTAL?

Yes, the SUBTOTAL function can be nested within another Excel function to perform more complex calculations. However, we need to ensure that the nested function number does not conflict with the parent function’s number.