When making extensive reports, there is often a need to calculate subtotals by reporting categories. Subtotals are, most of the time, sums and they might also be an average, a minimum, a maximum, a product, or a count of articles within a report. Subtotals can be made manually and in this „recipe“ it will be about how to use Excel for automatically adding subtotals.
When we work with large tables containing the subtotals according to categories (article classification, sales program, type of partner, etc.), we can perform a grouping by to one of the given criteria. Grouping can be done by rows or columns, and the goal is to make the report more transparent. That is, if necessary, we can display or hide the analytical elements of the report in order for the data to take up less space.
Consolidation is the term that denotes the unification of several parts into a single entity. In practice, we use consolidation when we want to receive a summary report; for example, when we want to summarize the sale by months, quarters, years … The simplest way to do this is by summarizing the data entered in several worksheets in the last sheet using the formula. But what if the data in the worksheets is not uniform? Excel also has a solution for this scenario …
When entering the parameters of a calculation, it is useful when we can check that the correct values are entered. This type of control serves to check whether a good type of data is entered, whether the values are in the reference range, and can be used to help when entering data into a table. In this way, Excel can also be used as a tool for completing a questionnaire with predefined answers.
When retreiving data from another application or their mass input, especially when done by more people, occurrence of repeated values is a common thing. If it’s a small amount of data, we’ll probably be able to manually remove them. However, when reviewing large tables, we can also use the Excel option that allows you to find and remove duplicates based on one or more criteria.