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Sorting and Sub-Totaling

  1. #1
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    Sorting and Sub-Totaling

    I have three columns. For example

    Column 1 Column 2 Column 3
    22.14 6130 Overnight Shipping BAPTIST Location 1
    38.37 6130 Overnight Shipping BAPTIST Location 2
    31.00 6130 Overnight Shipping BAPTIST Location 3
    11.90 6130 Overnight Shipping H & A COUNSELING
    0.17 6130 Overnight Shipping HOSPICE
    84.59 6130 Overnight Shipping INFINITE
    128.35 6130 Overnight Shipping INFINITE
    105.88 6130 Overnight Shipping INFINITE
    52.01 6130 Overnight Shipping INFINITE
    55.16 6130 Overnight Shipping Local Hospital
    53.30 6130 Overnight Shipping Local Hospital
    115.82 6130 Overnight Shipping Local Hospital
    147.60 6130 Overnight Shipping MCHC
    31.00 6130 Overnight Shipping MEDICAL Office

    What I need is sort on column 2 and then column 3 and then subtotal column 1 based on the sorts of column 2 and then 3. In other words,

    Baptist Location 1 has a separate sub-total from baptist location 2, etc, and infinite would be totaled together (as an example).

    I do not have this in a table and I have never used pivot table so I dont know how to use that feature.

    Can anyone help me?

  2. #2
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    Re: Sorting and Sub-Totaling

    Can you please upload your file?

  3. #3
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    Re: Sorting and Sub-Totaling

    Can you use Excel's built in "Data > Subtotal" feature? That would give the following:

    DAOberg.png
    Geoff

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  4. #4
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    Re: Sorting and Sub-Totaling

    Can you give me the steps please. Not sure how I sort on the two columns. Subtotal only gives me option to sort on one column.

  5. #5
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    Re: Sorting and Sub-Totaling

    This assumes that you are starting with columns as I show in my post #3 picture and labeled col-1, col-2, col-3

    I also did this in Excel 2010 - hopefully it's not too different in your Excel 2016.

    1. Select a cell in the range you want to sort (A1 in my example)
    2. On ribbon: Data > Sort
    3. Click on "Sort-by" and select Col-2
    4. Click on "Add level"
    5. Click on "Then by" and select col-3
    6. Click on OK
    7. On ribbon: Data > Subtotal
    8. At each change in - select col-3
    9. Use function - select "Sum"
    10. Add subtotal to: - check Col-1
    11. Click on OK

    You should now have subtotals per the picture in my post #3

    Let us know if you still have questions.

  6. #6
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    Re: Sorting and Sub-Totaling

    Thank you so much!!!!

  7. #7
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    Re: Sorting and Sub-Totaling

    Thanks for the feedback, glad to help. Enjoy the holiday weekend!

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