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How to Calculate Subtotal in Excel [Clear & Easy]

September 28, 2023 1.7K views

Excel is well-known for its ability to effortlessly perform a variety of mathematical operations, streamlining the process of handling data. One such operation is the Subtotal function, which is relatively straightforward. However, many people might not be familiar with how to use it. In this article, we'll break down the process into simple steps, helping you easily calculate Subtotal in Excel for numerical figures within your dataset.

 Subtotal Function in Excel

Subtotal Function in Excel

What is the Subtotal Function?

The SUBTOTAL function in Excel is like a versatile math assistant. It doesn't just give you the sum of numbers; it can work with 11 different math functions like AVERAGE, COUNT, MAX, MIN, PRODUCT, STDEV, SUM, VAR, VAR.P, VAR.S, and STDEV.P.

 Excel Subtotal 11 operations

Excel Subtotal 11 operations

Imagine you have data in columns, and some rows are hidden. The SUBTOTAL function is smart enough to only consider what you see, ignoring the hidden stuff. This makes it super handy for studying data in Excel sheets.

How to Use Subtotal Function in Excel?

The Subtotal function in Excel offers versatility, accommodating 11 distinct mathematical operations. To navigate its varied uses, it's crucial to grasp the syntax and pivotal argument.

Syntax:

=subtotal(function_number, ref1,...))

The initial argument is the core of the function, dictating the specific operation.

Let's explore this through a dataset with product sales. We'll calculate the sum, average, minimum, maximum, and count using the Subtotal function in Excel:

Step 1: Begin with the Subtotal function in Excel, preceded by "=".

Excel example dataset

Excel example dataset

Step 2: For average sales, we will select "1" for our 1st argument.

 Excel Subtotal average

Excel Subtotal average

Step 3: Select the sales values' cell range.

 Excel Subtotal select range

Excel Subtotal select range

Step 4: Press "Enter" to obtain the average sales.

 Excel Subtotal average sales result

Excel Subtotal average sales result

Step 5: Similarly, for counting values, we will select "2" for our 1st argument.

 Excel Subtotal Count

Excel Subtotal Count

Step 6: For MAX, we will select "4" for our 1st argument.

 Excel Subtotal MAX

Excel Subtotal MAX

Step 7: For MIN, we will select "5" for our 1st argument.

Excel Subtotal MIN

Excel Subtotal MIN

Step 8: For SUM, we will select "9" for our 1st argument.

Excel Subtotal SUM

Excel Subtotal SUM

The Subtotal in Excel is a useful tool for working with data in Excel, as it allows users to perform various operations.

Why use the SUBTOTAL Function?

Frequently, the question arises: Why not simply employ specific functions like SUM or AVERAGE instead of Subtotal in Excel? The answer lies in Subtotal's capability to disregard filtered values.

Consider the example above where we calculated MAX, MIN, AVERAGE, and SUM using both Excel's standard functions and the Subtotal function.

Step 1: Filter out furniture values using the Filter option in our Excel sheet.

 Excel filter option

Excel filter option

Step 2: Observe how the Subtotal function's Average, SUM, MAX, MIN, and Count values differ from those calculated using standard functions. This disparity arises due to Subtotal's ability to ignore filtered or hidden values.

Excel Subtotal vs. standard functions

Excel Subtotal vs. standard functions

This flexibility empowers users to execute various operations on a value set, selectively excluding unnecessary data or performing calculations on specific categories.

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How to Insert Subtotal Function in WPS Spreadsheet

WPS Office is a remarkable office suite that surpasses the ordinary. Unlike MS Excel, WPS Office offers the Subtotal function for free, along with a long list of other functions to meet all your data management needs. You will also enjoy its intuitive interface and enhanced features that make data analysis easy and fast. WPS Office is not just an office suite; it’s a smart and powerful toolkit with AI capabilities.

Here is how you can use the WPS Subtotal function to perform different operations on your data, using the previous example as a demonstration:

Step 1: Click on an empty cell and type the Subtotal function starting with the “=” sign. WPS Office will automatically add the parentheses for you, so you can focus on the data rather than the syntax.

WPS Office Subtotal function

WPS Office Subtotal function

Step 2: To calculate the Average, enter “1” as the first argument inside the parentheses.

WPS Office Subtotal Average argument

WPS Office Subtotal Average argument

Step 3: Select the range of cells that you want to calculate the average for as the second argument. WPS Office will show you the selected cells in the formula bar.

WPS Office Subtotal Cell range

WPS Office Subtotal Cell range

Step 4: Upon pressing "Enter," WPS Office promptly executes the function, unveiling the results.

WPS Office Subtotal results

WPS Office Subtotal results

These steps can be replicated for the 10 other operations featured in the WPS Subtotal function.

WPS Office Subtotal other operations

WPS Office Subtotal other operations

The exciting news is, WPS Office is on the verge of releasing its AI integration for spreadsheet applications, introducing an AI assistant to elevate your daily data management tasks. Download WPS Office today to stay updated and tap into WPS Academy's tutorials for comprehensive spreadsheet guidance.

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FAQs:

Q1. Why use Subtotal instead of SUM?

Subtotal is a more efficient method for data analysis due to its ability to ignore hidden or filtered rows, perform various calculations like averaging, counting, and avoiding double-counting, and its ability to exclude other subtotal values, making it more suitable for creating section subtotals and a grand total.

Q2. What is the difference between the Grand total and the Subtotal?

A grand total sums all of the computations for each metric across the whole report, whereas the subtotal concentrates on a specific subset of metric data at a selected level. Both are vital tools for comprehending and interpreting data from various perspectives.

Q3. Is Subtotal the final total?

No, a subtotal does not equal the final total. It is a figure that depicts the outcome of merging particular numbers, but it does not represent the entire collection of data. A subtotal is often computed for a subset of data, sometimes at a given level of detail or based on a certain standard.

Improve Your Data Analysis Skills with WPS Office's Subtotal Function

This article delved into the efficient methods of acquiring subtotals in Excel, bypassing all intricate processes. This comprehensive guide has diligently simplified the procedure for your convenience. For enhancing data management beyond Excel's inherent capabilities, consider embracing the practical features of WPS Office. Optimize your workflow—download WPS Office for enhanced data management.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.