Tools

How to Total and Subtotal in Excel – Complete Guide

Well, currently, these techniques are essential to improve the efficiency of all automatable processes. For all the above, today we will teach you how to get the total and the subtotal in Excel, of many values, quickly.

It is about going step by step, advancing in the different office tools of the Microsoft Office suite. You can, for example, set a goal of working with a different one every day. Create an itinerary with tutorials on how to use Word, PowerPoint and Excel.

Go at your own pace, you can always check the guides again. You don’t need to feel pressured, the idea is that this is good for you.

Remember that the requirements to follow this tutorial are two. Have knowledge about the basic use of some of the Office software. And, of course, having bought and downloaded Microsoft Excel from its official website.

Acquiring this program will be a very useful investment for your professional development, you will not regret doing it. Just make sure you are responsible with your schedule for good learning.

excel download

If you’ve made it this far, I guess you’re ready to go. Remember to practice as you read the guide. By experiencing the process first- hand, you will assimilate it much faster. In addition, you will be able to reread at the moment the steps that generate doubts. Don’t be frustrated if at first something doesn’t turn out the way you expected.

What is Excel?

This software is the most widely used spreadsheet in the world. It is a type of document, in which you can work with numbers, functions and tables of all classes. The sheet is divided into cells, which are arranged in rows and columns, spread out almost unlimitedly.

How to get total and subtotal in Excel?

The process is fairly simple. What we need is to have an Excel spreadsheet, to which we have previously entered the numerical data of the value of different goods or services. Be it expenses, purchases, or because of other things.

As both the total and the subtotal, they are values ​​that we want to add; we will use the SUM function. To do this, we will go to a cell somewhat apart from those that have the figures to be added, and we will type: = SUM ()

Between the parentheses of the previous formula, we will have to cover all the cells to be added. For example, if you are making an invoice, for the sale of 20 products, and you have their prices in cells A, you would put: = SUM (A2: A21)

Next to that first sum, in which we will cover the values ​​of 20 products (from cell A2 to A21 in this example, which will vary depending on your own table), we will write SUBTOTAL .

The difference between the total and the subtotal is that the first also includes tax charges and other additional costs, unrelated to the purchase as such. In this example, we will add a 16% tax to our subtotal.

To automatically calculate the tax from the subtotal, we will write in a cell the name of the tax, and, in the next cell, we will work with a formula. If it is 16%, a rule of three of the form = (subtotal * 16) / 100 is sufficient . Where we will replace the word subtotal, by the coordinate of the cell where we are calculating it.

Finally, we will get the total, adding, in a separate cell, the subtotal and the tax. All you have to do is reuse the sum formula, but this time, enter the coordinates of the subtotal and tax cells, separated by a comma: = SUM (subtotal, tax)

Remember that you can customize the cells or tables to your liking, to make an invoice easier to see.

add excel data

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button