Today we will learn Excel SUBTOTAL formula and 5 beautiful reasons why you should give it a try.
SUBTOTAL formula is used to find out subtotal of a given range of cells. You give SUBTOTAL two things – (1) a range of data (2) type of subtotal. In return, SUBTOTAL will give you the subtotal for that data.
Unlike SUM, AVERAGE, COUNT etc. which do one thing and only one thing, SUBTOTAL is versatile. You can use it to sum up, average, count a bunch of cells.
Here is the SUBTOTAL syntax:
=SUBTOTAL (TYPE OF TOTAL, RANGE OF CELLS)
So, for example, =SUBTOTAL(9,A1:A10) will give us the sum of all values in A1:A10, provided none are filtered(more on this filtering thing below). That is because “9” stands for SUM in SUBTOTAL lingo. If you want a count of values, you can use “2”.
Hmm, that sounds like any other formula, what is so special about it?
Well, SUBTOTAL is not just any other formula, it is a special one. We don’t need to be Jedi masters to tell that force is with SUBTOTAL.
Here I have listed 5 reasons why this is such a special formula.
1) You can use SUBTOTAL to find sum of filtered values
I think the title says it all. See this example to know more.
2) You can use SUBTOTAL to ignore values in hidden rows
Often, we use hide rows feature in excel to remove irrelevant items from view. You can use SUBTOTAL with special type codes so that values in hidden rows are neglected.
For eg. SUBTOTAL(9,A1:A10) finds the sum of values in cells A1:A10 where as SUBTOTAL(109,A1:A10) will find sum of values in visible rows only.
3) You can use SUBTOTAL to dynamically summarize data
Since the “type of total” is a parameter to SUBTOTAL, we can use that to make a dynamic summary like this:
This is very handy in dashboards or when you don’t have space for everything.
4) If there are subtotals in SUBTOTAL range, they will be neglected
This is a killer feature of SUBTOTAL. If you have any SUBTOTAL formulas in the input range of another SUBTOTAL formula, these values are neglected so that double counting is avoided. Need I say more?
5) You can automatically create SUBTOTALs using Excel Data Tools
While SUBTOTAL formula looks kind of neat, writing them when you have tabular data can be a drag. But you don’t have to worry about that. In Excel’s Data menu / ribbon, there is an option on called “Subtotals” that automates the whole process for you.
To generate automatic SUBTOTALS, just select your table of data, go to Data ribbon (or menu) and click on “Subtotals”. This will launch a Subtotal dialog where you can easily specify the type of total grouping you want.
That simple!
Related Excel Formulas:
SUMPRODUCT | VLOOKUP | SUMIF & COUNTIF
Have you used SUBTOTAL formula?
I have never really bothered to test SUBTOTAL formula until few days ago. Now that I found some really cool uses for it, I am itching to implement some of them in future. What about you? Have you used SUBTOTAL formula before? Do you got any tips to share? Please use comments to discuss.
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!