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.
21 Responses to “Distinct count in Excel pivot tables”
The distinct count option works well but I have found that if I have a date field and want to group by year, month, etc. that option seems to be disabled. I need to do both, distinct count and group by year/month.
Example data; sales orders with item quantities with dates.
Challenge; sum the item quantities, count the distinct orders and group by month. How do I do this?
Perhaps that's not possible due to the grouping?
@Al... When you use data model based pivots, you cannot group values manually anymore. Why not use Excel 2016's default date grouping option? In this case we have just a few dates, so Excel is not grouping them, but if you have an year's worth of data, when you make the pivot with date in the row label area, Excel automatically groups them. If you have fewer dates or want to use your own grouping, just create a table with all dates, add columns with month, week, year etc. Then connect this table (these types of tables are usually called as calendar tables) to your data on date field as a relationship. Now you can create reports by month, quarter etc easily.
Is this the only way to do it in 2013? I find it rather cumbersome to have to create another data table listing dates with the another column for MONTH() and YEAR() to be able to summarise data for senior level...
I know people find adding calendar tables cumbersome, but it is a best practice and let's you add more layers of analysis quite easily. For example, adding analysis by weekday vs. weekend or by financial quarter or YTD calculations (you would need either Power Pivot DAX or some very carefully setup pivot table value field settings)
I had absolutely no idea this was possible. Very useful, nice work!
Doesn't work for 2010 version though (or at least not my works version)
Hi ,
The post has the following in it :
These instructions work only in Excel 2016, Office 365 and Excel 2013.
when i have 2 different Pivot tables, one without the enabled “Add this data to data model” option, and the other one with it enabled.. is there anyway i can link slicers between them?
if the answer is NO,, what to do ?
Quick note, the “Add this data to data model” option is not available for the Mac version.
perhaps outside scope of this article but I have found when I attempt to create a pivot table from an external data source (connection to a sql view) the "Add this data to data model" becomes greyed out. Anybody experienced and found a solution so I can start getting distinct count in my pivot tables?
Is there a way to still add a calculated field when using distinct count?
I found I can't change the date source after tick the " add this data to the data model", can you help to adv how to change the date source in such case?
Is there a way to update the source once you have added to the data model? I receive a new spreadsheet weekly and would like to update the connection so my tables pull from the new source.
Hi Crhis, I like how you have hulk (superhero) as your avatar. Do you know that there is a superhero in Excel too? It's Power Query. You can use it to solve your problem in a simple click. Here an intro if you need some guidance.
Powerful Introduction to Power Query
A big Thank you. It worked.
Hi, have survey data that I need to analyze but the challenge is that my key fields are showing horizontally. I tried to transpose the fields using Power Query, but unfortunately the new fields are returning same values on a pivot table despite using distinct values
How I can a do a pivot table with discount conts in some columns and then generate shor report filter pages. pls it drives crazy
Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?
Great Answer! Saved me lots of time!
Thank you!!!
Worked awesome! Thanks!!
Hi Chandoo,
I am using pivot tables for distinct count and now I need to update them with new set of data. But when I update the source data, all the columns and formatting of Pivot table disappears and I need to build it from Scratch.
Is there a possibility that I can update the source data with new rows added and also retain my pivot tables?