WEBVTT
Kind: captions
Language: en

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Grouping is one of the best ways to make your
data more manageable. You can use it to show

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or hide certain parts of your worksheet, so
you can focus on the information you need.

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You can even add subtotals to summarize (or
outline) your data.

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In this example, I have a list of t-shirt
orders, but I don't really need to see the

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peoples' names and payment information right
now. So with my three columns selected, I'm

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going to go to the Data tab… and then click
the Group command.

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Now we can show or hide the group using the
button that's attached to the bracket here.

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Click the minus sign to hide (or collapse)
the data… and the plus sign to show it again.

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To ungroup any data, just make sure it's selected…
then click the Ungroup command… and you're

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all set.

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The Subtotal command is similar to groups.
You can use it to create groups automatically,

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and also add functions like SUM, COUNT, and
AVERAGE to help you summarize your data.

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In this example, I'd like to tally the number
of orders for each t-shirt size, including

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small, medium, large, and x-large.

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Before you can add a subtotal, your data has
to be sorted by the column you plan to summarize,

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so I've already taken care of that. As you can see, the t-shirts have been put into a custom sort order, going from smallest to largest.

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All we have to do now is click the Subtotal command… and a dialog box will appear.

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Here we'll select the column that's going
to be the basis for the subtotal… in this

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case, T-Shirt Size.

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Next we'll pick the function that we're going
to be using.

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There are several common functions to choose
from, like Sum, Average, and Product. But

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we're going to go with Count, which will just
count the number of cells that contain each size.

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(If you had numerical data, you could
choose Sum, and it would actually add the

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values of the cells to create a subtotal.)

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Finally, check the column where you want the
subtotal to appear. Then click OK.

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Now a couple of things have happened here.
Each t-shirt size is now in its own group

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(indicated by the brackets here), and all
of those groups are inside a larger group.

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This is also called an outline in Excel.

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The other thing that's happened is that each
group has a subtotal under it. So we can see

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the number of shirts that have been ordered
in each size… and at the very bottom, we

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can also see the grand total.

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To make the worksheet easier to read, you
can show or hide each group just like I showed

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you before.

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But when you have groups inside of groups,
like we do in this example, sometimes it's

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easier to view them by level. Just look for
the buttons to the left of your worksheet.

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The highest level, which is 3 in this case,
will show all of your data… while level

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2 will hide the details of each size, leaving
just the individual subtotals. Finally, level

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1 will hide everything, so we can only see
the grand total.

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Let's click 3 to show the entire worksheet
again.

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OK, there's one more thing we'd like to point out.

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When you use subtotals, you'll notice these extra rows have been inserted into our spreadsheet.

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And while they're helpful for viewing the subtotal information

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If you need to change the formatting or arrangment of your worksheet,

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You might find that these rows just get in the way. In a case like this, it's usually best just to remove the subtotals altogther.

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To remove subtotals from your worksheet, all
you have to do is click the Subtotal command…

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then click the button that says Remove All.

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Grouping and subtotaling can make your worksheet
less cluttered, more organized, and easier

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to view. So keep these features in mind the
next time you need help summarizing your data.

