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12/6/2020 2.

Working with Lists

2. Working with Lists

In this lesson, you will learn...

1. To convert data into tables.

2. To remove duplicates from tables.


T Th
3. To sort hdata
is in Excel.
do
is
do
cu cu
me me
l nt l
4. To filter i
Nodatanin a Excel.b No i a na nt be
un abak elon un b lo
au k g au akke ngs
tho eri@ s to tho ri@ to
5. To use subtotals rizto automatically total related data.
ed y ah liana riz
ed yaho iana
l
co oo b co o.c ba
pie .com akke pie o kk
6. To group and ungroup data. sa ri. sa m eri
.
llo llo
we we
d! d!

Microsoft Excel treats all data in successive rows and columns as a list. For example, following is a list with three
columns and seven rows:

Th Th
is is
do do
cu cu
me me
l
No ana nt be
i l
No ana nt be
i
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

The image below includes three lists, two with four rows and three columns and one with nine rows and two
columns:

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

2.1 Converting a List to a Table

Converting a list to a table makes it very easy to format your data and to keep the formatting consistent as you
make changes to the data. To convert a list to a table:
Th Th
is is
do do
cu cu
1. Select a cell m
within
en the list you wish to convert to a table. me
N l i a t N l i a nt
n b n b

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12/6/2020 2. Working with Lists

2. On the Insert tab, in the Tables group, click the Table command:

Th Th
3. is
In the Create is
do Table dialog box, verify that Excel has correctly guessed do the correct data range, check My
cu cu
table has headers m en if your table does have headers, and click OK: lia men
No l i a tb No tb
n n
un abak elon un abak elon
au k g a k eri gs to
tho eri@ s to uth
o @
riz y li an r ize ya li
ed ah
o a ba d ho ana b
co o.c c op o . a
pie
sa m
o kk
eri ies com kker
llo . a llo i.
we we
d! d!

Exercise 10 Converting a List to a Table


Th Th
is is
do do
cu cu
me m
5 to 10 minutes l
No ana i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
In this exercise, you thowill practice
r t converting a list to a table. u tho e r st
riz i@ya o lian riz i@ya o lian
ed ho ab ed ho ab
co o co o
pie .com akke pie .com akke
1. Open List to Table.xlsx from s a your Excel2019.2/Exercises
ri. folder. sa ri.
llo llo
we we
d! d!
2. In Sheet1, convert the list of houses to a table.

3. In Sheet2, convert the data into a table. Be sure to include all data in the worksheet in the table.

Exercise Solution
Th Th
is is
do do
cu cu
me me
1. l
No iaconvert
In Sheet1, n t bthe list of houses to a table. l
No iana nt be
na e
un b lo un b lo
au akke ngs au akke ngs
A. Select anyt h r
ori cell @i within t o l list. t h ori r i @ to
ze ya the ian ze ya lia
dc h oo a dc h oo na ba
op .co bakk op .co
B. On the Insert tab,ieins athe m Tablesegroup,
ri. click the Table command: ies m kkeri
llo all .
we ow
d! e d!

Th Th
is is
C. In the doCreate Table dialog box: do
cu cu
me me
N l i a n t N l i a nt
i. n b n b
Verify that Excel has correctly guessed the correct data range ($A$1:$F$133).
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12/6/2020 2. Working with Lists

ii. Check My table has headers if it isn't already checked.

iii. Click OK.

2. In Sheet2, convert the data into a table. Be sure to include all data in the worksheet in the table.

A. Delete the blank row (row 5).

B. Select any cell within the list.


Th Th
is is
C. On thedo Insert tab, in the Tables group, click the Table command:
do
cu cu
me me
l i a n tb l i a n
No
un
na
ba elo N ou n ab t belo
k n na a n
au
tho keri@ s to
g uth kkeri gs t
riz l o riz @ ol
ed yaho iana ed yaho iana
co o b co o b
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!

D. In the Create Table dialog box:

i. Verify that Excel has correctly guessed the correct data range ($A$1:$C$9).

ii. Check My table has headers if it isn't already checked.


Th Th
is is
do do
iii. Click cu OK. cu
me m
No ana l i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
tho r t u tho e r st
riz i@ya o lian riz i@ya o lian
ed ho ab ed ho
2.2 Removing Duplicates o.c a bak
pie .com afrom a List
co o kk co
eri p i es om ke
sa . all ri.
llo o
we we
d! d!
Excel makes it easy to remove duplicates from a list, which can be really helpful when working with long lists. To
remove duplicates from a list:

1. Select a cell within the list that you wish to remove duplicates from.

2. On the Data tab, in the Data Tools group, click the Remove Duplicates command:
Th Th
is is
do do
cu cu
me me
l
No iana n tb l
No iana nt be
un b e lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba c o o . co bakk
pie o kk pie
sa m eri
. s all
m eri
.
llo ow
we e
d! d!
3. In the Remove Duplicates dialog box:

A. Depending on whether your list has headers, check or uncheck My data has headers.

B. Check those columns that contain duplicates you wish to remove.

C. Click OK.
Th Th
is is
do do
cu cu
me me
N l i a nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

Th Th
is is
do do
cu cu
me me
l i a n tb l i a n
No
4. Click OKuin
na
the b dialog
N ou
elobox that appears telling you how many values n ab t found
were
be
lon and removed, and how many
na a k n g na a k
uth k eri st
o
uth k eri gs to
values remain. ri o @ lia o riz @ l
ze y
d c ahoo na b ed yaho iana
op . a c op o . ba
ies com kker ies com kker
all i . all i.
ow ow
ed ed
Exercise 11 Removing Duplicates ! from a List !

5 to 10 minutes

In this exercise, you will practice removing the duplicates from a list.

1. Open TRemove
his Duplicates.xlsx from your Excel2019.2/Exercises Th folder.
is
do do
cu cu
me m
2. The list in
No anal
this
i n
worksheet
tb shows all sales by customer. You would l
like
i an toesee
n a list showing each customer just
u b elo N ou ab t belo
once. Usenathe a ngDuplicates command to create this list. na a n
uth Remove
kk
e s uth kkeri gs t
ori ri@y to lia ori @
y
ol
ia
ze ze
d c ahoo na b d c ahoo na b
op .co ak o pie . c o ak
ies m ke sa m ke
all ri. ri.
Exercise Solution ow llo
ed w ed
! !

1. Select any cell within the list.

2. On the Data tab, in the Data Tools group, click the Remove Duplicates command:

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
3. In the Remove Duplicates dialog we box: we
d! d!
A. Verify that My data has headers is checked.

B. Under Columns, make sure Customer is checked and Sale is not checked.

C. Click OK.

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

Th Th
is is
do do
cu cu
me me
l i a n tb l i a n
4.
No
Click OKuin
na
the b dialog
N ou
elobox that appears telling you how many values n ab t found
were
be
lon and removed, and how many
na a k n g na a k
uth k eri st
o
uth k eri gs to
values remain: ri o @ lia o riz @ l
ze y
d c ahoo na b ed yaho iana
op . a c op o . ba
ies com kker ies com kker
all i . all i.
ow ow
ed ed
2.3 Sorting Data in a List ! !

Sorting data allows you to see all related data in successive rows, which is both useful in and of itself and is
necessary if you wish to add subtotals to your data. To sort data in a list in Microsoft Excel:

1. SelectTany cell within the list you wish to sort. Th


his is
do do
2. On the Datactab,
um in the Sort & Filter group, click the Sort command:cum
e e
No liana nt be No liana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba c op o . ba
pie
sa m
o kk
eri ies com kker
llo . all i.
we ow
d! ed
!

3. In the Sort dialog box:

A. Verify that My data has headers is checked if your list has a header row and not checked if it doesn't.

B. Th
Choose what column to sort by. Th
is is
do do
cu cu
C. Choose m
what
e to sort on. The default is to sort on Values, but you m
can
e also choose to sort on Cell Color,
l
No iana n tb l
No iana nt be
FontunColor, e
ba andloCell Icon. u b a lon
k ng na
au
tho keri@ s to uth kkeri gs t
riz lia ori @ ol
ed ytoahsort ya i
D. Choose whether o na
ascending
b or descending. ze
d ho ana b
co o.c a kk c o o . co ak
pie o pie ke
sa m eri
. sa m ri.
E. You can also: l l ow l l ow
ed ed
! !
i. Add a level, meaning sort by one thing and then again by a second thing (click Add Level).
Clicking Add Level adds a second set of Column, Sort On, and Order boxes to the Sort dialog
box.

ii. Sort left to right instead of top to bottom (click on Options).

F. Th OK.
Click Th
is is
do do
cu cu
me me
N l i a nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

Th Th
is is
do do
cu cu
me me
l l
No i a na nt be No i a na nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
Exercise 12 Sorting Data in waeList we
d! d!

10 to 20 minutes

In this exercise, you will practice sorting data in a list.

1. Open Sort.xlsx from your Excel2019.2/Exercises folder.


Th Th
is is
do do
2. Sort the list bycu Town in ascending order. cu
me me
l
No ana nt be
i l
No ana nt be
i
b b
un the
3. Further sort au alist k bylonSquare
g Feet in descending order. un
au akke ngs
lo
tho keri@ s to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o b co o.c ba
pie .com akke pie o kk
sa ri. sa m eri
.
Exercise Solution llo llo
we we
d! d!

1. Select any cell in the list.

2. On the Data tab, in the Sort & Filter group, click the Sort command:

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
3. In the Sort dialog box: l l ow llo
ed we
! d!
A. Verify that My data has headers is checked.

B. Under Column, select to sort by Town.

C. Under Sort On, accept the default, which is Cell Values.

D. Under
Th Order, select A to Z to sort ascending. Th
is is
do do
cu cu
E. Click Add meLevel and then: me
N l i a nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

i. Under Column, select to sort by Square Feet.

ii. Under Sort On, accept the default, which is Cell Values.

iii. Under Order, select Largest to Smallest to sort descending.

F. Click OK.

Th Th
is is
do do
cu cu
me me
l l
No i a na nt be No i a na nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

2.4 Filtering Data in a List

T Th
Filtering datahimakes
sd it easy to look at subsets of your data. To filter data is in a list in Microsoft Excel:
oc do
um cu
e m
N l i an n t b N l i an ent b
1. Select any o u cell a in thee list. ou a e
na bakk long na bakk long
uth eri st uth e s
ori @
y
ol
i a ori ri@y to lia
2. On the Data tab, zin
ed the Sort
a ho & nFilter group, click the Filter command: zed a ho n
co o.c a bak co o.c a bak
pie o ke pie o ke
sa m ri. sa m ri.
llo llo
we we
d! d!

3. Note that
Th every heading now includes a drop-down arrow: Th
is is
do do
cu cu
me me
l
No iana n tb l
No iana nt be
un b e lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba c o o . co bakk
pie o kk pie
sa m eri
. s m eri
.
4. Click any of the drop-down larrows low to see a list of all individual items in that column.allBy ow default all are
ed ed
selected, but you can de-select all ! or any using the check boxes. Click OK to see only the! selected records:

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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Th Th
is is
do do
cu cu
me me
l l
No i a na nt be No i a na nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

5. After setting the filter in one column, you can further filter your data by setting the filter in another column.

6. To remove your filters, simply click the Filter command again:


Th Th
is is
do do
cu cu
me m
No anal i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
tho r t u tho e r st
riz i@ya o lian riz i@ya o lian
ed ho ab ed ho ab
co o co o
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!

Advanced Filtering
You can also use number filters, text filters, or color filters to filter based on specified criteria. To apply filters based
on specific criteria:

Th Th
is is
1. do are also available from the filter drop-downs, so on the
These filters do Data tab, in the Sort & Filter group, click
cu cu
me me
the Filter command:
l n l
No iana tb
e No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba c o o . co bakk
pie o kk pie
sa m eri
. s all
m eri
.
llo ow
we e
d! d!

2. Click any of the drop-down arrows and move your mouse over Number Filters, Text Filters, or Color Filters
to see the list of options available.

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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Th Th
is is
do do
cu cu
me me
l l
No i a na nt be No i a na nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

3. Select any of the options to open the Custom AutoFilter dialog box, in which you set your criteria. Then click
OK:

Th Th
is is
do do
cu cu
me me
l
No ana nt be
i l
No ana nt be
i
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

Exercise 13 Filtering Data in a List

10 to 20 minutes
Th Th
is is
In this exercise, dyou
oc will practice filtering data in a list. do
um cu
e me
l
No iana n tb l
No iana nt be
un b e lyour
on Excel2019.2/Exercises folder. un b lo
1. Open Filter.xlsxau afrom k g au akke ngs
tho keri@ s to tho ri@ to
riz ya lia riz ya lia
e h n a
d clist toooshow bonly houses in Fayetteville with 3 bathrooms. e dc h oo na ba
2. On Sheet1, filter the op .co ak o .
ies ke pie co kk
m ri. sa m eri
all l l .
3. On Sheet2, filter the list to show ow only houses costing less than $100,000. ow
ed ed
! !
4. On Sheet3, filter the list to show only houses in Jamesville that have 4 bathrooms and cost less than
$100,000.

Exercise Solution
Th Th
is is
do do
cu cu
me me
1. N l
On Sheet1,i a filter n
the
t list to show only houses in Fayetteville with
N 3 l i a
bathrooms.nt
n b n b

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12/6/2020 2. Working with Lists

A. Select any cell in the list.

B. On the Data tab, in the Sort & Filter group, click the Filter command:

Th Th
is is
do do
cu cu
me me
N l i a n t N l i a nt
C. Click n
o u theabdrop-down b elo arrow next to "Town" and de-select everything
ou n be Fayetteville, and click OK:
ab except
na a k n na a k lon
uth k e g s uth k e gs
ori ri@y to lia ori ri@y to lia
ze ze
d c ahoo na b d c ahoo na b
op .co ak op . a
ies m ke
ri. ies com kker
all all i.
ow ow
ed ed
! !

Th Th
is is
do do
cu cu
me me
l
No ana nt be
i l
No ana nt be
i
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

D. Click the drop-down arrow next to "Bathrooms" and de-select everything except 3, and click OK:

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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2. On Sheet2, filter the list to show only houses costing less than $100,000.

A. Select any cell in the list.

B. On the Data tab, in the Sort & Filter group, click the Filter command:

Th Th
is is
do do
cu cu
me me
l i a n tb l i a n
No
un
na
ba elo N ou n ab t belo
k n na a n
au
tho keri@ s to
g uth kkeri gs t
lia next to "Listing Price," move your mouse o @ o
C. riz
Click the drop-downed yahoarrow na ed ah lianaFilters, and select
riz over yNumber
o
Less Than: copi o.co bakk co o
pie .com akke
b
es m eri s ri.
all . all
ow ow
ed ed
! !

Th Th
is is
do do
cu cu
me me
l
No ana nt be
i l
No ana nt be
i
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

D. Fill in "100000" and click OK:


Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

3. On Sheet3, filter the list to show only houses in Jamesville that have 4 bathrooms and cost less than
$100,000.

A. Select any cell in the list.


Th Th
is is
do do
B. On thecData um tab, in the Sort & Filter group, click the Filter command:cu
en me
N l i a t N l i a nt
n b n b

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12/6/2020 2. Working with Lists

C. Click the drop-down arrow next to "Listing Price", move your mouse over Number Filters, and select
Th Than:
Less Th
is is
do do
cu cu
me me
l i a n tb l i a n
No
un
na
ba elo N ou n ab t belo
k n na a n
au
tho keri@ s to
g uth kkeri gs t
riz l o riz @ ol
ed yaho iana ed yaho iana
co o b co o b
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me me
l
No ana nt be
i l
No ana nt be
i
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!
D. Fill in "100000" and click OK:

Th Th
is is
do do
cu cu
me me
l
No iana n tb l
No iana nt be
un b e lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
E. Click the drop-downco o.c next
arrow ba to "Town" and de-select everything except c o o co bakkand click OK:
Jamesville,
.
pie o kk pie
sa m eri
. s all
m eri
.
llo ow
we e
d! d!

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

Th Th
is is
do do
cu cu
me me
l l
No i a na nt be No i a na nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

F. Click the drop-down arrow next to "Bathrooms" and de-select everything except 4, and click OK:

Th Th
is is
do do
cu cu
me me
l
No ana nt be
i l
No ana nt be
i
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c b co o.c ba
pie om akke pie o kk
2.5 Adding Subtotalsallto s
ow
a Listri. sa m
llo
eri
.
ed we
! d!

It is often desirable to add subtotals to your data. Fortunately, Excel can do this for you, including:

1. Adding the rows on which the subtotals will appear.

2. Adding the subtotals themselves.


Th Th
3. Bolding ithe
s d subtotals so they stand out.
oc
is
do
um cu
en me
N yourl i a t l i a nt
4. Grouping n datab to make it easy to show only the subtotalsNand totals.n b

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12/6/2020 2. Working with Lists

To add subtotals to a list in Microsoft Excel:

1. Sort your data by the item(s) for which you wish to get subtotals.

2. Select any cell in the list.

3. On the Data tab, in the Outline group, click the Subtotal command:
Th Th
is is
do do
cu cu
me me
l i a n tb l i a n
No
un
na
ba elo N ou n ab t belo
k n na a n
au
tho keri@ s to
g uth kkeri gs t
riz l o riz @ ol
ed yaho iana ed yaho iana
co o b co o b
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
4. In the Subtotal dialog box: d! d!

A. Choose what you want to acquire subtotals for in the At each change in box.

B. Choose the function you want to use in the Use function box. The most common function to use for
subtotals is Sum, but you can use Count, Average, Min, Max, and other functions.

C. Choose
Th what you want to add subtotals to. This is the column
Th in which the function (Sum, Count,
is is
do etc.) will be applied.
Average, do
cu cu
me m
N l i an n t b N l i an ent b
D. Click
o u OK. a e ou a e
na bakk long na bakk long
uth eri st uth e s
ori @
ya
ol
ian ori ri@y to lia
ze ho zed a ho n
dc
op o.c a bak co o.c a bak
ies om ke pie o ke
all ri. sa m ri.
ow llo
ed w ed
! !

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!
Grouping and Ungrouping Data in a List
Again, when you add subtotals, Excel groups your data so you can collapse and uncollapse it to show all the data,
just subtotals and totals, or just totals.

For example:
Th Th
is is
do do
cu cu
1. The following m
data
en includes subtotals and is currently set to show all me
data:
N l i a t N l i a nt
n b n b

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12/6/2020 2. Working with Lists

Th Th
is is
do do
cu cu
me me
l i a n tb l i a n
No
un
na
ba elo N ou n ab t belo
k n na a n
au
tho keri@ s to
g uth kkeri gs t
riz l o riz @ ol
ed yaho iana ed yaho iana
2. The following imagecshows ba data in the same worksheet, but set (by
o.the same o
coclicking inbathe upper left
op
ies com kker pie .co2 m kkeri
i
all and totals:. s all .
corner) to show only subtotals ow ow
ed ed
! !

Th Th
is is
do do
cu cu
me m
l
No ana i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
tho r t u tho e r st
riz i@ya o lian riz i@ya o lian
ed ho ab ed ho ab
co o co o
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!
3. And the following image again shows the same data, but set (by clicking 1 in the upper left corner) to show
only totals:

Th Th
is is
do do
cu cu
me me
l
No iana n tb l
No iana nt be
un b e lo un b lo
au akke ngs au akke ngs
tho ri t ol
@ to group t h r i @ tolist. To group data in
Adding subtotals is one
riz way data in Excel, but you can easily groupordata
ize inyany lia
ed yaho iana dc a h oo na ba
Excel: co o.c ba o . co
pie o kk pie kk
sa m eri
. sa m eri
.
llo llo
we we
1. Select the rows or columns you dwish ! to group. d!

2. On the Data tab, in the Outline group, click the Group command:

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

3. In the Group dialog box, select Rows or Columns and click OK:

Th Th
is is
do do
cu cu
me me
l i a n t l i a n
To ungroupNdata
ou inn Excel:
ab b elo N ou n ab t belo
na a n na a n
uth kkeri gs t uth kkeri gs t
ori @ ol o riz @ ol
y
ze columns ian ed yaho iana
1. Select the rows or d c ahoo you awish
ba to ungroup. co o b
op .
ies com kker pie .com akke
all i . s all ri.
2. On the Data tab, in the Outline ow group, click the Ungroup command: ow
ed ed
! !

Th Th
is i
3. In the Groupdo dialog box, select Rows or Columns and click OK:s do
cu cu
me m
No anal i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
tho r t u tho e r st
riz i@ya o lian riz i@ya o lian
ed ho ab ed ho ab
co o co o
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!

Exercise 14 Adding Subtotals to a List

Th Th
is is
10 to 20 minutesdo do
c um cu
e m
l
No iyou
In this exercise,
n
an willt bpractice adding subtotals to a list in Microsoft l ian ent b
No Excel.
un a b e lo un a b elo
au akke ngs au akke ngs
tho r t tho r t
riz i@ya o lian riz i@ya o lian
1. Open Subtotals.xlsx ed fromhoyour Excel2019.2/Exercises
a folder. ed h oo ab
co o b co
pie .com akke pie .com akke
sa ri. sa ri.
2. Add subtotals showing total llosales by customer. llo
we we
d! d!

Exercise Solution

1. In order to add subtotals showing total sales by customer, it is necessary to first sort by customer. To sort by
Th
customer: Th
is is
do do
cu cu
me me
A. Select
N l i a any cell
n t within the list. N l i a nt
n b n b

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12/6/2020 2. Working with Lists

B. On the Data tab, in the Sort & Filter group, click the Sort command:

T Th
C. Inhthe
is Sort dialog box:
do
is
do
cu cu
me me
l nthat My data has headers is checked. l
i.
N ou
i a
Verify
n ab t belo No i a na nt be
a un b lo
na
uth kkeri gs t
n au akke ngs
ii. Choose o @ o l Customer. tho ri@ to
riz to sort by riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
p kk pie kk
iii. Click OK. ies a om eri
. sa m
o eri
.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me m
l
No ana i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
tho r t u tho e r st
riz i@ya o lian riz i@ya o lian
2. On the Data tab, in ed the Outline
ho agroup, click the Subtotal command: ed ho ab
co o b co o
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!

3. In the Subtotal dialog box:


T Th
A. Inhthe
is At each change in box, select Customer. is
do do
cu cu
me me
B. l
NotheiaUse
In nt l
No iana nt be
na function box, choose Sum.
un ba belon un b lo
au kke gs au akke ngs
tho subtotal
r to box, check Sale. tho ri@ to
C. In the Add riz i@ya to li riz l
ed ho ana b ed yaho iana
co o.c ak co o.c ba
pie o ke pie o kk
D. Click OK. sa m ri. sa m eri
.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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12/6/2020 2. Working with Lists

Th Th
is is
do do
cu cu
me me
l l
No i a na nt be No i a na nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

2.6 Conclusion

In this lesson, you learned to convert data into tables, to remove duplicates from tables, to sort data in Excel, to
filter data in Excel, to use subtotals to automatically total related data, and to group and ungroup data.
Th Th
is is
do do
cu cu
me m
No ana l i n tb N l i an ent b
b elo ou a e
un
au akke ngs na bakk long
tho r t u tho e r st
riz i@ya o lian riz i@ya o lian
ed ho ab ed ho ab
co o co o
pie .com akke pie .com akke
sa ri. sa ri.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me me
l
No iana nt be l
No iana nt be
un b lo un b lo
au akke ngs au akke ngs
tho ri@ to tho ri@ to
riz l riz l
ed yaho iana ed yaho iana
co o.c ba co o.c ba
pie o kk pie o kk
sa m eri
. sa m eri
.
llo llo
we we
d! d!

Th Th
is is
do do
cu cu
me me
N lia nt N lia nt
n b n b

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