Chessie111

Q: Is Numbers not able to subtotal spreadsheets?

Is Numbers not able to subtotal spreadsheets? I used this feature all the time in Excel.  Can't find it here.

MacBook Air (13-inch, Early 2014), OS X Yosemite (10.10.2)

Posted on Feb 6, 2015 3:17 PM

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Q: Is Numbers not able to subtotal spreadsheets?

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  • Helpful answers

  • by t quinn,

    t quinn t quinn Feb 6, 2015 5:08 PM in response to Chessie111
    Level 5 (4,960 points)
    Mac OS X
    Feb 6, 2015 5:08 PM in response to Chessie111

    Hi Chessie,

     

    Sure you can. I don't quite know how you are trying to do it. a screenshot might help.

    If you select the cells you wnat to total, you can drag the SUM marker from the bottom of the window to whereever you want it.

     

    quinn

  • by Badunit,

    Badunit Badunit Feb 6, 2015 5:18 PM in response to Chessie111
    Level 6 (11,705 points)
    iTunes
    Feb 6, 2015 5:18 PM in response to Chessie111

    There is no SUBTOTAL function. Numbers '09 had a feature called Categories that could be used similarly but Numbers 3 doesn't have it.

     

    But maybe you are referring to something different?

  • by Chessie111,

    Chessie111 Chessie111 Feb 6, 2015 5:38 PM in response to Chessie111
    Level 1 (8 points)
    Desktops
    Feb 6, 2015 5:38 PM in response to Chessie111

    The function in Excel would start with a table of data and you could ask it to subtotal the data in all rows of one column, for every change in another column.  For example, if you have a table of credit card charges, each with an associated date (column A), payee (column B), and amount (column C).  You could SORT the table by payee, and then use the subtotal to show how much total was spent for each payee.  The program would create a new row to show the subtotals below each unique payee, and show the overall total at the bottom.  Make sense?

  • by SGIII,Helpful

    SGIII SGIII Feb 6, 2015 11:18 PM in response to Chessie111
    Level 6 (10,622 points)
    Mac OS X
    Feb 6, 2015 11:18 PM in response to Chessie111

    Numbers 3 does not have the equivalent of Excel subtotals or Pivot Tables. However, you can quite easily create separate tables using SUMIF, SUMIFS, COUNTIF, and COUNTIFS that summarize your data, and use these tables create charts.  See the Personal Budget template ( File> New) for an example.

     

    SG

  • by Yellowbox,Helpful

    Yellowbox Yellowbox Feb 6, 2015 11:54 PM in response to Chessie111
    Level 6 (10,430 points)
    Mac OS X
    Feb 6, 2015 11:54 PM in response to Chessie111

    Hi Chess,

     

    Categories have gone in Numbers 3.

    Payment table with a Header Row and a Footer Row

    Screen Shot 2015-02-07 at 6.45.21 pm.png

    Formula in Footer Cell C9

    =SUM(C)

     

    Another table using the SUMIF function for subtotals for each payee

    Screen Shot 2015-02-07 at 6.49.43 pm.png

    Formula in B2 (and Fill Down)

    =SUMIF(Payments::B,A2,Payments::C)

     

    Checksum in Footer Cell B6

    =SUM(B)

     

    You can sort the Payments table by any column and the Sub Totals table will still work.

     

    Regards,

    Ian.

  • by Yellowbox,

    Yellowbox Yellowbox Feb 7, 2015 7:03 AM in response to SGIII
    Level 6 (10,430 points)
    Mac OS X
    Feb 7, 2015 7:03 AM in response to SGIII

    Hi SG,

    As usual, great minds think alike, (within 36 minutes, even though we are half a world apart ).

     

    Hi Chessie (the auto checker got it right this time) thanks for the gold star.

     

    Regards,

    Ian.

  • by SGIII,

    SGIII SGIII Feb 7, 2015 7:35 AM in response to Yellowbox
    Level 6 (10,622 points)
    Mac OS X
    Feb 7, 2015 7:35 AM in response to Yellowbox

    Hi Ian,


    I would/should have written:

     

    See the Personal Budget template ( File> New) and, even better, Ian's excellent illustration, for an example.

     

    Your use of Footer Rows with a SUM in each table is a great idea. If the sums match, all is well.  If they don't, then check to see if a Payee is duplicated, or missing, or misspelled, etc.


    SG

  • by Yellowbox,

    Yellowbox Yellowbox Feb 7, 2015 7:42 AM in response to SGIII
    Level 6 (10,430 points)
    Mac OS X
    Feb 7, 2015 7:42 AM in response to SGIII

    Hi SG,

     

    I stole that SUMIF method from you .

    Re: Group Rows into Categories gone in new Numbers

     

    Regards,

    Ian.

  • by MusicbyTeo,

    MusicbyTeo MusicbyTeo Nov 13, 2015 3:24 PM in response to Yellowbox
    Level 1 (0 points)
    Nov 13, 2015 3:24 PM in response to Yellowbox

    One of the most important (and simple) uses for the Subtotal function in Excel is to be able to sum a list of numbers which include base numbers and SUM calculations - the Subtotal function enables you to sum the entire list without including the other totals.

     

    In the example below, in Excel you would use the Subtotal function for each of the Total rows, then the overall Expenses total at the bottom would Subtotal the full list and provide only the total of the Item values, not the previously calculated totals, using the following function.

     

    =SUBTOTAL(9,B3:B16)

     

    EXPENSES

    $'000

    Category A151

     

    Item A

    15

    Item B

    6

    TOTAL

    21

    Category A157

     

    Item C

    2

    Item D

    5

    Item E

    3

    Item F

    5

    TOTAL

    15

    Category B371

     

    Item R

    7

    Item S

    3

    Item T

    9

    TOTAL

    19

    EXPENSES TOTAL

    55

     

    How on earth do you achieve the same in Numbers?  At the moment I'm so frustrated with my new MacBookPro and with Apple Support who don't have anyone who can tell you anything about their software products that I'm thinking I'll sell it and go buy a Windows laptop!  I hate the dumbed down versions of Windows out there, but trying to use software that doesn't even do basic functions is even worse.

  • by Badunit,

    Badunit Badunit Nov 13, 2015 5:02 PM in response to MusicbyTeo
    Level 6 (11,705 points)
    iTunes
    Nov 13, 2015 5:02 PM in response to MusicbyTeo

    One possible solution is shown below. Column C shows the formulas that are in column B. The final sum could have used "Total" as the condition vs "<>Total" except it would only sum the values that are included in a subtotal. In your table they amount to the same thing but in other tables you might have values that are not subtotaled.

     

    Screen Shot 2015-11-13 at 7.58.31 PM.png

  • by Yellowbox,

    Yellowbox Yellowbox Nov 13, 2015 9:09 PM in response to MusicbyTeo
    Level 6 (10,430 points)
    Mac OS X
    Nov 13, 2015 9:09 PM in response to MusicbyTeo

    Hi MusicbyTeo,

     

    This User Tip may help:

    Stack tables to simulate an Excel sheet

     

    Regards,

    Ian.