SUBTOTAL Function: Calculates the total value of a filtered list in Excel

The sum function when filtering data is very important for Microsoft Excel users . This article will summarize for you how to filter and calculate sum in Excel using Subtotal.

SUBTOTAL Function: Calculates the total value of a filtered list in Excel

While knowing how to sum a single spreadsheet column is useful, you may want to know the sum of different groups. The subtotal function in Excel is a handy way to calculate smaller amounts, separate from the final total. It's relatively easy to use in a spreadsheet, and it allows you to organize your data.

The subtotal function in Excel is a formula that calculates a range of values ​​based on a specified operation. It appears as =SUBTOTAL(function_num, ref1, [ref2],...), where function_num refers to the operation you want the formula to perform. ref1, [ref2],... are the values ​​you want Excel to include in the calculation. One of the most common uses for the subtotal function is to sum a column, but it can also perform the following operations:

  • Medium
  • Count
  • Count all
  • Maximum value
  • Minimum value
  • Multiplication
  • Standard deviation of the population
  • Sample standard deviation
  • Variance of the population
  • Sample variance

The tutorial is done on Excel 2019, however you can still apply this calculation on other Excel versions such as Excel 2007, Excel 2010, Excel 2013, Excel 2016, because the tutorial uses the Excel Subtotal function.

Calculate the total value of a filtered list using the Subtotal function in Excel

Suppose we have a data table like the following, with filters already created.

STT Product Type Product Name Quantity Unit price Total amount
1 Book Math exercises grade 3 2 10000 20000
2 Pencil case TL fabric pencil box 2 30000 60000
3 Pencil TL paragraph pencil 5 15000 75000
4 Book Math Grade 3 3 18000 54000
5 Book English Grade 3 3 19000 57000

SUBTOTAL Function: Calculates the total value of a filtered list in Excel

After filtering out the list of products belonging to the book category, we have the following spreadsheet:

SUBTOTAL Function: Calculates the total value of a filtered list in Excel

The requirement is to calculate the total price of books. If you use the SUM() function on the filtered data table above, the result you get will not be the total price of books but the total price of all products.

In this case, we use the SUBTOTAL function as follows, in cell E13, you enter:

=SUBTOTAL(9,H7:H11)

In which, 9 is the argument value corresponding to the function to be used, here we want to calculate the sum, so the function to use is SUM, you can see in the table below, H7:H11 is the range to calculate the sum.

The result returned the total cost of books is 131,000.

SUBTOTAL Function: Calculates the total value of a filtered list in Excel

About the SUBTOTAL() function

The SUBTOTAL() function will look at the entire list of values ​​in column D and calculate only those values ​​that satisfy the filter. You can look at the image above and guess that this is because we declared argument 9. However, this argument tells Excel that we want to calculate the SUM of the referenced values. The following table lists the accepted arguments:

Including hidden values Ignore hidden values Jaw
1 101 AVERAGE()
2 102 COUNT()
3 103 COUNTA()
4 104 MAX()
5 105 MIN()
6 106 PRODUCT()
7 107 STDEV()
8 108 STDEVP()
9 109 SUM()
10 110 VAR()
11 111 VARP()

After looking at the table above, you may be wondering what the difference is between 9 and 109. When we use the argument 9, the SUBTOTAL() function will calculate the sum of all hidden values. When we use the argument 109, the SUBTOTAL() function will ignore hidden values. We need to clearly distinguish between hidden values ​​and values ​​that are excluded because they do not satisfy the filter . Hiding a row can be done by right-clicking on the row order and then selecting Hide . This is completely different from rows that are not displayed because they do not satisfy the filter.

The SUBTOTAL() function is also used to perform many other useful tasks. You can refer to the tutorial on the SUBTOTAL function of Quantrimang.com.

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