Get a Handle on Your Data with Microsoft Excel Subtotals

With all that Microsoft Excel has to offer legal professionals, it can be overwhelming and intimidating to even get started. A few simple steps, though, will make quick calculations easy and increase your team’s productivity.

Check out this quick video tip about how Excel’s SUMIF functions allow you to get a handle on your data from the Affinity Insight live training sessions on the Excel Function Series.

2021.02 Excel Subtotals

 

Excel's SUMIF function allows you to quickly calculate subtotals. Start by clicking in the cell where you want to the subtotal. Then, click on the Math & Trig dropdown on the Formulas ribbon. Select SUMIF.

For the range, enter the range of cells you want to evaluate. For the criteria, enter what the cells in the range must be equal to in order to be included in the subtotal. Finally, for the sum range, enter the range of cells to be totaled.

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Danielle DavisRoe

Written by Danielle DavisRoe

Danielle’s many responsibilities at Affinity include training, CLE/speaking, writing, management consulting, and document automation. Prior to joining the Affinity family, Danielle practiced family law. She discovered, however, that she enjoyed making efficient use of technology more than practicing law, making her a perfect fit for consulting. Danielle describes her superpower as “herding cats,” and her favorite parts of her job are making others’ jobs and lives easier.

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