Add Subtotals by Location Lesson

This lesson will show you the steps to take to add subtotals by location after you have opened the report in CSV format.


  1. Adjust column widths and delete empty columns or add header text to each column so the Subtotals function will work correctly.

    Step 1
  2. Click the upper left hand corner of the spreadsheet.


    This will highlight the entire spreadsheet.

    Step 2
  3. Double-click the the line between columns A and B.  This will expand the columns to their proper width.

    Step 3
  4. Click Row 1.

    Step 4
  5. Right-click the desired object.

    Step 5
  6. Click the Delete menu.

    Step 6
  7. Right-click the desired object.

    Step 7
  8. Click the Delete menu.

    Step 8
  9. Click the B option.

    Step 9
  10. Press the [Ctrl] key and click the D option.

    Step 10
  11. Press the [Ctrl] key and click the F option.

    Step 11
  12. Press the [Ctrl] key and click the G option.

    Step 12
  13. Press the [Ctrl] key and click the I option.

    Step 13
  14. Right-click.

    Step 14
  15. Click the Delete menu.

    Step 15
  16. Click the K option.

    Step 16
  17. Right-click the desired object.

    Step 17
  18. Click the Delete menu.

    Step 18
  19. To add automated Subtotals by location (Transaction Explanation), select a cell in the Transaction Explanation column.  


    Click the Transaction Explanation option.

    Step 19
  20. Click the Data tab.

    Step 20
  21. Click the Subtotal button.

    Step 21
  22. Click the At each change in: list.

    Step 22
  23. Click the Transaction Explanation list item.

    Step 23
  24. Click the Use function: list.

    Step 24
  25. Click the Sum list item.

    Step 25
  26. Click the Extended Cost option.

    Step 26
  27. Click the Transaction Explanation option.

    Step 27
  28. Click the OK button.

    Step 28

You have successfully completed this lesson.

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