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.

Steps:

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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