Take the 2-minute tour ×
Super User is a question and answer site for computer enthusiasts and power users. It's 100% free, no registration required.

I'm trying to figure out how to "group by" values in an Excel spreadsheet.

Given the following example (this is an inventory sheet I use at my restaurant:)

Sample Spreadsheet

At the far right of the spreadsheet there is a column named Cost of Goods Sold.

I would like to be able to come up with a total COGS figure for each Category.

Is this possible in excel? Moreover, I'd like to do it in a separate worksheet so that the first worksheet (what is pictured) isn't affected.

Any ideas?

Thanks!

share|improve this question

9 Answers 9

up vote 34 down vote accepted

The feature you want to use is Pivot Tables. It's really easy to do exactly what you want with just a few clicks once you learn how to use that feature.

share|improve this answer
    
Omg this is too easy! –  null Apr 24 at 6:09

You can also do this with the Subtotal feature.

  1. Click the Data tab in Excel's ribbon toolbar
  2. Click the Sort button and sort by your category column
  3. Click the Subtotal button and fill in the dialog as appropriate, then click OK

For example...

At each change in: Category

Use function: Sum

Add subtotal to: Cost of Goods Sold

share|improve this answer

In Excel 2013 there will be a "grouping" option.

  1. Select your table.
  2. Go to the Data tab.
  3. Click Structure > Grouping.

See screenshot below, unfortunately, it's German - but the icons will help you to find it.

Gliederung > Gruppieren

share|improve this answer

The most trivial approach may be a Excel Sort operation followed by a Excel Subtotal operation.

It yields what you seek without changing the whole layout of your data as Pivot operation would.

Sorting

  • Click the Data tab (or press Alt-A on keyboard)
  • Click Sort (or press S on keyboard)
  • Click the drop down arrow next to "Sort by" in the main area of popup window.
  • Select "Category" since this is what you want to group by.
  • Click OK!

Subtotal

  • Click the Data tab (or press Alt-A on keyboard)
  • Click Subtotal icon (or press B on keyboard)
  • Now that your data is sorted, read and fill the Subtotal popup like you were reading natural English:
           At each change in
              Category (Click dropdown arrow and select this)
           Use function
              Sum (Click dropdown arrow and select this)
           Add subtotal to
              Cost of Good Sold (Select the columns you wanted to total for individual categories)

       Click OK!
    

  • share|improve this answer

    Another option is to use the SUMIF function, check this tutorial on SUMIF

    share|improve this answer
    3  
    Could you summarize some of the information from the tutorial in case the link goes dead? –  jonsca Oct 11 '12 at 16:48
    2  
    I see what you did there. Could you SUMMARIZE, IN CASE... –  John Gietzen Dec 31 '12 at 4:19

    I am assuming that you are looking for the total COGS for an account like grocery for instance for week 1.

    sumif is the easiest way to come up with that data. example taken from your picture:

    =sumif(d2:d?,"grocery",j2:j?)
    

    I have placed the question marks since I cannot see the whole sheet. You would select the entire column D where you have account data. D2 thru D?, Same with weekly usage column J2 thru J?.

    The formula will look in the D column for the text grocery, if it is present it will add the cells in column J that correspond with D columns that have the word grocery in it. (or whatever text you put in the formula for it to look for)

    share|improve this answer

    I do this all the time with vba. I am pretty sure I have used the same method since office 95', with minor changes made for column placement. It can be done with fewer lines if you don't define the variables. It can be done faster if you have a lot of lines to go through or more things that you need to define your group with.

    I have run into situations where a 'group' is based on 2-5 cells. This example only looks at one column, but it can be expanded easily if anyone takes the time to play with it.

    This assumes 3 columns, and you have to sort by the group_values column. Before you run the macro, select the first cell you want to compare in the group_values column.

    'group_values, some_number, empty_columnToHoldSubtotals
    '(stuff goes here)
    'cookie  1   empty
    'cookie  3   empty
    'cake    4   empty
    'hat     0   empty
    'hat     3   empty
    '...
    'stop
    
    Sub subtotal()
      ' define two strings and a subtotal counter thingy
      Dim thisOne, thatOne As String
      Dim subCount As Double
    
      ' seed the values
      thisOne = ActiveCell.Value
      thatOne = ActiveCell.Offset(1, 0)
      subCount = 0
    
      ' setup a loop that will go until it reaches a stop value
      While (ActiveCell.Value <> "stop")
    
        ' compares a cell value to the cell beneath it.
        If (thisOne = thatOne) Then
          ' if the cells are equal, the line count is added to the subcount
          subCount = subCount + ActiveCell.Offset(0, 1).Value
    
        Else
          ' if the cells are not equal, the subcount is written, and subtotal reset.
          ActiveCell.Offset(0, 2).Value = ActiveCell.Offset(0, 1).Value + subCount
          subCount = 0
    
        End If
    
        ' select the next cell down
        ActiveCell.Offset(1, 0).Select
    
        ' assign the values of the active cell and the one below it to the variables
        thisOne = ActiveCell.Value
        thatOne = ActiveCell.Offset(1, 0)
      Wend
    
    End Sub
    
    share|improve this answer

    In Excel 2013:

    -Click Data

    -Click Subtotal

    share|improve this answer

    1) Select range of data.
    2) Copy range to clipboard.
    3) Open new data base Access.
    4) Design new Table or Paste Range.
    5) Create View, SQL View.
    6) Create Query "SELECT cell, SUM(data)AS Total FROM Table GROUP BY cell".

    share|improve this answer

    Your Answer

     
    discard

    By posting your answer, you agree to the privacy policy and terms of service.

    Not the answer you're looking for? Browse other questions tagged or ask your own question.