Categorize Sum Document For Free

How to Sum Values by Category in Excel Step 1: Enter the Data. First, enter the data values into Excel: ... Step 2: Find the Unique Categories. Next, we need to use the =UNIQUE() function to produce a list of unique values in a certain range. ... Step 3: Find the Sum by Category.

Creating Categories in Excel Step 1: Open Excel and Create a New Workbook. ... Step 2: Enter Your Data. ... Step 3: Select the Data Range. ... Step 4: Create a Table. ... Step 5: Add Category Labels. ... Step 6: Filter and Sort Data by Categories. ... Step 7: Modify and Update Categories. ... Step 8: Remove Categories.

Just organize your data in table (Ctrl + T) or filter the data the way you want by clicking the Filter button. After that, select the cell immediately below the column you want to total, and click the AutoSum button on the ribbon. A SUBTOTAL formula will be inserted, summing only the visible cells in the column.

Summing the values in a range based on a specific category: If you have a sheet with a list of all your expenses and the category of each expense, you could use the SUMIF function to quickly sum all expenses that fall under a specific category.

You can use either if or vlookup to sort your values into categories. You'll get the same result either way. If tends to work best when you've only got a couple of categories.

Formula to Sum Values by Group Enter SUMIF in a cell. Refer to the range (B2:B13) where you have the names of groups. Specify the Group name or refer to the cell where you have the group to name. Refer to the range (C2:C13) to sum values. Close the function and hit enter to get the result.

To group rows or columns: Select the rows or columns you want to group. In this example, we'll select columns B, C, and D. Select the Data tab on the Ribbon, then click the Group command. The selected rows or columns will be grouped.