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Excel Subtotal By ID And Name 2381

Kara asks: Do you have a trick for the subtotal function?
In a “subtotal by” task where I use three fields (ID / Name / Amount) to get the total amount, Excel makes me choose between ID or Name for “at each change in” but I’d like to retain both so I currently perform data gymnastics to concatenate the ID and Name fields…..and then after using the function, I perform more gymnastics after selecting level 2, “go to special” / visible cells only on the subtotals, paste to another sheet, and then split the ID and name back out with the subtotaled amount. This is way too many steps!!

I have two solutions in today’s video:
1) Subtotal by ID and use Select Visible Cells to pull the Name down into the subtotal row
2) Use Excel Power Query to group by ID and Name.

Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.