Subtotal vs Pivot table - or best way

[klafert]

Below is sample data. What I am trying to do is that I have the Headings on
1 row and different columns. Second row has the detailed data in the rows
and columns below, (as normal). I have the spread sheet sorted bye
Customer ID and Item Description.

The third row is the subtotal row. I only need the data on the Subtotal
Row. However, I need on that same Line the second line data for the
headings. When I use the subtotal command - it only shows on the subtotal
line the total for the Quantity and Item description. Because I told it to
subtotal those fields when the Item description changes. I am getting the
correct total, but don’t need the details. But don't want to have to retype
the customer ID Sales and other headings on the subtotal line. If this is
not to confusing. I was looking at Pivot table and kind of understood but
little confuse on the process. Of course whatever way is better.



CustomerID Quantity ItemDescription Sales
Customer_Bill_Name


ACADEMY 1 Buck Snort Assortment C 65.52 Academy -
Houston


1 Buck Snort Assortment C Total 65.52

 

[Dave Peterson]

I think that if you spend a little more time with pivottables, you'll be happier
with a pivottable.

(Give it an hour and you'll be an expert!)

If you want to read more about the pivottable stuff, you may want to look at
some links:

Debra Dalgleish's pictures at Jon Peltier's site:
http://peltiertech.com/Excel/Pivots/pivottables.htm
And Debra's own site:
http://www.contextures.com/xlPivot01.html

John Walkenbach also has some at:
http://j-walk.com/ss/excel/files/general.htm
(look for Tony Gwynn's Hit Database)

Chip Pearson keeps Harald Staff's notes at:
http://www.cpearson.com/excel/pivots.htm

MS has some at (xl2000 and xl2002):
http://office.microsoft.com/downloads/2000/XCrtPiv.aspx
http://office.microsoft.com/assistance/2002/articles/xlconPT101.aspx

 

[klafert]

Thanks so much, love the site you refer me to. Also, I was worried about the
data for when I save it in .csv format, because I have to import this data.
But I did a test save in that format and think it will be fine.