Excel - Grouping Rows

Question

Hi,

Not sure if I've used the correct words in the 'Subject' line.

I've got a long list of purchase orders (POs) and invoices and I want to 'group' the invoices to each PO to shrink the large amount of data to make it easier to view.

I'm wanting to add additional rows under each PO as we receive a new invoice.  I'd want the invoice totals to sum up to the PO row.  I've seen an Excel thing before with '+' and '-' symbols down the left hand side.  Can this method be used to achieve what I want?

I hope this makes sense.  I've attached a very simple version of the spreadsheet to hopefully help.

Any help or advice would be great.

Answer 1

I believe you are referring to the 'Subtotal' feature of Excel.

For that the current data layout will need some changes to be made.

Right now you have not filled the data for all the fields - so plf fill the data for all the fields.

For example - Order No. is not filled in every row - Similarly, Vendor, Description, etc are no completely filled.

The second step is to sort the data.

Have a look at the following sites - you should be able to solve your problem..

https://www.youtube.com/watch?v=WLXiFboAmME

http://www.dummies.com/software/microsoft-office/excel/how-to-subtotal-data-in-excel-2013/

https://support.office.com/en-us/article/Insert-subtotals-in-a-list-of-data-in-a-worksheet-7881d256-b4fa-4f81-b71e-b0a3d4a52b3a?ui=en-US&rs=en-US&ad=US&fromAR=1

Hope this Helps.