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2.3 Relocating and Removing Subtotals Position in a Compact and Outline View; Practice Exercise 8 & 9 – Intro to Excel 2016 Pivot Tables

Practice Exercise 8: Relocating and Removing Subtotals Position in a Compact View
Still use data file: RANGE TO TABLE TO PIVOT TABLE2.
NOTE: If you are using the tabular View, you cannot relocate subtotals from the bottom to the top of a section. Only the compact and outline views will allow subtotals at the top of a section. Since only the Compact and Outline format views show subtotaling at the top by default, we will focus on those 2 views.

STEP 1:Select any cell on the pivot table. Select the PivotTable Tools Design tab on the Ribbon (FIGURE 1).

Picture

                                                          
                                              FIGURE 1
STEP 2: From the Report Layout icon in the toolbar Layout group, select “Show in Compact Form” (FIGURE 2).
                                                                                      FIGURE 2
STEP 3: In the Ribbon Layout section, select the Subtotals icon on the left end of the Ribbon.  On the drop-down menu, select the choice, “ Show all Subtotals at Bottom of Group” (FIGURE 3).

You have other choices with disposition of the Subtotals as shown on the graphic to the right. Other choices include:

  • Do Not Show Subtotals
  • ​Show all Subtotals at Top of Group (default for Compact & Outline Views)

​
                                                   FIGURE 3
Pivot table below in FIGURE 4 shows data in Compact View with Subtotals at Bottom.
FIGURE 4
Note: We will not show how to select Subtotaling at the top since that is the default when you select the Compact view.
Practice Exercise 9: Relocating and Removing Subtotals Position in an Outline View
NOTE: If you are using the tabular View, you cannot relocate subtotals from the bottom to the top of a section. Only the compact and outline views will allow subtotals at the top of a section. Since only the Compact and Outline format views show subtotaling at the top by default, we will focus on those 2 views.
Still use the file, RANGE TO TABLE TO PIVOT TABLE2.
​STEP 1: Select any cell on the pivot table. Select the PivotTable Tools Design tab on the Ribbon (FIGURE 5).

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​STEP 2: In the Ribbon Layout section, select the Report Layout icon. On the drop-down menu, select the choice,   “ Show in Outline Form” (FIGURE 6).
FIGURE 5
                                                                 FIGURE 6
STEP 3: In the Ribbon Layout section, select the Subtotals icon. On the drop-down menu, select the choice, “Show all Subtotals at Bottom of Group” (FIGURE 7).
                                                               FIGURE 7
This is our pivot table in Outline Form with subtotaling shown at the bottom (FIGURE 8).
FIGURE 8
Note: We will not show how to select Subtotaling at the top since that is the default when you select the Outline view.
Now we will remove subtotals
STEP 4: In the Ribbon Layout section, select the Subtotals icon. On the drop-down menu, select the choice, “Do Not Show Subtotals” (FIGURE 9).
                                                                                                                                                                                                                FIGURE 9
STEP 2: Here is our pivot table below in Outline View with Subtotaling removed (FIGURE 10).
FIGURE 10
This is the end of this section. To continue, go to Module 2 Section 2.3.1 Add Subtotals to Specific Fields; Practice Exercise 10