Learning to sum only filtered cells in Excel is essential for users who need to analyze subsets of data efficiently. This skill is crucial when dealing with large datasets where you only require the total of visible cells after applying filters.
While Excel requires complex functions and manual steps for filtered sums, there's a simpler solution available. In this guide, we'll show you the Excel method and introduce Sourcetable, an AI-powered spreadsheet that lets you perform any analysis by simply chatting with an AI assistant - try it now at https://app.sourcetable.com/.
To sum filtered cells in Excel, utilize the SUBTOTAL function, which calculates the sum of visible cells only. The function is designed to ignore any row that is not displayed because of a filter. Use the formula =SUBTOTAL(109, reference)
, where 109
is the function number for summing and reference
is the range of cells you wish to sum. SUBTOTAL also has the capability to disregard manually hidden rows.
For a more advanced approach, employ the AGGREGATE function. This function is an enhanced version of SUBTOTAL, providing additional flexibility in ignoring hidden rows, errors, or both. AGGREGATE offers 19 different calculations, including sum. Its syntax varies depending on the chosen calculation and options but for summing use =AGGREGATE(9, options, range)
, where 9
corresponds to the sum function. The options
parameter allows you to specify what to ignore during the calculation.
When summing filtered data, ensure your formulas reference the correct cells and that you use the appropriate function number for summing. For SUBTOTAL, it is 109
, and for AGGREGATE, it is 9
. Always verify the range of cells included in your reference to avoid errors in your sum.
Regional Sales Analysis |
Easily analyze sales performance by summing data from specific regions while excluding others. This allows sales managers to quickly evaluate regional performance and make data-driven decisions about resource allocation and strategy. |
Departmental Labor Cost Tracking |
Track labor costs by calculating total hours worked within specific departments. This enables HR and management to monitor departmental workload and budget allocation effectively. |
Promotional Period Performance Evaluation |
Measure the success of promotional campaigns by summing customer orders during specific date ranges. This helps marketing teams assess campaign effectiveness and plan future promotions based on historical performance. |
Product-Specific Sales Analysis |
Monitor individual product performance by calculating units sold for specific items. Product managers can use this information to track inventory needs and identify top-performing products. |
Project Expense Management |
Track project-specific expenses by filtering and summing relevant costs while excluding unrelated expenses. This enables project managers to maintain accurate budget oversight and ensure projects stay within financial constraints. |
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Use the SUBTOTAL function with function_num 109 to sum only visible cells in a filtered list. The regular SUM function will add both visible and hidden cells.
Both function numbers are for summing, but 9 includes manually hidden rows while 109 excludes manually hidden rows in the calculation.
Yes, Excel's AutoSum feature automatically inserts a SUBTOTAL formula when working with filtered data, which will sum only visible cells.
Yes, you can use the AGGREGATE function, which provides more options for calculations and ignoring things than SUBTOTAL.
Summing filtered cells in Excel requires understanding SUBTOTAL, AGGREGATE, or array formulas. These methods provide accurate results but can be complex for new users.
Modern spreadsheet tools eliminate this complexity. Sourcetable's AI chatbot instantly answers questions about filtering and summing, without requiring formula knowledge.
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