Review Custom List Sorting, Subtotals, and Consolidation in Excel

This video reviews 4 Excel topics. Creating a Custom List and then sorting according to the Custom List; Creating Subtotals and also Consolidating Data according to Category.

These topics are consistently the most viewed on my website.

Here are the steps to follow in this Excel Video Lesson:

  1. Enter the values for your Custom List in either a column or row. Select the list and then Spell Check it (F7 key is the shortcut.)
  2. With the list still selected, go to Tools, Options, Custom List Tab, Import, OK.
  3. To sort data using the Custom List, be sure to click Options and then select the custom list from the drop-down in “First key sort order.”
  4. Sort your list prior to creating Subtotals. Data, Subtotals and then make selections in the dialog box.
  5. Consolidate Data by Category: First, select the top cell where your Consolidation Report will appear. Then select Data, Consolidation. Select the Reference Range to be consolidated. When consolidating “By Category,” be sure to select your Top Row (Labels) as well as the data. Click Add.
  6. Be sure to check the “Use labels in:” Top Row and Left Column boxes. Click OK.

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