2018-01-29

EXCEL EXCEL - Subtotal vs. Pivot Tables


To certain degree, I agree that Pivot Table is more flexible than Subtotal function in Excel. I can group by dates, apply formulas, use slicers for filtering, create impressive charts and make the dashboard.

Subtotal function summaries data with different criteria, such as Date. To do so, I used to sort on the Date first, and then the subtotal will present a desired result.

It depends on the request. I prefer to set up a pivot table in the workbook for testing. Such as a daily report regarding to overnight data updated. Then if raw data changes, by hitting on the refresh button, I can refresh the analysis part. This makes daily data reporting more efficient.

I also use Subtotal for a request to run quick analysis base on one criterion. It's quick and easy to get done.


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