Firm Library - Working with Subtotals in Tables
What do you want to do?
Adding Subtotals
In content that you have added for a financial statement area, you can add new subtotals to a table.
Procedure
- In the Firm Library document for the financial statement area, click in the section of the table in which the subtotal is to be added.
- From the Table Tools tab, in the Operations group, select Subtotals |Add Subtotal.
-
In the Select dialog, select the rows to be included in the subtotal. The selected rows must be consecutive.
Note: If you select rows that are not consecutive, you will be asked whether you want to include all rows in between the selected rows.
- Select the Create collapsible section option to insert a title row above the selected rows with a +/- sign. The - sign collapses the section and hides the selected rows. Only the subtotal displays with the title row description. The + sign expands the section and displays all of the lines of the section.
- Clear Apply title and subtotal styles if you do not want to use the default title and subtotal styles.
- Click OK. The subtotal is created.
- In the description field, type a description for the subtotal.
Results
The subtotal is added to the table.
Note: To quickly insert a subtotal, you can also highlight multiple rows in a table, click , and select whether you want a collapsible section or not.
Deleting Subtotals
You can delete a subtotal that you have created.
Procedure
- In the Firm Library document for the financial statement area, select the subtotals to be deleted.
- From the Table Tools tab, in the Operations group, click Subtotal then Delete.
- In the dialog that asks you to confirm that you want to delete the subtotal, click Yes.
Results
The subtotal is deleted.
Note: Deleting all rows that make up a subtotal also deletes the subtotal, and where applicable, the collapsible section.
Subtracting Subtotals from a Total
You can specify that a subtotal is to be subtracted from a total instead of added to it.
Procedure
To subtract subtotals from a total:
-
In the Firm Library document for the financial statement area, click in the table in which subtotals are to be subtracted.
- From the Table Tools tab, select Subtotals | Subtract...| by rows.
-
In the Select Lines dialog, select the subtotals that are to be subtracted from the total.
- Click OK. The subtotals are subtracted from the total.
To undo subtraction of subtotals from a total:
-
In the Firm Library document for the financial statement area, click in the table in which subtotals are being subtracted.
- From the Table Tools tab, select Subtotals | Subtract...| by subtotal..
-
In the Select Lines dialog, select the subtotals that are not to be subtracted from the total.
- Click OK. The subtotals are not subtracted from the total.
Results
Subtotals can be specified to either add to or subtract from a subtotal, depending on the option selected above.
Sorting a subtotal group
If you have created a subtotal in a financial statement area, you can sort the lines that are contained in the subtotal.
Procedure
- In the Firm Library document for the financial statement area, click the subtotal whose rows are to be sorted.
- From the Table Tools tab, in the Operations group, click Sort then Sort Subtotal Groups.
-
In the Manual Section Sort dialog, in the Section # column, select a row to be sorted.
- Click Move up to move the selected row up, or click Move down to move it down.
- Repeat Steps 3 and 4 for the other rows in the group that need to be sorted.
- Click OK.
Results
The rows in the subtotal are sorted.