Or you could try modifying the formula in this article to subtotal by Name instead of invoice number. But that just needs a right click on the Pivot If in the pivot are willing to see only the name amount subtotals, without the unique invoice info (I find it tends to clutter the view) you can instantly define the PivotTable to look like this:Īs you add invoice data, you have to 'refresh' the pivot to update it. use a style that highlights the group name.show the group total at the top (instead of default bottom).When I filter using slicer to select google only, I can now see their subtotal:Īnother option is to use a pivot table to summarize your inputs using a PivotTable Finally, you can use the automatic Total row feature in combination with a 'Slicer' to select specific names If you wish, you can then sort by one or more columns. This will allow you to enter data at random. I can think of a couple of options, neither exactly what you want, but close.įirst is define your input as an Excel Table. I apologise if this does not make sense but this is the best way that i could explain it. I have looked everywhere to try and find a tutorial or video but i have had no luck whatsoever so i would really appreciate any help. Further to this i also want a subtotal or summary for each of the different groups).įor example if i did a data entr for google (which i would pick from a list) It would be added in just above the google total and the total amount at google would automatically update. However I also want the form to output the data so that the data is grouped by the name (I prefer the data to come out grouped I want to create a data entry form which will allow me to select from a list of names and then i can fill in the rest of the data. Name Invoice date Invoice number Due date Amount' Each day i process incoming invoices and i fill out a spreadsheet with details from the invoice for internal records.

Excel data entry form download