How to summarize your sales data by staff member

If you have a list of sales data that you want to analyze by staff member here’s how to make it easy.  This may be a list of sales data you have downloaded from another system or could be a list that has been created in Excel and added to. 

Note: If this isn’t downloaded data, before you start, make sure you create a duplicate of the data just in case you need it.  Do this by copying the worksheet or creating a duplicate of the file.

First, Open Microsoft Excel 365.

Step 1 – Before you start, make sure your sales data is “clean”.  This simply means your list of sales data has, no blank rows or columns, if there are any in the list, remove them before you start.

Step 2 – Sort your data alphabetically by staff member

Step 3 – With your mouse pointer in the staff member column, click the Data tab and choose Subtotal, located towards the end of the data ribbon in the Outline Grouping.

Step 4 – Make sure the At each change in: option displays the heading related to staff members, set the Use function to Sum, and in Add Subtotal to choose the total containing the sales data.

Step 5 – Click OK.

You’ve now created a summary of your sales data by staff member.

Clicking the number 1 in the left pane will show you a grand total of the data, click number 2 to show you subtotals by each staff member and click 3 to show you all the data.

Prefer to SEE how to do this?

Check out this video I made

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