What operations must be performed before classification and aggregation?

Before classifying and aggregating, you must first perform a "sorting" operation according to the classification field to ensure that the categories based on the classification are in continuous positions without gaps between them. Sorting method: Select all data, click "Data" - "Sort"; then set the "Main Keywords", "Sort By", "Order"; and finally click "OK".

The operating environment of this article: Windows 7 system, Microsoft Office Excel 2016 version, Dell G3 computer.

Recommendation: "Excel Tutorial"

If you want to summarize certain types of data in Excel, in addition to using pivot tables, you can also use the classification and summary function.

Before classifying and summarizing the data in the Excel worksheet, you must first perform a "sort" operation according to the classification field. This can ensure that the categories based on the classification are in continuous positions without gaps between them.

Example:

1. Sorting

Select all data, click "Data"-"Sort"-Main Keywords Set to "Name" - set the sorting basis to "Cell Value" - set the order to "Ascending" - "OK". The keywords here are related to the method you want to summarize. You can choose whichever keyword you want to classify. Here you want to summarize everyone's sales, so choose "name" as the sorting keyword. As for the order, it can be "ascending" or "descending".

2. Classification and Summary

Select the sorted data and click "Data" - "Classification and Summary". There are multiple setting items on this interface. The classification field indicates which field you want to summarize. Here you should select the keyword sorted in step 1; the summary methods include sum, count, average, maximum, minimum and product. Several statistical methods; summary rules have several column headings in the table, which one you choose indicates which one you want to collect statistics for. In this example, the classification field is set to "Name", the summary method is set to "Sum", the summary rule is set to "Sales", and "Display summary results below the data" is checked.

3. In this way, the classification summary is ready. There is a row under each name that summarizes the total sales of this person. There are some grading signs on the left side of the interface. Click on the number to shrink or expand the data. For example, clicking on the number "2" will shrink all the original data and only display Aggregated results; clicking the number "1" will only show "Total" results.

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