Totaling payroll taxes with Excel lists

Creating spreadsheets with subtotals is nothing new — you can probably whip one up in no time. What gets complicated, however, is when you need to filter and subtotal your data in more than one way; for example, when you need to extract payroll report data from a payroll register.

You can get more options for working with your data by using the List command in Microsoft Office Excel 2003 to turn it into an Excel list. Think of an Excel list as a smarter spreadsheet with some of the benefits of a database — without the hassles of database setup, queries, reports, and tables. You can get fast custom totals by using the criteria you specify, and then display only the details you need — all with just a few clicks. And you can change an Excel list back into an ordinary worksheet at any time.

When you see what Excel lists can do for your when you are calculating payroll taxes, you'll want to use them with other orderly rows of data, such as client lists, property tax records, and revenue tallies.

The links below give you a quick visual tour of how Excel lists work on financial spreadsheets, and step-by-step information for applying the List command to a financial spreadsheet yourself.

Applies to:
Excel 2003