Ravindra BagaleCourses & study guides

6. Tables, Sorting and Filtering

6.9 Group and Outline

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Steps in Excel

  1. Select rows (or columns) to collapse, e.g. the daily columns Jan–Mar under "Q1".
  2. Data › Outline › Group › Group… (Shift + Alt + →) › Rows or Columns.
  3. Click – to collapse and + to expand; the level numbers (1, 2) collapse all.
  4. Ungroup: Shift + Alt + ←. Auto Outline (Data › Outline › Group ▾ › Auto Outline) creates groups from SUM formulas automatically.
  5. Settings: the ↘ launcher in Data › Outline controls whether summary rows are below or above details.

Worked example. In a monthly P&L-style sheet for the Wakad store, Shahrukh groups the 12 month columns into four quarters so the manager sees only Q1–Q4 totals, expanding a quarter when needed.

Ravindra Bagale's Tip

Khup students rows Hide kartat aani mag report ghenara manager te lapvlele data shodhu shakat nahi kiwa chukun copy karto. Group vapra – + / – button spasht distat. Ani group kelele rows filter/copy kartana Alt + ; lakshat theva.

Practice task

Group daily sales columns into weeks and months. Collapse to month level and print (or save as PDF) only the summary.

Thodkyaat sangaycha tar (quick recap)

Data milala ki pahila Ctrl + T aani Table la nav; structured references vachayla sope; Total Row filter pramane badalto; sort kartana poora data ekatra; AutoFilter jhatpat, Advanced Filter AND/OR sathi; filtered totals sathi SUBTOTAL, errors sathi AGGREGATE; Subtotal command aadhi sort; lapvaycha asel tar Hide nako, Group. Aata pudhe jaauya – PivotTables!