File Name

Group_Ungroup_Outline_Practice.xlsx

Dataset

Region	Month	Sales
North	January	40000
North	February	45000
North	March	48000
North	April	52000
North	May	55000
North	June	60000
South	January	35000
South	February	42000
South	March	46000
South	April	50000
South	May	54000
South	June	58000

Tasks

Task 1 — Group Rows

Group:

• January–March
• April–June

for the North region.

Task 2 — Group South Region

Create the same quarterly groups for South.

Task 3 — Group Columns

Create:

• Q1 → January–March
• Q2 → April–June

Task 4 — Outline Levels

Create a report that allows users to view:

• Summary
• Quarterly details
• Full monthly details

Task 5 — Auto Outline

Add appropriate summary rows and test:

Data → Group → Auto Outline

Task 6 — Ungroup

Remove one of the groups and recreate it.

Final Challenge

Create a Professional Regional Sales Outline Report with:

• Regional summary
• Monthly sales
• Quarterly grouping
• Expand/Collapse controls
• Outline levels
• Clear formatting
• Grand Total

The user should be able to switch between summary view and detailed view without deleting any data.