Group

Grouping allows rows or columns to be collapsed and expanded.

Example

A yearly report contains:

Q1

  • January
  • February
  • March

Q2

  • April
  • May
  • June

The monthly rows can be grouped so users can hide or display details.

Ungroup

Ungroup removes an existing group.

Auto Outline

When worksheet structure and formulas are suitable, Excel can create an outline automatically.

This provides different levels of detail in a worksheet.

Subtotal

Subtotal automatically inserts summary calculations into sorted data.

Example

Department

Employee

Sales

HR

Neha

45000

HR

Priya

55000

Sales

Amit

50000

Sales

Rahul

70000

First sort by Department.

Then:

Data → Subtotal

Settings:

At each change in: Department
Use function: SUM
Add subtotal to: Sales

Result conceptually becomes:

HR Total = ₹100,000

Sales Total = ₹120,000

Practice

Create a department sales report and practice:

  • Group
  • Ungroup
  • Outline
  • Subtotal
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