Earlier we have seen several methods to deal with a large scale of data. In addition to this, the Group in Excel can group data at different levels. Grouping also helps you to organize your data in a better way. It helps you to create a more compact version of your large scale data.
In this section, we will discuss the method of grouping the data in columns or rows. We will also discuss the method of auto outline and nested grouping of the data.
Steps to Group in Excel 2016:
Step 1: First of all, analyse the data that you want to group. Like in the image below, I can group the sales done on Monday, Wednesday & Friday as it will easy for me to study the sales done by each staff in the entire week.
Select the columns that you want to group from the column header.
Step 2: In the Data tab under the Outline group, click on the Group drop-down button.
Among the options click on Group.
You can observe a scale above the column header which has a minus button.
If you click on the minus button the grouped columns will collapse and now, you will now observe a plus button in column header using which you can again expand the collapsed column.
If you are not selecting the data to be grouped either from the column header or row header. You are just selecting a few adjacent cells to the group.
Then a click on Group button will display a Group window, where it asks whether you want to group the data in Rows or Columns. Select the option of your choice and click OK.
Step1: In order to group rows, select the rows from the rows header.
Step 2: In the Data tab under the Outline group, click on the Group button.
You will observe a scale in the row header where you have a minus button using which you can collapse the grouped rows.
If you want to expand the collapsed row use the plus button on the scale.
Step 1: To ungroup the data, first select the data that is to be ungrouped.
Step 2: Again in the Data tab under the Outline group you have an Ungroup button. Click Ungroup to ungroup the grouped data.
The fastest way of grouping the data in the worksheet is outlining. If you want to group data at a single level, you can surely use an Auto Outline.
Step 1: Select the cell from the data range which you want to group. Now, click on Auto Outline from the Group button in the Outline group of Data tab.
You can see the entire data in the sheet (rows and columns) will get grouped automatically.
Note: Auto Outline do not group data with multiple levels i.e. nested grouping is not possible using Auto Outline. You have to do it manually using the Group tool.
In the image below, you can observe that the data is grouped at two-level. At first level grouping allows us to study total sales of Fulltime staff in the week 1 & total sales of part-time staff in Week 1.
The second level grouping will allow us to study the total sales by done by the Full-time staff and part-time staff in week 1.
So, this was all about grouping and ungrouping the data in Excel. We have also discussed the method of nested grouping. Grouping in all makes the data compact for better understanding.