Grouping and Ungrouping Data

Do you need your Excel workbook readers to hide or view certain rows of data as needed? Do you have detailed information in rows that you want to hide when all that detail isn't necessary?

In this step-by-step guide, I'll show you how to use row and column grouping to solve this! 👇👇👇

1. In this example, we’ll group the rows for "Fixed Costs" and "Variable Costs" under the "Total Costs" row:

2. Select the two rows you want to group, in this case, rows 3 and 4:

3. Click on Data > Group:

4. You’ll see that some new buttons have appeared on the left. To group the rows, click the "-" button or the button with the number 1:

5. Done! You’ll see that your data is now grouped under "Total Costs":

6. To expand the rows and view all the data again, click the "+" button or the button with the number 2.

Use this feature to group rows when dealing with large amounts of information that you don’t need to see all the time.

This functionality is especially useful for presenting reports with general or summarized figures while allowing the workbook reader to view more details by clicking the "+" button if needed.

Try it for grouping columns as well!

Learn how to group data in a pivot table and much more in the "Excel for Work" course on Udemy!