How to Group Data in Excel: 14 Steps

Table of contents:

How to Group Data in Excel: 14 Steps
How to Group Data in Excel: 14 Steps
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This article explains how to group a section of data in Excel, so that you can hide it in your document. This can be useful if you have a large file with a lot of data. You can group and hide data in Excel with both the Windows and Mac versions of the program.

Steps

Part 1 of 2: Using the Automated Procedure

Group and Outline Excel Data Step 1
Group and Outline Excel Data Step 1

Step 1. Open the Excel document

To do this, double click on it.

Group and Outline Excel Data Step 2
Group and Outline Excel Data Step 2

Step 2. Click the Data tab

It is located on the left side of the green bar that occupies the top of the Excel window. Press it and a toolbar will open below the bar.

Group and Outline Excel Data Step 3
Group and Outline Excel Data Step 3

Step 3. Click the bottom of the Group button

You will find the button on the far right of the section Data. Press it and a menu will appear.

Step 4. Click Auto Structure

It is one of the items on the menu Group.

If a window opens that says "Cannot create structure", the data does not contain a formula compatible with the automatic structure. You will have to resort to manual operation

Group and Outline Excel Data Step 5
Group and Outline Excel Data Step 5

Step 5. Minimize your data

Click the button [-] at the top or left side of the Excel sheet to hide the grouped data. In many cases, this will only display the last row of data.

Group and Outline Excel Data Step 6
Group and Outline Excel Data Step 6

Step 6. If necessary, delete the grouping

Click Separate to the right of the button Group, then click Delete structure … in the menu that appears. With this command you will separate and make visible again the data that you had previously minimized or grouped.

Part 2 of 2: Using the Manual Procedure

Group and Outline Excel Data Step 7
Group and Outline Excel Data Step 7

Step 1. Select the data

Click and drag the cursor from the top and leftmost cell of the data to be grouped to the bottom and rightmost cell.

Group and Outline Excel Data Step 8
Group and Outline Excel Data Step 8

Step 2. Click Data if you haven't already opened that tab

It's on the left side of the green ribbon at the top of Excel.

Group and Outline Excel Data Step 9
Group and Outline Excel Data Step 9

Step 3. Click Group on the right side of the toolbar Data.

Group and Outline Excel Data Step 10
Group and Outline Excel Data Step 10

Step 4. Click Group…

It is one of the items on the menu Group.

Group and Outline Excel Data Step 11
Group and Outline Excel Data Step 11

Step 5. Select a grouping option

Click Stripes to minimize data vertically, or Columns to minimize them horizontally.

Group and Outline Excel Data Step 12
Group and Outline Excel Data Step 12

Step 6. Click OK at the bottom of the window that opens

Group and Outline Excel Data Step 13
Group and Outline Excel Data Step 13

Step 7. Minimize your data

Click the button [-] at the top or left side of Excel to hide the grouped data. Often this will only display the last row of data.

Group and Outline Excel Data Step 14
Group and Outline Excel Data Step 14

Step 8. Delete the grouping if necessary

Click Separate to the right of the entry Group, then click Delete structure … in the menu that appears. This will separate and make the data that was previously minimized or grouped visible again.

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