Grouping Data in Excel
If you have a lot of data in excel in columnar format and you want to arrange data so that only relevant information is available for view, grouping function can be used.
For example, we have data of monthly, quarterly and annual sales to different customers. Head of Sales would be interested in annual sales volume, Sales manager might be interested in quarterly or monthly sales. For that matter we can group the data for different level of detail.
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| Example data |
To apply grouping select number of rows or columns to group and then go to Data > Group > Group
You can apply multiple grouping on same columns like a month can be grouped as a part of a quarter and at the same time it can be grouped as part of the year. After grouping all the levels available are displayed in the upper left portion of the worksheet in the form of 1,2,3......
Below is demonstration of three grouping levels applied on above data.
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| Level-3 |
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| Level-2 |
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| Level-1 |
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