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How Group By In Excel

author
Christina Perez
• Tuesday, 13 October, 2020
• 8 min read

Note:Power Query is known as Get & Transform in Excel 2016. Note: For a very quick video on how to display Query Editor, see the end of this article.

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Contents

In the Group By dialog box, select All RowsorCount Rows as the Operation. If you choose All Rows for grouping, you can later expand the new grouped column to select the columns that you want to expand.

For this, I have created on simple example data in a worksheet. Instead of seeing all the country names we can club all the countries into one and make the data very precise or else we can go one step ahead and group products as well and show very little data.

All in One Excel VBA Bundle (35 Courses with Projects)4.9 (1,353 ratings)35+ Courses | 120+ Hours | Full Lifetime Access | Certificate of Completion Uncheck the box Summary rows below detail.

For example, if you want to group the country CANADA then selects the full range. You can also type the Excel shortcut key SHIFT + ALT + RIGHT ARROW (hold Shift & Alt key together and press Right Arrow).

Step 1: Remove all the manually added subtotals. Under SUBTOTAL, we can add a variety of functions like SUM, AVERAGE, MIN, MAX in Excel, and many other things.

excel cells function grouping columns steps rows data
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Clear Outline will remove all the grouping from the worksheet. SHIFT + ALT + RIGHT ARROW is the shortcut key to group selected cells.

This has been a guide to Group in Excel (Auto, Manual). This guide will show you how to group in Excel with step-by-step instructions, examples, and screenshots.

Suppose we have a schedule in a worksheet that is becoming quite long, and we want to reduce the amount of detail that’s shown. Once you’re finished, you can press the “-” buttons in the margin to collapse the rows or columns.

The reason is that Excel does not make it clear to the user of the spreadsheet that cells have been hidden, and thus they may go unnoticed. You can download the Template for free if you wish to use it as an example or starting point for how to group in Excel and apply it to your own work and financial analysis.

Keyboard shortcuts speed up your modeling skills and save time. Grouping in Excel is used when we have properly structured data and with the header’s names mentioned in the column.

excel rows outline collapse data column collapsible expand auto grouped office levels automatically option expandable different manually below example them
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There, grouping allows users to club rows or columns of any number together so that we can hide or in proper words subset the data under the selected columns and rows. Group : Press Shift + Alt + Right Arrow shortcut, rather than going on the data tab then clicking the group button and then selecting row or column option.

Ungroup: Press Shift + Alt + Left Arrow shortcut, rather than going on the data tab then clicking the ungroup button and then selecting the row or column option. Summary of Example 1: As the user selects the row for the month of March, it is grouped into one.

Now the user can hide or show the group using the button that is attached to the bracket created on the left side. Step 2: As the user has selected row for the month of March and the region is East.

Step 4: Now select the April month data for the same region. Step 6: Similarly select the north region and create a group.

Step 7: Now select the entire east region row and the 5th group will be created. Step 8 : Now select the entire north region row and the 6th group will be created.

excel row labels
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Summary of Example 2 : As the user selects a row for each month, it is grouped into one. Now the user can hide or show the group using the button that attached to the bracket on the left side.

Summary of Example 3: The Q1, Q2 and Q3 sheets selected by the user will be grouped. Now a user can perform an edit on multiple sheets at the same time.

Let’s take an example where a user wants to update the data for August in the East region from Q3 sheets to $1820. The user needs to make sure whenever they are going to use a group there should be column header, a summary row or subtotal if it is not there then we can create it with the help of the subtotal button which is available in the same toolbar of group button.

Always make sure whichever column a user wants to make a group has some label in the first row itself and there should be no blank row or column in Excel. Once the user ungroups or groups he can reverse by Undo button (Ctr+Z).

It is not possible to ungroup other adjacent groups of columns /rows at the same time; the user needs to do it separately. When you’re analyzing a huge amount of data, it’s always convenient to use programs like Excel to help you out.

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By putting your data into an Excel worksheet, you can organize and process all that information as you see fit. It can be done both automatically and manually, depending on the structure of your data.

When you hide rows or columns and you want to print the sheet you’re working on, hidden items will not appear on the printout. Or, you may have locked your sheet for editing but forgot to inside some rows.

In the “Outline” section, click on the arrow icon in the lower right corner. Notice the change in the grouping levels to the left of column A.

Depending on how your data is structured, it may not follow the guidelines presented at the beginning of the previous section. For example, it may contain blank rows or columns as a design feature.

That could prevent the auto-grouping option to properly do its magic on the entire sheet. You can group just one portion of your sheet and leave the rest ungrouped.

excel sum column improve answer
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Whatever the reason, just make sure that you don’t have any hidden rows or columns before you proceed. This may interfere with the grouping and leave you with the incorrect figures.

Looking at the example used in this article, let’s suppose you only want to see how many items are available in Vancouver and Virginia separately. Now, when you collapse these groups, you will see the sum totals for each of the cities, without having to look at the breakdown figures.

To see how many items Vancouver’s small storage holds, select rows 2 to 3 and group them. And you’re not interested in how they are distributed by city and storage type.

The examples in this article mainly explain how to group rows. If you have any tips on this matter, or any other option in Excel, please share in the comments below.

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