Good day,
This week, we have a new tiny-tip on Grouping Data, but there is no new video tutorial. Instead, I've included links to three of our popular video tutorials for you to check out.
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Top 3 Excel Tutorials
Build a Working Task Manager in Excel |
Excel's Secret Sheets |
Excel's Hidden Ctrl + J Trick |
[Tiny Tip] Hide the Mess, Show the Summary
Use Excel's Group feature to hide source data until you need to drill down into it. |
The Idea
If your worksheet has lots of detailed source data, you can collapse it so people only see the clean summary until they need more detail.
Example
January Sales |
After grouping, you can collapse the detail rows so the report stays clean.
+ January Sales |
How to Use It
Select the rows or columns that contain the detailed data.
Go to Data > Group.
Choose Rows or Columns.
Click the - button to collapse the detail.
Click the + button when you need to drill down again.
Shortcut
Group: Alt + Shift + Right Arrow
Ungroup: Alt + Shift + Left Arrow
Useful Examples
Hide source data behind a clean dashboard.
Collapse monthly details under yearly totals.
Tiny Extra Tip
You can create multiple group levels, such as Year > Month > Individual Transactions, so users can expand the report one layer at a time.
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Courses
Cheers and see you next week!
Don