Excel Advanced Getting the Most from Your Data
ADVANCED Getting the Most from Your Data
Organize worksheet data with outlining grouping and subtotals including automatic outlines collapsible levels and manual groups.
Getting the Most from Your Data
Outlining and grouping help organize detailed worksheet data into manageable sections. The course source focuses on automatic outlining displaying and collapsing levels manual grouping and creating subtotals.
Use outlining and grouping to control the amount of detail displayed while retaining the underlying worksheet data.
Essential Terms
Review the core terms used when outlining grouping and summarizing worksheet data.
Outlining and Grouping Data
Excel can organize related rows or columns into outline structures that make detailed information easier to display or collapse.
Automatic and Manual Organization
Automatic outlining lets Excel create an outline from suitable worksheet structure while manual grouping gives you direct control over which data is grouped.
Automatic Outlining
Use automatic outlining when Excel can identify a suitable worksheet structure and create outline levels.
Manual Grouping
Group worksheet data manually when you need to select and control the rows or columns that belong together.
Outline Workflow
Create the outline or group then use its levels to control how much detail is visible.
Displaying Levels and Creating Subtotals
Outline levels control the visible detail while subtotals provide summary calculations within organized data.
Interactive Data Explorer
Explore each data organization task included in the course source.
Key Takeaways
Outlining grouping and subtotals help turn detailed worksheet data into a more manageable view.
Automatic outlining and manual grouping organize data while outline levels determine how much detail is displayed.
Create subtotals when grouped data needs calculated summaries.
Knowledge Check
Test your understanding of outlining grouping levels and subtotals.