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From here, click on the arrow below the "Group" section and select "Auto Outline." 3. Then you can go to the "Data" tab, followed by the "Outline" group. Once you finish setting up your summary columns, you can click on a cell that's in the range of columns you want to group. While in the "Settings" box, you can decide where you want your summary columns to appear by toggling the "Summary Columns to Right of Detail" option and clicking "OK." From here, you can open the "Settings" box by clicking on the small icon in the bottom-right corner of the toolbar.

Next, you can create summary columns by going to the "Data" tab, followed by the "Outline" section. To begin grouping columns, ensure that the cells you want to group together have zero breaks between them and that your columns contain similar types of data. Related: How To Use Excel Real-Time Data (With Definition and Tips) 2.

Then you can click on the arrow under the "Group" section and click "Auto Outline." Next, click on one cell that's within the range you want to group, go to the "Data" tab and then go to the "Outline" section. To start grouping rows, ensure that the cells you want to group together have zero breaks between them and that your rows have appropriate labels. Here's a list of steps you can follow to group data in Excel: 1. Related: How To Search in Excel in 5 Steps (Plus Tips) How to group data in Excel

Remove clutter from the screen, like side calculations and schedulesĬontract and expand different sections of the spreadsheet Keep all your data in one document instead of using multiple tabs You can also use the group function to do the following: You can also create summaries for data groups, which helps you interpret their meaning without reading through every cell. Grouping data in Microsoft Excel is helpful because it makes your documents more organized and makes your work more efficient. Why is it helpful to group data in Excel? In this article, we explain why it's helpful to group data in Microsoft Excel, detail how to group data in your own documents, answer some frequently asked questions about the functions and provide a list of tips to help you navigate the data grouping process. One of these tools is the grouping function, which you can use to make your work more efficient. It's one of the most popular spreadsheet programs in most industries because it has easy-to-use tools that you can quickly incorporate into your workflow. If you're a professional who works with large amounts of data, you might use Microsoft Excel to make quick calculations and organize your work.