September 8, 2009

Quick Excel 2007 tip for group and outline feature

For those of you who have made the move over to MS Excel 2007 and have found familiar features or tricks difficult at times to find or execute, this quick tip might be helpful.

When I use the group and outline feature, I like to (almost always) set the group brackets to have a top-down orientation versus the bottom-up default. In other words, I like to set the group and outline feature so that when I click to expand, the rows release downwards.

To do that, take the following steps:

- Click on the Data ribbon so that you see Get External Data, Connections, etc.



- Mouse over to the Outline section of the Data ribbon

- At the bottom right corner of the Outline section, you will see a mini arrow



- Click on that

- The dialogue box should pop up

- Now, uncheck the top checkbox which says, "Summary rows below detail"



- Click OK

- Enjoy easy and intuitive grouping and outlining!

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