Data Visualization and Summary Trick for Excel - Outlining Data

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How to group and outline data in Excel.

Simple trick for collapsing large data sets so that you can focus on the most important parts of the worksheet and then drill-down into specific sections if you want more information.

This trick is particularly well suited for large worksheets and dashboards where you have a lot of information to look over and analyze.

As well, this will make printing in Excel easier when you want to do things like: stop charts from printing and choose which sections of data to print.

To get this to work, we will be using custom Grouping and custom Outlines in Excel.

Resources

INDEX & MATCH Tutorial

Outline Data in a Worksheet (Microsoft Link)

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Excel Version: Excel 2007, Excel 2010, Excel 2013, Excel 2016, Excel 2019, Excel 365
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Tutorial Details
Excel Version: Excel 2007, Excel 2010, Excel 2013, Excel 2016, Excel 2019, Excel 365
Downloadable Files: Project File

Download Project File

Follow along with the tutorial by downloading the files used in it. (Completely Free)

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