Excel like a finance pro.
Rows & columns shortcut
Group the selected rows or columns
Alt + Shift + → on Windows, ⌘ + Shift + K on Mac.
When to use it
Groups the selected rows or columns into an outline with a collapse button in the margin. The tidy alternative to hiding.
The shape of it
- Windows
Alt + Shift + →
- Mac
⌘ + Shift + K
Worked examples
Group detail rows
Select detail rows 5 to 12, Alt + Shift + → → A bracket appears with a minus button
Click it to collapse to the total row.
Group columns
Select monthly columns, Alt + Shift + → → Months collapse to show only the year total
Wide reports.
Nested groups
Group inside a group → Nested levels with 1 2 3 buttons at the top
Expand to any level at once.
Worth knowing
- Data, Outline, Settings decides whether the summary row sits below or above the detail.
- Auto Outline builds groups from SUM formulas automatically.
- Use the level buttons (1, 2, 3) to collapse everything at once.
Where it goes wrong
- Groups on a protected sheet cannot be toggled unless outline symbols are allowed.
- Copying a collapsed group copies the hidden rows too unless Alt + ; is used.
Related
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