How do I Group and Ungroup Data in Excel?

Grouping and ungrouping data in Excel can help you organize and manage large sets of data more efficiently. Follow these step-by-step instructions to learn how to group and ungroup data in Excel.

Step 1: Open Excel and Select the Data

• Launch Excel and open the worksheet containing the data you want to group and ungroup.
• Select the range of cells that you want to group.

Step 2: Access the Grouping Command

• Go to the “Data” tab in the Excel ribbon.
• In the “Outline” group, click on the “Group” button.

Step 3: Specify the Grouping Level

• Decide on the level at which you want to group the data.
• For example, if you have monthly sales data and want to group it by quarter, choose “Columns” or “Rows” based on your data orientation.

Step 4: Group the Data

• Click on the “Group” button.
• Excel will group the selected cells based on the chosen level.

Step 5: Expand or Collapse the Group

• Excel will insert a small triangle icon beside the grouped cells.
• To collapse the group and hide the detailed data, click on the triangle icon.
• To expand the group and show the detailed data, click on the triangle icon again.

Step 6: Ungroup the Data

• If you want to remove the grouping and revert to the original view of the data, select the grouped cells.
• Go to the “Data” tab, click on the “Group” button, and choose “Ungroup”.

Step 7: Customize Grouping Options

• Excel provides various options to customize your grouping layout.
• Right-click on a grouped cell and choose “Group” or “Ungroup” from the context menu for more options.
• You can also modify the grouping levels by selecting “Grouping Options”.

Step 8: Repeat for Other Data

• If you have additional data to group, repeat the previous steps for other sections of data.

By following these step-by-step instructions, you can easily group and ungroup data in Excel. Use these features to organize and manage large sets of data, enhancing readability and improving your data analysis capabilities.

Want to access the expansive capabilities of Excel? Purchase a license on our website through the Office Suite, with a range of versions – Office 2016, Office 2019, and Office 2021 – to select from.