Group Rows and Columns in Excel With Expand & Collapse Buttons | Include Summary and Subtotals

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In this Microsoft Excel video tutorial I explain how to group rows and/or columns. This can be done automatically if you already have subtotals in your data, or you can define the groups manually. Once the groups are created you can use expand/collapse (plus or minus) buttons to hide or show each group. Excel can also create subtotals for you based on every change in value within a given column or columns.
#microsoftexcel #exceltips #exceltutorial
Table of Contents
00:00 Introduction
00:22 Use this method if you don't have subtotals
03:57 Use this method if you do have subtotals
05:15 Use this method to create subtotals

[@westcoast7185]

Thanks for the great video and practice Excel file. Excellent!

[@KatjaHolland]

Thank you very much, exactly what I was looking for. Saved my weekend!

[@STAR393]

Thank you! Just what I was looking for

[@Guazabara9]

Great video!

[@specialneedstoys]

Can we do this dynamically? I saw your video using a Filter formula with XMATCH and ISNUMBER, but that collapses the data giving only the subtotals. I want to add subtotals to my expanded data using the new array formulas (like the subtotal function in this video has allowed for decades).
So in your example I want to specify a Product group and pull all the customer types data, but also show the subtotals by Branch.
In fact I specify an invoice number - FILTER the account and date of that invoice, then FILTER again to get all subsequent invoices to that account. Then FILTER again to get all the stock items ordered in those invoices. Then UNIQUE those results and SUMIF to get totals (the SUMIF is not dynamic - I have to copy down). Then I use your SORT FILTER ISNUMBER XMATCH formula to get all the relevant Stock data. Now I want to Subtotal by a stock Characteristic (my SORT in the previous step) but display both the subtotal and the individual lines.