You can see that the quarters (sets of three months) are grouped together and summarized by Quarterly totals, and that each year has been grouped to be summarized by Yearly Totals. Here are the results of Excel’s automatic outline:Īll of the original data is shown, as well as outline group indicators (the thick black lines that look like large brackets) and collapse buttons (marked with a minus sign). If you click the Auto Outline button, the spreadsheet will be outlined automatically:
This action will display a menu with two options: Group and Auto Outline. To automatically outline this worksheet, click the arrow next to the Group button in the Outline group of the Data tab: It can be difficult to discern quarterly and yearly totals at a glance because these figures are lost in with all of the other data. The following worksheet, for example, contains monthly financial data for a business, organized into quarterly and yearly totals using formulas and the SUM function: Automatic outlining works best with numerical data organized into groups and sub groups by formulas or functions. Excel’s automatic outlining feature makes outlining a worksheet fairly straightforward.
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