Use Group with 4 task topics, including creating row groups, creating column groups, removing groups, and using outline controls; you can jump to each topic from the index.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Create Row Groups | Free |
| 2 | 2. Create Column Groups | Free |
| 3 | 3. Remove Groups | Free |
| 4 | 4. Use Outline Controls | Free |
How-to Guide
1. Create Row Groups
Entry point: Data → Group → Group X Rows
- Open the collaborative spreadsheet and select the consecutive rows you want to group, such as rows 2 through 5.
- Click the Group button on the Data tab.
- Select Group X Rows.
- Check whether a group collapse control appears on the left side of the sheet.
- Click
-to collapse the group, and click+to expand it again.
Success Criteria
- UI state: A group control appears on the left side of the sheet.
- Next actions: You can continue collapsing, expanding, or creating more groups.
Tips While Using
- Common mistakes: If the selected rows are not consecutive, the grouping range may not match what you expect.
- Environment limits: In collaboration mode, a stable network connection is recommended.
2. Create Column Groups
Entry point: Data → Group → Group X Columns
- Select the consecutive columns you want to group in the sheet.
- Click the Group button.
- Select Group X Columns.
- Check whether a column group control appears at the top of the sheet.
- Collapse or expand the column group as needed.
Success Criteria
- UI state: A column group control appears at the top of the sheet.
- Next actions: You can continue reviewing different column areas more easily.
Tips While Using
- Common mistakes: If the selected columns are not consecutive, the grouping result may not match your expectation.
3. Remove Groups
Entry point: Data → Group → Ungroup / Clear Grouping
- Select the grouped rows or columns.
- Click Group on the Data tab.
- Select Ungroup to remove the current group.
- If you want to remove all groups at once, select Clear Grouping.
Success Criteria
- UI state: The related group control disappears or the grouping structure is cleared.
- Next actions: You can create a new grouping structure again.
Tips While Using
- Common mistakes: If you do not select the target grouped area first, the current group may not be removed as expected.
4. Use Outline Controls
Entry point: The - and + outline controls on the left side or top of the sheet
- Create a row group or column group in the sheet first.
- Find the related outline control at the edge of the sheet.
- Click
-to collapse the related group. - Click
+to expand the related group. - If there are nested groups, expand them level by level to review detailed data.
Success Criteria
- UI state: The grouped area can switch between collapsed and expanded states.
- Next actions: You can continue browsing data at different levels.
Tips While Using
- Common mistakes: If no group has been created yet, no outline control will be available.