How to Use WPS Categorical Summary on macOS

Use WPS Categorical Summary on macOS with 3 how-to topics, including 3 free topics and 0 membership-related topics, and jump from the index to the section you need.

How-to Index

How-to Guide

1. Create a Categorical Summary

Feature entry: Data → Categorical Summary

1. Select any cell inside the data range.
2. Click the Data tab, then click Categorical Summary in the outline-related area.
3. In the dialog box, set the grouping field and choose the column used for grouping.
4. In summary method, choose the calculation you need, such as Sum, Count, Average, Max, or Min.
5. In selected summary items, select the data columns to include in the summary.
6. Keep the default option to show summary results below the data.
7. Click OK to finish creating the summary.

Success Criteria

• The worksheet shows grouped summary results based on the selected field.
• The detail area displays an outline structure that can be expanded or collapsed.
• The selected columns display the expected summary values.

Tips While Using

• Keep the data range continuous and use a clear header row.
• Avoid merged cells in the data range.
• Clean up the grouping column before running the summary for more consistent results.

2. Create Nested Multi-level Summaries

Feature entry: Data → Categorical Summary

1. Complete the first summary first.
2. Click Categorical Summary again on the Data tab.
3. Set a new grouping field, summary method, and summary items.
4. Clear the option that replaces the current summary so the existing result is kept.
5. Click OK to generate a two-level nested summary.
6. Repeat the same process if you need more levels.

Success Criteria

• The worksheet shows two or more levels of grouped summary structure.
• The original summary remains in place and the new level is added on top of it.
• The outline controls let you expand or collapse the grouped levels.

Tips While Using

• Decide the outer and inner grouping order before adding more levels.
• If you leave the replace option selected, the earlier summary may be overwritten.
• When there are many levels, use the outline controls to review the result more clearly.

3. Remove a Categorical Summary

Feature entry: Data → Categorical Summary → Remove All

1. Click any cell inside the summarized data range.
2. Open the Categorical Summary dialog box again from the Data tab.
3. Click Remove All in the lower-left area.
4. Click OK to return to the original data view.

Success Criteria

• The summary structure is removed from the worksheet.
• The outline controls for the current summary no longer appear.
• The original detail data returns to its normal view.

Tips While Using

• Removing the summary does not change the original detail data itself.
• If you need the grouped analysis again later, you can recreate it with the same steps.