How to Use WPS Categorical Summary on Windows

Use Categorical Summary with 3 how-to topics, including creating a summary, creating a multi-level nested summary, and removing a summary; all 3 topics are available without membership.

How-to Index

How-to Guide

1. Create a Categorical Summary

Entry point: Data tab → Categorical Summary

1. Select any cell inside the data range.
2. Click the Data tab, then click Categorical Summary in the Outline group.
3. In the dialog box, set the grouping field by choosing the column used for grouping.
4. Select a summary method such as Sum, Count, Average, Max, or Min.
5. In the summary items area, select the data columns that should be calculated.
6. Keep Summary below data selected by default.
7. Click OK to complete the summary.

Success Criteria

• UI state: The worksheet shows grouped summary rows and a total structure based on the selected field.
• Next actions: You can expand or collapse outline levels to review detail rows and summary results.

Tips While Using

• Common mistakes: If you do not start from a cell inside the data range, the summary range may not be identified correctly.
• Environment limits: The data range should be continuous, use a header row, and avoid merged cells.

2. Create a Multi-Level Nested Categorical Summary

Entry point: Data tab → Categorical Summary

1. Complete the first categorical summary.
2. Click Categorical Summary again on the Data tab.
3. Set the new summary method and summary items.
4. Clear Replace current subtotals so the previous summary structure stays in place.
5. Click OK to generate a two-level nested summary.
6. Repeat the same process if you need more levels.

Success Criteria

• UI state: The worksheet shows a two-level or multi-level grouped summary structure.
• Next actions: You can use the outline levels to review results at different grouping depths.

Tips While Using

• Common mistakes: If Replace current subtotals remains selected, the previous summary structure will be overwritten.
• Environment limits: Sort or organize the data by the intended grouping fields before adding more levels.

3. Remove a Categorical Summary

Entry point: Data tab → Categorical Summary → Remove All

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

Success Criteria

• UI state: The summary rows and outline structure are removed.
• Next actions: The original detail data can be edited, sorted, or summarized again.

Tips While Using

• Common mistakes: If you work outside the summarized range, the expected removal result may not appear.
• Environment limits: Removing the summary deletes the generated summary structure only and does not change the original detail data.