Use Create and Cancel Group to complete 5 task topics: create a group, ungroup data rows and columns, configure outline settings, group worksheets, and ungroup worksheets; 5 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Group | Free |
| 2 | 2. Ungroup Data Rows and Columns | Free |
| 3 | 3. Configure Outline Settings | Free |
| 4 | 4. Group Worksheets | Free |
| 5 | 5. Ungroup Worksheets | Free |
How-to Guide
1. Create a Group
Feature entry: Data → Create Group
- Select the continuous rows or continuous columns that you want to group.
- Click Create Group on the Data tab.
- In the dialog box, choose Rows or Columns as the grouping type.
- Click OK to finish.
- Repeat the same steps if you need to create multiple groups.
Success Criteria
- Outline buttons or collapse symbols appear in the interface.
- The selected rows or columns become an expandable and collapsible group.
Tips While Using
- This feature applies to continuous row or column ranges.
- Select row areas before grouping rows, and select column areas before grouping columns.
2. Ungroup Data Rows and Columns
Feature entry: Data → Ungroup
- Place the cursor in the grouped area that you want to remove.
- Click Ungroup on the Data tab.
- Finish removing the group for the current area.
Success Criteria
- The previous outline buttons or collapse structure are removed.
- The target area returns to a normal display state.
Tips While Using
- It is helpful to confirm that the cursor is inside the target grouped area before you start.
3. Configure Outline Settings
Feature entry: Data → Outline Settings
- Click the Data tab.
- Click the Outline Settings arrow.
- In the pane, select or clear Below detail data or To the right of detail data.
- Click OK to save the setting.
Success Criteria
- The display position of outline symbols updates based on your setting.
- Grouped data is shown in a layout that better matches your reading preference.
Tips While Using
- This setting affects how outline symbols are displayed after grouping.
4. Group Worksheets
Feature entry: worksheet tabs at the bottom
- Press and hold
Cmd. - Click each worksheet tab that you want to group at the bottom of the window.
- After all target worksheets are selected, the worksheet group is created.
Success Criteria
- Multiple target worksheets enter a grouped state.
- Later edits are applied to the grouped worksheets together.
Tips While Using
- This works well for worksheets with the same structure.
- Before editing, confirm whether you want the changes to apply to every selected worksheet.
5. Ungroup Worksheets
Feature entry: Right-click a worksheet tab → Ungroup Worksheets
- Right-click any worksheet tab in the grouped set.
- Select Ungroup Worksheets.
- Finish removing the worksheet group.
Success Criteria
- Worksheets return to an individual editing state.
- Later changes no longer sync to other worksheets.
Tips While Using
- After batch editing, ungroup worksheets promptly to avoid unintended changes across multiple sheets.