Group Rows and Columns in Excel With Expand & Collapse Buttons | Include Summary and Subtotals

[@KatjaHolland]

Thank you very much, exactly what I was looking for. Saved my weekend!

[@Guazabara9]

Great video!

[@westcoast7185]

Thanks for the great video and practice Excel file. Excellent!

[@STAR393]

Thank you! Just what I was looking for

[@یاسمنخدادوست]

Do you have a tutorial video about the method of grouping more than 8 levels in Excel?

[@specialneedstoys]

Can we do this dynamically? I saw your video using a Filter formula with XMATCH and ISNUMBER, but that collapses the data giving only the subtotals. I want to add subtotals to my expanded data using the new array formulas (like the subtotal function in this video has allowed for decades). So in your example I want to specify a Product group and pull all the customer types data, but also show the subtotals by Branch. In fact I specify an invoice number - FILTER the account and date of that invoice, then FILTER again to get all subsequent invoices to that account. Then FILTER again to get all the stock items ordered in those invoices. Then UNIQUE those results and SUMIF to get totals (the SUMIF is not dynamic - I have to copy down). Then I use your SORT FILTER ISNUMBER XMATCH formula to get all the relevant Stock data. Now I want to Subtotal by a stock Characteristic (my SORT in the previous step) but display both the subtotal and the individual lines.

[@JD99-zj3gq]

I think the feature a joke. A user should be able to select the column, and collapse all rows with identical branch with one click, and just leave the names of each branch with an icon to expand and collapse that group. It's way easier to use than those + and - icons on the left, and it looks more organized, plus you get everything grouped with one click, instead of having to create each group manually, and adding a header, which can be extremely time-consuming when you have tons of groups!