Before I fell in love with Tables and PivotTables I regularly used Excel’s Outline functionality to group data and automatically insert subtotals and totals. OK, I might not use it for that purpose anymore, but if you’ve ever manually inserted page breaks when the content of a certain column changes, you might like to know you can do this automatically.
Here’s how:
- Click any cell containing data you want to group and print on separate pages.
- On the Data tab, click on the Sort A to Z or Sort Z to A button in the Sort & Filter group.
- On the Data tab, click on the Subtotal button in the Outline group. (If the Subtotal button is greyed out you probably have your data formatted as a table. If so, click on the Convert to Range button in the Tools group on the Table Design tab to convert the table into a normal range of cells.)
- From the At each change in drop-down list select the field you want to use for the page break. For example, Last Name or Product.
- Select the Page break between groups check box.
- Click OK.
Press CTRL + P to preview your print.
By the way, what I always liked about the Subtotal feature was that you can collapse and expand the worksheet to show various levels of your data. For example, click on 1 to the left of column A to only see the grand total, 2 for grand total as well as subtotals and 3 for everything.
To remove the grouping, simply click on the Subtotal button and click on Remove All. (No, it won’t remove all; just the grouping. All of the data is preserved.)
Related tips
Three months ago I started drip-feeding a shortcut of the week on LinkedIn. Follow #CleverClogsTipTime for more shortcuts, hints and tips.
To help you put these tips into practice I have also developed a series of 60-minute webinars, giving you the opportunity to see the hints, tips and time-saving shortcuts in action.
I am also running more comprehensive Excel courses in conjunction with Cambridge Network's Learning Collaboration:
Hints and Tips: Excel - next session 25 March
Hints and Tips: Excel Further Use - next session 5 April
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Unless stated otherwise, the steps are written about Microsoft 365 using Windows 10.
1 March 2021
Karen Roem offers software training and support through her company Roem Ltd. Contact her by email (Karen@roem.co.uk) or visit her website at www.roem.co.uk