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Excel 2003 - how to GROUP rows

Hi EE,

Using Access 2003,
created a GROUP BY report
exported the report to EXCEL using TOOLS/OFFICE LINKS/EXCEL

Below is the resulting screen shot, which is what i wanted.

My question is:
============

Using the Excel spreadsheet provided below, can you provide the steps to accomplish this
manually using the interface, as i'd like to learn the technique....

tx for your help, sandra
2010-10-25-view.GIF
ztest-Rows-Detail-Report.xls

SOLUTION

ploftin

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mytfein

ASKER

Hi ploftin,

tx for writing....

i appreciate that you pointed me to Data/Grouping
but it does not work.....

a) if i highlight all the rows, it becomes one group
b) it work a little, if i highlight the first set, and click grouping
but when i hide the next set, it gets included with the first
c) was hoping that excel would analyze and group all rows automatically....'

tx, s

also, i wanted excel

Patrick Matthews

Do the different DocNames have to be in separate cells, or can you have one cell per tag, with each applicable docname in that cell?

SOLUTION

rfportilla

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mytfein

ASKER

s
2010-10-25b-view.GIF

rfportilla

I just saw the raw data. I'm trying to see what you are trying to accomplish. Is this supposed to be a VBA script or done manually?

mytfein

ASKER

hi rfportilla,

just done manually.... (i mostly work with excel and access from a vba point of view, however,
i've not had success with the grouping feature using the Excel interface and wanted to learn how
to group from a user point of view)

tx, s

SOLUTION

Jerry Paladino

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SOLUTION

rfportilla

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mytfein

ASKER

Hi ProdOps,

tx for writing...

i work with pivot tables rarely, as well, sigh....

so i explored a little the pivot tool bar etc.

and found this screen, screen shot below

A very good idea on your part to take a pivot table approach...

questions, pls:
===========
a) Are you "driving on the key of a composite key" of tag+docname?
b) how did the pivot tabel to "null" COLUMN a for subsequent rows "in the group"

tx, s

mytfein

ASKER

screen shot.....
2010-10-25C-view.GIF

mytfein

ASKER

Hi ProdOPs,

ok, think i answered question, bec. instead created the pivot table from scratch
pls see screen shot below....

how did you remove the totals for end of group
how did you add a count field?

tx, s
2010-10-25d-view.GIF

mytfein

ASKER

HI Prodops,

found this screen for the count, but when i select count, a count column did not get added....

pls advise, tx, s
2010-10-25e-view.GIF

mytfein

ASKER

Hi rfportilla,

i think i understand what you said, that is:
a separator row for each group....

so i tried it .... below is a mini xls and a screen shot....
and it grouped as one group instead of 2 groups....

pls advise, tx, s
2010-10-25f-view.GIF
ztest-Rows-SMALL-Detail-Report.xls

SOLUTION

Jerry Paladino

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ASKER CERTIFIED SOLUTION

Jerry Paladino

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mytfein

ASKER

Hi Jerry,

i got it, now....tx for explaining

below is screenshot from creating pivot from scratch.....

VERY IMPORTANT....

I want to treat everyone respectfully in terms of closing out this post.....
- ploftin - alerted me to data/group by with a web link
- rfplotilla - alerted me to category headings for each group of rows
- prodOPs - alerted me to another method, pivot tables, that solved my problem for now
yet from a pivot table perspective

part of me, wants to open a new post for pivot tables for ProdOPs, but then someone else could
answer if they were really fast.....

so pls forgive me, if it does not come out fair this time.....sorry, tx, s

ztest-RowsPIVOT--Detail-Report.xls

mytfein

ASKER

screenshot
2010-10-25G-view.GIF

Jerry Paladino

Sandra - I do this because I enjoy it and I learn something new everyday. However you allocate points is fine with me. I am glad you learned several solutions.
Jerry

rfportilla

Ditto what Jerry said. This helps me keep sharp and i learn, too. Glad it helped.