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Excel Filtering/Grouping Of Project Activities

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Last Modified: 2019-01-25
Excel is the tool I am using.  I need to group/filter project activities so to show summary at project level, and details for anyone project.  I have tried Excel functions but without any luck.  Need to accomplish this without VBA if possible.  Any thoughts would be helpful.  The attached spreadsheet shows what I am trying to do.  Let me know if you have questions.  Any thoughts would be helpful.  Thanks.  - Tom
EE.xlsx
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Rob HensonFinance Analyst
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One way that I can think of is using the row grouping feature, see attached.

I have applied the grouping manually  but there are ways of doing it automatically if the real data set is much bigger.

Use the buttons in the left hand margin to collapse/expand individual groups or the number buttons at the top of the left hand margin to collapse/expand all groups to a specific level.
EE.xlsx
Tom FarrarConsultant
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Hi Rob - Sorry for the delay.  Your solution seems to work, I was trying but had a hard time getting there.  Is there a particular way to sequence the grouping steps?  Thanks.  - Tom
Finance Analyst
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Tom FarrarConsultant
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Thanks, Rob.   The spreadsheet is not mine so I can't change it (though I can suggest changes).  The spreadsheet is not terribly large at this point, but could be someday.  I haven't done a lot of "grouping" in Excel so the process is a bit foreign to me.  My concern, and a major reason for the request, is what happens if you group 5 rows together under 1.0.  So there is 1.1, 1.2 &1.3.  But a week later there is 1.4 and 1.5.  Does the person then need to go back and group rows again?  Doesn't appear very functional when expansion is involved, which happens often.  Having said that I was hoping there might be some other Excel functionality I was not aware of

Your input has been very helpful, and I will be closing out this question as I get comfortable with working with the grouping.  I want to be sure I fulling understand how it works, and does not work, so there is no need to submit a followup question.  Thanks again Rob.  - Tom
Rob HensonFinance Analyst
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If new rows are required within a group, when rows are inserted within or immediately below the group the new row(s) will be included in the group automatically.
Tom FarrarConsultant
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Well that is nice to know.  Thank you.  - Tom
Tom FarrarConsultant
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Thanks, Rob.  I appreciate your help on this.  - Tom
Rob HensonFinance Analyst
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Happy to help

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