Outline data in Excel Services

If you have a list of data that you want to group and summarize, you can outline the data up to eight levels, one for each group. Each inner level, represented by a higher number in the outline symbols, displays detail data for the preceding outer level, represented by a lower number in the outline symbols. Use an outline to quickly display summary rows or columns, or to reveal the detail data for each group. You can outline rows (as shown in the example below), outline columns, or outline both rows and columns.


Outlined list

An outlined row of sales data grouped by geographical regions and months with several summary and detail rows displayed.
Callout 1  To display rows for a level, click the appropriate one two three outline symbols.
Callout 2  Level 1 contains the total sales for all detail rows.
Callout 3  Level 2 contains total sales for each month in each region.
Callout 4  Level 3 contains detail rows (only detail rows 11 through 13 are currently visible).
Callout 5  To expand or collapse data in your outline, click the plus and minus outline symbols.

Show or hide outlined data

 Note   If you don't see the outline symbols one two three, plus, and minus, an outline was not created in the workbook before it was saved to Excel Services, or the Filter custom property is disabled. For more information, see Excel Web Access Web Part custom properties.

  • Do one or more of the following:

Show or hide the detail data for a group    

  • To display the detail data within a group, click the plus box for the group.
  • To hide the detail data for a group, click the minus box for the group.

Expand or collapse the entire outline to a particular level    

  • In the one two three outline symbols, click the number of the level that you want. Detail data at lower levels is then hidden.

For example, if an outline has four levels, you can hide the fourth level and display the rest of the levels by clicking three.

Show or hide all of the outlined detail data    

  • To show all detail data, click the lowest level in the one two three outline symbols. For example, if there are three levels, click three.
  • To hide all detail data, click one.

 Note   If you copy data in an outline by using the Copy command in the browser or by creating a workbook snapshot, you only copy the rows and columns that are currently visible in Excel Services, whether the outline is completely expanded, partially expanded, or completely collapsed.

 
 
Applies to:
SharePoint Server 2007