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How to group rows to be listed UNDER the summary row?

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    Question How to group rows to be listed UNDER the summary row?

    I am setting up a check register in Excel. I need to be able to nest rows for things like deposits where there are several items included in that deposit. However, I need them to all be listed UNDER the summary row as well as stay together when sorted. The Group function appears to only expand and collapse ABOVE the summary row. But for example, if I had a $100 deposit, I want it to look like:

    DATE CHECK # DESCRIPTION PAYMENT DEPOSIT
    6/1/23 DEP Bank deposit $100.00
    DATE CHECK # FROM FOR AMOUNT
    5/23/23 1000 Amy Carter Advertising $25.00
    5/29/23 5221 Casey Johnson T-shirts $75.00

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    Re: How to group rows to be listed UNDER the summary row?

    Hi,
    In Outline group click on arrow to the right down corner and it will open the outline options window and uncheck the "Summary row below detail" option. And group the rows as you want.
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    Diana Tanase


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    Omgosh! I totally missed that! Even when I Google searched it that didn't come up! Thank you!!

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    Re: How to group rows to be listed UNDER the summary row?

    I just tried this and the dialog box launcher button is grayed out. Can I not do this within a set table?

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    Re: How to group rows to be listed UNDER the summary row?

    In the table you cannot use subtotal.

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    Quote Originally Posted by tanasedn View Post
    In the table you cannot use subtotal.
    How do I group rows in a table to where they'll move as one when I sort?

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    Re: How to group rows to be listed UNDER the summary row?

    A helper column might be useful in doing what you want, however it is hard to tell without seeing a sample.
    The "HOW TO ATTACH YOUR SAMPLE WORKBOOK" banner at the top of the page has information on how to attach a sample workbook to your next post.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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