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Excel 2007 : Outlining and Grouping

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    Outlining and Grouping

    I have a list type calendar of dates for my company. and wish to assign priorities to them according to the departments responsible. In this way all the people in accounts, marketing, operations etc.. can select their group number and see their meeting dates for the year.
    I have been told that I can use outlining to do this but havent got my head around it yet. I have tried a few ways but don't seem to be able to get the 5 levels (groups) that I want and keep the dates in calendar order when view all again. (but I did sort the first row)
    The problem may be that the rows I am grouping are not all consecutive...can someone direct me on what can be done to get it working effectively.
    Thanks. A

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    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Outlining and Grouping

    Hi,

    You may want to consider what I suspect is an under utilised facility, and that's the 'Custom Views' functionality. Essentially you set the page as you want it to look for a particular purpose, (e.g. hidden rows / columns freeze panes etc), and then just name that view. Then when you want to invoke that view just pick it from a list. Then set a different view for another purpose or group of people.

    Check out 'View > Custom Views on the ribbon.

    Rgds
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
    Forum Expert teylyn's Avatar
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    Re: Outlining and Grouping

    To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.

    Doing this will ensure you get the result you need!

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