Auto Outline from Pivot Tables

tamtammg

New Member
Joined
Oct 15, 2020
Messages
6
This is from an old post but I'm having the exact request so just reposting it since the original one did not have any answers...

From

wikurbia


(How) Can you auto outline pivot tables? I'm using Excel 2003. I want to send the information to non-excel experts and need them to be able easily to view it at different levels. I know that to auto outline you really need a formula at the bottom of some rows of data. Pivot tables don't have formulas, but excel must know where the totals rows are as it creates them. Using the standard Data/Group and outline/Auto outline with either the whole table or selected rows gives me a "Cannot create an outline" message. Is there an easy way to do it?

Thanks
https://www.mrexcel.com/board/threads/auto-outline-pivot-tables.371875/
Auto outline pivot tables

I'm using Excel 2016. Any help will be much appreciated!
 

Excel Facts

What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.

SpillerBD

Well-known Member
Joined
Jul 2, 2014
Messages
2,722
Double clicking on the ROW Labels will Expand or Collapse that section.
Right Clicking a Label allows options for that for all items at that level.
You can record the process using Screen capture in PowerPoint to educate the end-user.

1631131906000.png
 

tamtammg

New Member
Joined
Oct 15, 2020
Messages
6
I have some very stubborn end users...Still asking for a workaround here, please.
 

SpillerBD

Well-known Member
Joined
Jul 2, 2014
Messages
2,722
Outlining doesn't apply to a Pivot Table. The Outline function is applied at the Sheet level, sheet Rows and Columns.
A Pivot Table has Outlining built in.

Additionally, a Pivot Table could change shape depending on Filter/Slicer/Data which would invalidate the Outline structure at the Rows or Columns.
 

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