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How To Create Tree Structure in Excel Spreadsheet

The document provides steps to create a tree structure in Excel to organize account information. It involves entering account data in rows, selecting the rows, using the Subtotals function to generate subtotals, making configuration changes, and repeating the steps to expand the tree structure for different levels like accounts and their locations or types. The tree structure allows expanding and collapsing different levels to view the organized account information.

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296 views11 pages

How To Create Tree Structure in Excel Spreadsheet

The document provides steps to create a tree structure in Excel to organize account information. It involves entering account data in rows, selecting the rows, using the Subtotals function to generate subtotals, making configuration changes, and repeating the steps to expand the tree structure for different levels like accounts and their locations or types. The tree structure allows expanding and collapsing different levels to view the organized account information.

Uploaded by

nagushankar8840
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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How To Create Tree Structure In

Excel Spreadsheet

http://mairembam.blogspot.com
Example
I want to maintain a list of accounts (Account 1 and Account 2). Each account has
three information, "Account No", "Account type" and "Location". For Account 1, I
have two locations and for account 2, I have two account types. So, the tree
structure would be something like
Account 1--
|-->Account No
|-->Account Type
|-->Location ---
|-> Location 1
|-> Location 2
Account 2 --
|->Account No
|->Account Type --
| |->Account Type 1
| |->Account Type 2
|->Location

http://mairembam.blogspot.com
To implement this in Excel
STEP 1: Enter the data in the excel spreadsheet in the following way.

http://mairembam.blogspot.com
To implement this in Excel
STEP 2: Select rows 4 - 9

http://mairembam.blogspot.com
To implement this in Excel
STEP 3: Click on Data->Subtotals

http://mairembam.blogspot.com
To implement this in Excel
STEP 4: Click ‘OK’

http://mairembam.blogspot.com
To implement this in Excel
STEP 5: Make the following changes and click ‘OK’

Change to
“Count”
Un-Check this
(if checked)

http://mairembam.blogspot.com
To implement this in Excel
STEP 6: Cut row 4 and paste it over row 5

Cut row 4 and


paste it here

http://mairembam.blogspot.com
To implement this in Excel
STEP 7: Delete row 6. (You can also delete row 4 if you don’t want
the extra blank line)

Delete this row

http://mairembam.blogspot.com
To implement this in Excel
STEP 8: This is the tree format for Account 1. You can collapse or
expand Account 1 by clicking on the “ – “ symbol

http://mairembam.blogspot.com
To implement this in Excel
STEP 9: Repeat the same procedure for Account 2 (rows 10 – 15)
and also for “Account 1-> Location” (rows 7 – 9) and
“Account 2 -> Account Type” (rows 12 – 14)

http://mairembam.blogspot.com

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