Group by Character Padding

Source Data

This function groups rows or columns to create outline structure using a selection in a single row or column, based on the character padding as indication of the outline level. Please refer to the section “Outline Structures in Excel Data” in the chapter “Concepts Behind TreeWiz” above for more information about character padding in source data.

Key Steps

To group your source data based on Lead Characters / Character Padding, follow the steps below.

Step #

Step Detail

1

Select the column or row that contains Lead Characters / Character Padding

2

Click on the “Group by Lead Char” button in the TreeWiz Ribbon Menu

3

Edit the parameters in the Parameters Form that is activated

4

Click on “OK’ to perform the function or “Cancel” to exit

5

The function will perform

6

Click on “Cancel” or the form close icon to close the form.

7

  

Table 11: Group by Character Padding Key Steps

Parameters

The following dialog / form appears, containing the parameters required to group your source data based on Lead Characters / Character Padding.

Figure 30 – Group by Character Padding Parameters Form

The table below describes the parameters in more detail.

Table 12: Group by Character Padding Parameters Description Table

Property Name

Description

Data Type

Function Parameters

Leading Character

The string that is added to the beginning of each cell to indicate outline structure

String

First Row is Indented

Considers that the first row may be indented or not

Boolean (Check Box)

Excel Outline Settings

Treat levels > 8 the same as level 8

Excel only supports 8 levels, from 1 to 8. If you have more than 8 levels, there are two options:

  1. Treat all levels above 8 as if they were level 8, which means that all are grouped in at the same level
  2. Ignore levels above 8 and exclude them from the outline structure

Checkbox (True or False)

Start with roll-up direction set as top/left

Excel’s built-in outline controls can be positioned at the top of a group (i.e. aligned with the parent row), or at the bottom, aligned with the last child row. The native default for Excel is bottom, but TreeWiz default is top, because this is more natural from an outlining perspective

Checkbox (True or False)

Source Range

Source Range Address

The source range for this function will be detected as the current active selection when the function is invoked.

The address is shown to the right of the Refresh button.

This source range can be changed after function invocation.

n/a

Refresh

Click on the “Refresh” button to update the source selection.