Group by Level

Source Data

This function groups rows or columns to create outline structure using a selection in a single row or column, based on a numeric value starting with 1 as the top level. Please refer to the section “Outline Structures in Excel Data” in the chapter “Concepts Behind TreeWiz” above for more information about outline levels in source data.

Key Steps

To group by node level from your source data, follow the steps below.

Step #

Step Detail


Select the column or row that contains level information. Note the level must begin at 1.


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


Edit the parameters in the Parameters Form that is activated


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


The function will perform


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



Table 3: Group by Level Key Steps


The following dialog / form appears, containing the parameters required to group by node level from your source data.

Figure 26 – Group by Level Parameters Form

The table below describes the parameters in more detail.

Table 4: Group by Level Parameters Description Table

Property Name


Data Type

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.



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