Group by Outline Id

Source Data

This function groups rows or columns to create outline structure a using a selection in a single row or column, based on a delimited outline id, for example A.1.03.999. The nodes can be any text value. Please refer to the section “Outline Structures in Excel Data” in the chapter “Concepts Behind TreeWiz” above for more information about outline Id’s in source data.

Key Steps

To group your source data by Outline Id, follow the steps below.

Step #

Step Detail

1

Select the column or row that contains Outline Id information.

2

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

3

Edit the parameters in the Parameters Form (see section below)

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 5: Group by Outline ID Key Steps

Parameters

The following dialog / form appears, containing the parameters required to group your source data by Outline Id.

Figure 27 – Group by Outline ID Parameters Form

The table below describes the parameters in more detail.

Table 6: Group by Outline ID Parameters Description Table

Property Name

Description

Data Type

Function Parameters

Delimiter

String that separates the lobes in the outline id

String

Alternate Delimiter

Second delimiter

String

Ignore 0

Some outline ID schemes include a “0” in the parent id of a set of children. E.g. the parent of 2.1, 2.2 and 2.3 is given as “2.0”. If your source data has this setup, check this box.

Boolean (Check box)

Ignore first x characters

If you want to skip over a constant number of characters

Integer

Ignore after characters

If the outline id is the first part of a longer string, e.g. a paragraph header or a name, then enter the character string that separates

  

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.