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:
|
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. |
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