Friday, May 25, 2012

How to group the rows in MS Excel so that the group header is the top row

Check new series of the articles. Review and user experience on test management systems. Functionality and usability.
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Know hot to create awesome and effective check-list in MS Excel in three steps.

A lot of test engineers keep their workouts in MS Excel. That's easy and fast and all the tests can be easily converted to any other TCMS if your table schema (aka logical schema) is well-designed. One of the best features of Excel which helps a lot of engineers to make their life better is row and column grouping. Using such the feature you may build the visual structure of your test project and collapse and expand certain parts depending on whether you require them. That should look like it is shown on the picture.
Row grouping in Excel with the top row is the header of the group

So that's not the secret how to group the rows. You should switch to data tab, select the rows you'd like to group and click Group button. However the default excel settings cause certain inconvenience. The group headers in such the case are the bottom row of your selected row set. But lets see how to make the header to be at the top.
First when you're starting to design the table, set the cursor to not formatted cell. You have to add new button. Do that using the control as it is shown on the picture. Choose 'More commands...' option.
Control to ad new buttons to MS Excel
After you have done it, you should see the dialog of the controls management. Switch the button set to 'Data Tab'
There you should find the control show at the picture below and add it using 'Add>>' button so that it gets to the right-hand list.
So, once it is added, click it
You should see the configuration dialog. Uncheck 'Summary rows below detail' check-box. Click Ok.
That's it. You can now group the rows so that the top one is the group header.