How can I create a drill down in excel? RRS feed

  • Question

  • Without using a Pivot table (to much non-numeric data to display) how can I simple use the (+) and the (-) to hide and unhide rows in a report.  Normally all of the rows in a report would contain (+) if there are lower level records.  A blank would indicate no lower level data, and a (-) would be used to allow collapse back to the summary level.

    A simple accounting example that would start with a High Level Account "ASSETS" which would have a (+) on the left column.

    When clicking on the (+) a "routine" would "unhide" all rows until it encountered another (+).

    This would hide or unhide the detailed accounts of ASSETS.  Most of the explorer type listings of data used this to allow only summary records to be displayed, but can be expanded as needed on each summary account.

    If this were to be multi-level, then the pluses would be visible at the next level down, indicating more data.  To make sense of this each of the data lines would be positioned as indents to show the hierarchy.


    Tuesday, August 16, 2016 6:45 PM