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Amber_Rose92
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Joined Sep 11, 2023
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Grouping a WBS in Excel Automatically - Can it be done?
Hi All, This is for Excel 2016 - we haven't yet upgraded to 365. I need some help with grouping rows of data in Excel for a WBS I am working on. The WBS spreadsheet has multiple columns with one column being titled "WBS Level" where I have manually entered in what level the data matches to. We count the characters in between the dots as our levels - IE; TST.XXX is considered level 2 with the Project Parent Level (Top Title) considered level one (TST by itself). Our data goes down to level 8, with 685 rows of data in total. Some do not go all the way down to level 8, some are just parent levels etc. I already have the levels assigned, I just need to group them. Manually grouping is a nightmare and time consuming, I find that if you try to group within a parent multiple times (ie; you have a level 3 through to 8 in one parent), it breaks and can't group properly. When I filter by level and highlight all rows and click group - it has grouped all of the levels underneath as well. I want to be able to click the 1 through to 8 little quick buttons next to the sheet columns. Our company has macros and other developer tools locked down for security purposes - meaning I've been trying to either do it via a function/formula, or manually with little success. Ideally we wouldn't use Excel for WBS, but that currently isn't an option. An example of what one area looks like: Scope WBS Level WBS ID WBS Element Title B1 2 TST.XXX Build Scope Target Cost Estimates B1 3 TST.XXX.01 Build Scope - XXX 01 B1 4 TST.XXX.01.00 XXX 01: Milestones and Events B1 5 TST.XXX.01.00.01 XXX 01: Milestones and Events - Key Milestones B1 5 TST.XXX.01.00.02 XXX 01: Milestones and Events - Project Milestones B1 6 TST.XXX.01.00.02.01 XXX 01: Milestones and Events - 1 B1 6 TST.XXX.01.00.02.02 XXX 01: Milestones and Events - 2 B1 6 TST.XXX.01.00.02.03 XXX 01: Milestones and Events - 3 B1 6 TST.XXX.01.00.02.04 XXX 01: Milestones and Events - 4 B1 6 TST.XXX.01.00.02.05 XXX 01: Milestones and Events - 5 B1 6 TST.XXX.01.00.02.06 XXX 01: Milestones and Events - 6 This continues for the entire WBS. Can I be saved? Can I do an automatic grouping, or am I limited in my ability to group properly by level and need to use Data filtering as the fix? I had posted this already in answers.microsoft.com with no success. Thanks gang!2.7KViews0likes2Comments
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