Mastering Excel: Alter Hierarchy Lines in a Flash

Ever found yourself wishing you could customize the way your data is presented in Excel? One way to do this is by changing hierarchy lines, also known as outline levels. This can help you group and display your data in a more readable and organized manner. Let's dive into how you can do this.

Change the Gridline Color in Excel Spreadsheets - 2 Ways!
Change the Gridline Color in Excel Spreadsheets - 2 Ways!

Before we start, ensure you have the data you want to format in a table. If not, you can convert your range into a table by selecting any cell in the range, clicking on the 'Home' tab, and then 'Format as Table'.

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Excel Pro Trick: How to Add a Target line in Excel Charts - Make Target Line Charts Quickly

Understanding Hierarchy Levels

Hierarchy levels in Excel are like chapters and sections in a book. They help you organize your data into a clear, logical structure. Excel has 8 levels of hierarchy, represented by numbers (1-8) and symbols (--, -).

the advanced excel chart sheet is shown in green and has instructions on how to use it
the advanced excel chart sheet is shown in green and has instructions on how to use it

Here's a quick breakdown:

  • 1: No line (or a horizontal line)
  • 2: One dash (-)
  • 3: Two dashes (--)
  • 4: One dot (.)
  • 5: One dot and one dash (. -)
  • 6: Two dots (..)
  • 7: One dot and two dashes (. --)
  • 8: Three dashes (---)
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How to Sort Names Alphabetically in Excel

Changing Hierarchy Levels

Now that you understand hierarchy levels, let's see how to change them.

First, select the cells you want to format. Then, go to the 'Home' tab, click on 'Format', and select 'Format as Table'. In the 'Create Table' dialog box, ensure the correct range is selected and check the 'My table has headers' box if your table has a header row. Click 'OK'.

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How to Create a Line Chart in Excel

Using the 'Group' and 'Ungroup' Features

Once your table is created, you can group and ungroup rows or columns to change hierarchy levels. Select the cells you want to group, then click on the 'Group' button in the 'Styles' group on the 'Home' tab. To ungroup, select the grouped cells and click on 'Ungroup'.

You can also use the 'Collapse' and 'Expand' buttons to collapse or expand groups. This is particularly useful when you want to hide or show details in your data.

a computer screen with an arrow pointing to the text boss how did you make this org chart?
a computer screen with an arrow pointing to the text boss how did you make this org chart?

Formatting Hierarchy Levels

Now, let's look at how to format hierarchy levels to make your data stand out.

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Select the cells you want to format, then go to the 'Home' tab, click on 'Format', and select 'Format as Table'. In the 'Format as Table' dialog box, click on 'Options'. In the 'Table Styles Options' dialog box, you'll see options to format hierarchy levels.

Formatting Outline Levels

Here, you can change the font, fill color, and border color for each hierarchy level. You can also choose to show or hide outline symbols. Select the hierarchy level you want to format, then choose the formatting you want to apply.

Remember, changes you make here will apply to all tables in your workbook with the same table style. If you want to apply unique formatting to a specific table, you'll need to create a new table style.

Formatting Banded Rows

Banded rows help you distinguish between groups of data. In the 'Table Styles Options' dialog box, you can choose to show or hide banded rows. You can also change the fill color for banded rows.

To apply banded rows to your table, select the cells you want to format, then go to the 'Home' tab, click on 'Format', select 'Format as Table', and click on 'Options'. In the 'Table Styles Options' dialog box, check the 'Banded Rows' box and choose the fill color you want to use.

And there you have it! You've now learned how to change hierarchy lines in Excel. This can greatly improve the readability and organization of your data. Happy formatting!