How To Create Tree Structure In

Excel Spreadsheet

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Example
I want to maintain a list of accounts (Account 1 and Account 2). Each account has
three information, "Account No", "Account type" and "Location". For Account 1, I
have two locations and for account 2, I have two account types. So, the tree
structure would be something like
Account 1--
|-->Account No
|-->Account Type
|-->Location ---
|-> Location 1
|-> Location 2
Account 2 --
|->Account No
|->Account Type --
| |->Account Type 1
| |->Account Type 2
|->Location

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To implement this in Excel
STEP 1: Enter the data in the excel spreadsheet in the following way.

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To implement this in Excel
STEP 2: Select rows 4 - 9

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To implement this in Excel
STEP 3: Click on Data->Subtotals

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To implement this in Excel
STEP 4: Click ‘OK’

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To implement this in Excel
STEP 5: Make the following changes and click ‘OK’

Change to
“Count”
Un-Check this
(if checked)

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To implement this in Excel
STEP 6: Cut row 4 and paste it over row 5

Cut row 4 and

paste it here

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To implement this in Excel
STEP 7: Delete row 6. (You can also delete row 4 if you don’t want
the extra blank line)

Delete this row

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To implement this in Excel
STEP 8: This is the tree format for Account 1. You can collapse or
expand Account 1 by clicking on the “ – “ symbol

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To implement this in Excel
STEP 9: Repeat the same procedure for Account 2 (rows 10 – 15)
and also for “Account 1-> Location” (rows 7 – 9) and
“Account 2 -> Account Type” (rows 12 – 14)

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