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Google Sheetsspreadsheet~8 mins

Row and column grouping in Google Sheets - Dashboard Guide

Choose your learning style9 modes available
Dashboard Mode - Row and column grouping
Goal

Help a small business owner quickly see monthly sales totals and hide details when not needed.

Sample Data
MonthProduct AProduct BProduct CTotal Sales
January12080100=SUM(B2:D2)
February15090110=SUM(B3:D3)
March13085105=SUM(B4:D4)
April14095115=SUM(B5:D5)
May160100120=SUM(B6:D6)
Dashboard Components
  • Sales Data Table: Shows monthly sales for each product and total sales. Formulas in column E calculate total sales per month using =SUM(B2:D2) and so on.
  • Row Grouping: Group rows 2 to 6 (January to May) so the user can collapse or expand all months at once to hide or show details.
  • Column Grouping: Group columns B to D (Product A, B, C) so the user can collapse or expand product details and only see total sales if desired.
  • Monthly Total Sales Chart: A simple bar chart showing total sales per month (data from column E).
Dashboard Layout
+----------------------------+
| Sales Data Table           |
| +------------------------+ |
| | Month | Prod A | Prod B | |
| |       | Prod C | Total  | |
| +------------------------+ |
|                            |
| [Row Group: Months 2-6]    |
| [Col Group: B-D Products]  |
|                            |
| Monthly Total Sales Chart   |
+----------------------------+
Interactivity

The user can click the small plus/minus icons next to the row numbers to collapse or expand all monthly rows (January to May). This hides or shows the detailed sales per product.

Similarly, the user can click the plus/minus icons above columns B to D to collapse or expand product columns. When collapsed, only the Month and Total Sales columns remain visible.

The chart updates automatically to reflect the visible data.

Self Check

Try collapsing the product columns (B to D). Which columns remain visible? What happens to the total sales column?

Try collapsing the monthly rows (2 to 6). What happens to the sales data table? Does the chart still show monthly totals?

Key Result
Dashboard showing monthly sales with row and column grouping to hide or show product details and monthly data.