Outline
NavigateCreate expandable and collapsible row groups based on unique values in a selected column, letting you browse data by category without permanently reshaping or modifying it. Outline is a presentation-only feature -- the underlying data remains exactly as it was, but rows are visually organised into collapsible sections for easier navigation.
When to Use
- You want to scan data by category (e.g., Treatment, Region, TimePoint, BatchID) without changing the underlying data structure or losing any rows.
- You are reviewing patterns within specific groups and want to collapse other groups to reduce visual clutter and focus on the subset of interest.
- You need to temporarily focus on one subset of the data at a time while keeping the full dataset intact and available for analysis.
- You want a quick overview of how many rows belong to each category before deciding on a filter or aggregation strategy.
Required Inputs
- Outline by Column -- choose the column whose unique values define the row groups. Each distinct value in this column becomes a collapsible section header in the grid.
What Changes
- Data values are unchanged. The outline affects only the grid presentation and navigation, not the stored data. Any subsequent analysis or export uses the full unmodified dataset.
- Rows are displayed in expandable/collapsible groups organised by each unique value in the selected column. Click a group header to expand or collapse it.
- Collapsed groups show a summary indicator (e.g., "N rows") so you can see the group size at a glance without expanding.
Common Pitfalls
- Columns with many unique values (e.g., a patient ID column with hundreds of entries) create too many small groups, making the outline hard to navigate. Choose a categorical column with a manageable number of levels.
- Outline is not an aggregation. Repeated or duplicate rows within a group remain as they are -- they are simply grouped visually. If you need to collapse rows into summaries, use Group & Aggregate instead.
- The outline grouping is temporary and will be cleared if you apply a different data operation. It is a navigation aid, not a persistent transformation.
Example: Before & After
Before
| Group | Subject | Score |
|---|---|---|
| Control | S1 | 80 |
| Control | S2 | 75 |
| Treatment | S3 | 92 |
| Treatment | S4 | 88 |
→
After
| Outline | Subject | Score |
|---|---|---|
| v Control | S1 | 80 |
| S2 | 75 | |
| > Treatment | 2 rows | collapsed |
Outline by Column: Group. The Control group is expanded showing its two rows; the Treatment group is collapsed showing a row count.