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Outline

Navigate

Create 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
GroupSubjectScore
ControlS180
ControlS275
TreatmentS392
TreatmentS488
After
OutlineSubjectScore
v ControlS180
S275
> Treatment2 rowscollapsed

Outline by Column: Group. The Control group is expanded showing its two rows; the Treatment group is collapsed showing a row count.