Group by transformations

Learn how to aggregate and summarize detailed reports with the Group by transformation.

Configure Group by transformations#

Use Group by transformations to summarize data and calculate aggregated metrics such as totals, averages, minimum values, and maximum values. Group by transformations aggregate measures based on selected dimensions to create summarized datasets for analysis and reporting.

For example, Group by can calculate metrics such as average salary by region, total sales by quarter, or minimum experience by department.

Sample data#

The following sample data set is used for the examples in this article.

Sample employee table:

Employee ID	Department	Region	Salary	Experience
Employee_7916	Operations	North America	86907	12.4
Employee_9890	Operations	North America	88255	2.0
Employee_2263	Sales	North America	37957	3.0
Employee_7835	Marketing	North America	112324	10.5
Employee_5774	HR	North America	105082	6.4
Employee_9297	IT	EMEA	65848	11.9
Employee_5061	Operations	EMEA	62345	5.6
Employee_6237	Operations	EMEA	91959	6.8
Employee_1004	HR	EMEA	57706	13.6
Employee_2950	Finance	APAC	114873	14.4
Employee_8722	Marketing	APAC	51200	9.2
Employee_8165	Marketing	APAC	113498	6.6
Employee_2388	IT	APAC	58881	14.0
Employee_6852	Operations	APAC	64887	10.8
Employee_7678	Operations	APAC	87371	2.5

Summary of aggregated data:

Region	Avg Salary	Headcount
North America	86105	5
EMEA	69464.5	4
APAC	81785	6

Open Group by#

Open Group by from the Transform ribbon to configure aggregations and summarize data.

Configure Group by for a single measure#

Use a single aggregation to summarize one measure by a selected dimension.

Open Group by.
Select Quarter from the Category dropdown menu.
Select Minimum from the Operations dropdown menu.
Select InterestRate from the Values dropdown menu.
Select Apply.

The results display the minimum interest rate for each quarter.

Configure Group by for multiple measures#

Use multiple aggregations to summarize more than one measure within the same transformation.

Open Group by.
Select Quarter from the Category dropdown menu.
Configure the first aggregation: Minimum for InterestRate
Select Add Aggregation.
Configure the second aggregation: Average for COGS.
Select Add Aggregation again.
Configure the third aggregation: Sum for Sales

Select Apply.
The results display aggregated values for all configured measures.

Configure Group by for multiple dimensions#

Use multiple dimensions to create more detailed aggregations.

Open Group by.
Select multiple dimensions from the Category dropdown menu. For example,
- Country
- Quarter
Configure the first aggregation. For example:
- Maximum for InterestRate
Configure other aggregations. For example:
- Sum for Sales
- Average for COGS
Select Apply.

The results display aggregated measures for each dimension combination.