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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
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  • Working with Inforiver
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    • 4. Adding business logic and formulae
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    • 6. Working with charts
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    • 13. Context awareness
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    • 15. Managing Inforiver Writeback Matrix visuals
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      • Duplicating Writeback Matrix Visuals - Best Practices
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    • Miscellaneous functions
      • FETCH
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    • Measure/Column selection functions
      • GETCOLBETWEENPERIODS
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  • Advanced topics
    • Audit log
    • Backup & restore report config
    • Enterprise themes
    • PowerPoint integration
    • Drill down and roll up in performance mode
  • Infobridge
    • 1. Create bridge
    • 2. Add source to bridge
    • 3. Bridge Interface
    • 4. Manage queries
      • Query transformations
        • Append
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    • 4. Manage sources
    • 5. Insert rows from bridge
    • 6. Insert measure from bridge
    • 7. Manage Integration of visuals
    • 8. Manage Bridges
    • 9. Data transformations
      • Pivot table
      • Group by
      • Add Column
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      • Find and Replace
      • Remove measure
      • Filter rows
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      • Text functions
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    • 10. Integrating forecasts
    • 11. Collaborative adjustments
  • Accessibility shortcut keys
  • Inforiver Reporting Matrix FAQs
  • Inforiver Writeback Matrix FAQs
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.5 - Audit redesign
    • Inforiver Writeback Matrix May 2025 - v4.4.3
    • Inforiver Writeback Matrix April 2025 - v4.4.2
    • Inforiver Writeback Matrix April 2025 - v4.4.
    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
    • Inforiver Writeback Matrix - March 2025 - v4.2
    • Inforiver Writeback Matrix March 2025 - v4.1
    • Inforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export options
    • Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules
    • Inforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface
    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • Using the Group by transformation to aggregate your data
  • Group by with a single measure
  • Group by for multiple measures
  • Group by for multiple dimensions

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  1. Infobridge
  2. 9. Data transformations

Group by

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

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Last updated 4 months ago

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Using the Group by transformation to aggregate your data

We often need to summarize our data to identify metrics like the 'Total number of customers by region' or the 'Average sales per quarter'. You can use the Group by transformation to aggregate measures and summarize your data based on selected dimensions.

Let's look at a classic Employee table to demonstrate how the Group by function works.

Management would want to focus on metrics like the average salary by region or the minimum experience in each department. To capture insights like these, we need to group and aggregate the employee data, as shown.

Let's look at how we can aggregate your planning data with Infobridge.

Group by with a single measure

Let's find the minimum interest rate for each quarter. We need to choose Quarter from the Category dropdown, Minimum from Operations 1 dropdown, and InterestRate from the Values dropdown.

When you click Apply, Infobridge displays the minimum interest rate for each quarter:

Group by for multiple measures

Let's also calculate the average COGS and total sales for each quarter. Click the Add Aggregation link to summarize your data for additional measures.

The summarized data after applying the group by transformation is shown below.

Group by for multiple dimensions

Let's capture more insights by aggregating the same measures for each quarter and country. When you want to summarize your data based on multiple dimension categories, you can select them from the Category dropdown.

The summarized query after applying the group by transformation is shown below.

Sample employee table
Summarized and aggregated data
Group by in Infobridge
Group by configuration
Grouped data for a single measure and dimension
Group by configuration for multiple measures
Grouping multiple measures
Grouping data based on multiple dimensions
Summarized data