Group by

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

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.

Sample employee table

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.

Summarized and aggregated data

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

Group by in 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.

Group by configuration

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

Grouped data for a single measure and dimension

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.

Group by configuration for multiple measures

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

Grouping multiple measures

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.

Grouping data based on multiple dimensions

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

Summarized data