S
Simpleasyty

Grouping Aggregation

When grouping is active , you can apply aggregation functions to individual columns to control how values are summarized inside each group.

COLUMNS

For example, you can group first by Region, then by Sales Rep, then by Product. Aggregations are calculated independently at each grouping level.

In group rows, columns with an aggregation display their summarized value. Columns that are neither grouped nor aggregated are hidden in the group header row to avoid misleading output.

How grouped summaries work

Region Sales Rep Product

Each grouping level calculates independently. Add an aggregation to a column to show its summary in every relevant group row.

Columns that are neither grouped nor aggregated are left out of group rows, so readers do not mistake a detail value for a group summary.

Add a group summary

First create the group in the table preview, then choose the summary for the column you want to measure.

1

Enable Grouping

In the Display tab, turn on Grouping so the preview can group columns.

2

Create the group

In the table preview, click the group icon in the header of the column you want to group by. Repeat with another header to add another grouping level.

3

Open the metric column

Switch to the Columns tab and click the column whose values you want to summarize.

4

Choose Grouping aggregation

In Aggregations, select a function from the Grouping aggregation menu. The choices depend on the column type. The preview updates immediately; save or publish the page when you are done.

Choose the function that fits the column

The choices adapt to the column type, so you only see calculations that make sense for that data.

Function Use it for
Any columnMeasure records or unique values.
Count 42 rows → 42 Counts the rows in the group.
Count distinct Ana, Ken, Ken, Maya → 3 Counts unique, non-blank values.
Number columnsCalculate a numerical summary.
Sum 120, 80, 50 → 250 Adds numeric values; blanks are ignored.
Average 4.6, 4.9, 4.0 → 4.5 Calculates the arithmetic mean.
Minimum / Maximum 7, 3, 5 → 3 / 7 Returns the smallest or largest value.
Enum columnsDescribe the values in a category.
Values Open, In progress, Done Lists the values represented in the group.
Mode In progress, Blocked, In progress → In progress Returns the most frequent value.

Compare regional pipeline without losing the detail

A sales team groups opportunities by Region, then Sales Rep and Product.

Before
Each region contains a long list of opportunities. It is hard to see the total value before opening the rows.
After
The team adds a Sum aggregation to Opportunity value. Every group row now shows its total while individual opportunities remain available below it.