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Data Grouping

Grouping workbook data against a chosen column offers a powerful way to reorganize and understand your information from different angles. Instead of just seeing a flat list of entries, you can create a hierarchical view where rows with the same value in your selected column are brought together. This aggregation allows you to analyze trends, summaries, and patterns specific to those groups.

To ensure optimized performance, only datasets with less than 10,000 records is allowed for Data Grouping.

Data Grouping allows you to dynamically organize your information based on a chosen common attribute, transforming lengthy lists into easily navigable, hierarchical structures. You can group up to three columns at a time. Grouping a column reveals summary rows for each group, making it easier to analyze patterns and totals within sections of the data.

For numeric columns, the following aggregation options are supported:

  • Average, Sum, Standard Variation, Range

  • Minimum, Maximum, Median

  • Count, Unique Count

  • Most Frequent, Least Frequent

  • Percent Filled, Percent Empty, Percent Unique

For non-numeric columns, a limited set of aggregations is available:

  • Most Frequent, Least Frequent

  • Percent Filled, Percent Empty

  • Percent Unique

Once an aggregation is selected, it is automatically applied to each group under that column, allowing users to see consistent summaries at the group level.

[NOTE]

DataGOL recommends to group by columns that have distinct or categorical values (such as status, department, or region) to ensure meaningful groupings.

For example, suppose your Sale Workbook has the following columns:

  • Sales Region: (e.g., North, South, East, West)

  • Sales: (the monetary value of each sale)

  • Profits: (the profit margin for each sale)

  • Transaction Date: (the date the sale occurred)

Now, if you choose to group by Sales Region, the workbook's display would transform. Instead of showing individual sales records in a long list, you would see something like this:

Sales RegionSalesProfitsTransaction dates
North Region$XX,XXX$YY,YYYDD/MM/YY, DD/MM/YY
Southern Region$AA,SS$BB,BBBDD/MM/YY, DD/MM/YY
Western Region$CC,AA$CC,BBBDD/MM/YY, DD/MM/YY
Eastern Region$DD,AA$CC,BBBDD/MM/YY, DD/MM/YY

Grouping the workbook data​

  1. On the Home page, from the left navigation panel, click Workspace and from the list of workspaces, open the workspace where the workbook that you want to edit is located.

  2. Click the Workbook tab and select the required workbook.

  3. Click the Group button from the top right. The Add group box is displayed.

  4. Select a column from the current workbook to group the data and click Save. The workbook data is now re-organized and grouped around the selected column.