Version
    Group by

    The Group by step bundles rows with the same values and adds summary columns (counts, sums, averages, first/last, etc.) so you can make quick reports without formulas.

    Parameters

    • Group by (key columns): choose zero or more columns that define each group. Leave empty to aggregate the whole data set into one record. Each column can be used only once.

    • Sort order: configure the sorting direction. The choices will depend on the data type:

      • For numeric columns (integer and decimal) select either Smallest to largest (ascending) or Largest to smallest (descending order).

      • For string columns select either A-Z (ascending) or Z-A (descending).

      • For date columns select Oldest to newest (ascending) or Newest to oldest (descending).

      • For boolean columns select either False first or True first.

    • Aggregations: add the summary columns you need. For each:

      • Source column: pick a compatible column. The list is filtered based on the chosen function. Count needs no column.

      • Aggregation function: See the table below for available functions and what they do.

    Function What it returns Compatible column types

    Count

    Number of rows (includes empty values).

    None (no column needed)

    Count non-empty

    Number of non-empty values (ignores empty cells).

    Any

    Count unique

    Number of distinct non-empty values.

    Any

    Average

    Average of non-empty numeric values.

    Integer, decimal

    Minimum

    Lowest non-empty value.

    Integer, decimal, date, string

    Maximum

    Highest non-empty value.

    Integer, decimal, date, string

    Sum

    Sum of non-empty numeric values.

    Integer, decimal

    Median

    Median of non-empty values.

    Integer, decimal, date

    Standard deviation

    How spread out the non-empty numeric values are.

    Integer, decimal

    Mode

    Most common non-empty value.

    Any

    First

    First value in the group (after sorting).

    Any

    First non-empty

    First non-empty value in the group.

    Any

    Last

    Last value in the group (after sorting).

    Any

    Last non-empty

    Last non-empty value in the group.

    Any

    Empty strings count as empty values.

    Examples
    Summarize revenue by country and year

    To analyze yearly sales, group by Country and Year. Add aggregations for Sum of Revenue and Average of Order value. The output will have one row for each country/year combination with total and average revenue.

    960

    The output will look like this:

    960
    Remarks

    • Output columns are ordered: all key columns first (in your order), then aggregations (in the order added).

    • With no keys, the step still outputs one record. Count functions return 0 on empty input.

    • Empty strings count as empty values. If a key column is empty or has an error, those rows are grouped together in their own group.

    • When sorting by key columns, rows with errors in the key sort first (errors are treated as the lowest values).

    960

    • Input is sorted by key columns before aggregation.

    Area Behavior

    Key columns

    Empty strings and nulls are grouped together. Cells with an error in a key column are grouped together and sort first so you can see those records.

    Aggregated columns

    Error values are skipped. If everything in a group is empty or error, the aggregation returns an empty value (not an error).

    Output order

    Key columns first, then aggregations; data is sorted by key columns before aggregation.
    See also