Visual Designer
Aggregate
Use Aggregate to turn detailed rows into a report: revenue by region, orders by customer, or totals for each product. Choose the grouping columns and add the calculations you want in the result.
Build a grouped report
- Connect Aggregate after your source or a Filter.
- Under Group By, select one or more columns that define each group.
- Under Columns to Summarize, choose an action and a column.
- Enter an optional Output Name, then select + Add Action.
- Add more actions as needed. Use the arrow controls to arrange the output measures.
For Sales Orders, group by region, add Sum of revenue, and name it total_revenue. Add Count Rows as order_count to show the number of orders alongside the total.
Select both region and product to produce one row per region-and-product combination. Leave Group By empty to calculate a summary across the incoming rows.
Available actions
| Outcome | Actions |
|---|---|
| Totals and counts | Sum, Count, Count Distinct, Count Rows |
| Typical values and spread | Average, Median, Standard Deviation, Variance, Weighted Average |
| Range | Min, Max, Earliest, Latest |
| Text summaries | First, Last, Concatenate, Count Distinct |
Choose actions that match the column type. Weighted Average also requires a weight column. Concatenate offers a separator field. Count counts populated values in the chosen column; Count Rows counts the rows in each group.
Name the output for the next step
Use readable output names such as total_revenue and order_count. Downstream tools use these resulting columns, so select total_revenue when sorting your grouped report.
A column used as a grouping key is already included in the output. Choose the other columns for measures, then check the result with Preview.
Continue with Sort to put the largest totals first.