Browse documentation

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

  1. Connect Aggregate after your source or a Filter.
  2. Under Group By, select one or more columns that define each group.
  3. Under Columns to Summarize, choose an action and a column.
  4. Enter an optional Output Name, then select + Add Action.
  5. 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

OutcomeActions
Totals and countsSum, Count, Count Distinct, Count Rows
Typical values and spreadAverage, Median, Standard Deviation, Variance, Weighted Average
RangeMin, Max, Earliest, Latest
Text summariesFirst, 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.