Let's say you have a list of sales with the purchase price, and the date. Visualizing all the sales as is could lead to a messy and chaotic graph. It would be easier to understand if you could group them into sales by week or month.
This is easy to do with the Group Data transform button.
Click the Group Data button and then select the column that contains your date.
Click the 'Treat as date' button. This gives you date specific features.
Additional 'Treat As Date' Functionality
Here are some additional options you have when treating your grouping as a date.
Week starts on Monday (Only available when grouping by Week)
If your company tracks their weeks starting on Monday, this option will set the week to that schedule.
Fill missing dates
If you data skips or doesn't return days without data, such as a day on a weekend without sales, you can check this box to fill in those missing dates.
Fill to/from today
This option will appear when you select the Fill Missing Dates box. Check this box to fill in the dates to the present day. This is good for making metrics dynamic.
Auto fill blanks with 0
This option will appear when you select the Fill Missing Dates box. The default behavior when filling in dates is to fill in the date only, and leave the row blank. But if you know that filled in dates should be 0, check this box.
Finally add your aggregation and pick the column you are aggregating. This is usually a revenue column and the aggregation is Sum. Click Done.
Now your date is neatly grouped by date, with a summarize total.
If you have any questions, please chat in, we are happy to help.