Users love how customizable and powerful Grow is, but many of our customers don't want to touch any kind of SQL. Grow's transform buttons in Edit Metric let you filter, group, sum, and trim with ease.
Here is a brief overview of what each button does, going left-to-right.
Remove Columns: This allows you to select which columns you want displayed. This can be particularly helpful when you have dozens of columns and want to focus on two or three at a time.
Calculated Columns: Calculated columns allows you to do math between two or more fields, change the format of a date, or extract a substring to display valuable information on your table charts. Check this article out to learn more.
Filter Data: Here you can select a specific column, and filter the information based on the data. Incredibly helpful to show data containing a specific keyword, or remove data that is not within a certain range.
Group Data: This button lets you immediately aggregate grouped data from certain cells within your report. This is great for grouping data by week or month.
Pivot Table: Pivot tables take your data and combine different factors on your data and display it in a new table. It can sort, count, unique count, average, or find the min or max of your data. This gives you a lot of flexibility and analytical power to extract the significance from detailed data sets. Learn more here on how to use pivot tables.
Sort Data: You can sort all of the data from the report based on a specific column. Ascending and Descending by number or alphabet.
Sum, Count, Average, Min, Max: this one is pretty self explanatory. You can perform these actions based on a column of your choosing.
Now we'll take a look at how to use each function.
NOTE: Calculated columns and pivot table will not be addressed in this section, since they are a little more detailed and technical to explain. You can find more details on calculated columns here and pivot tables here.
With your data, you may want to remove a few columns to make the data easier to look at.
Click the Remove Column button. This will bring up a list of all of the columns in your data.
Instead of choosing columns to delete, you'll choose the ones you want to see. All the columns are automatically checked when you first open up this window.
The filter button lets you filter for certain things in your data. In my example, I want to see purchases that were over $150 on my website.
Go ahead and click the Filter button.
In the window that pulls up, click the blue Add Filter button. Here, we can select what column we want to filter and how we want to filter it.
There are three fields: Column, Operator, and Value.
The Column field is clearly to choose what column you would like to filter on. You use the Operator and Value fields to filter out any information that you don't want to see.
So for my example, I choose the column
Purchase in the column field. My operator is
Greater than and I set the value at
150. This then filters out any data where the purchase was less than $150.
And that's it for filtering!
One note: if the column you choose to filter on is a column with dates, be sure to check the "Treat as a date" checkbox below the column field. This will make sure that you get the right operators and values.
Now that I have purchases above $150, I want to see the sum of money for each week's purchases.
First click the "Group Data" button.
First, we'll select the column we want to group by. Press the blue Add Column button. I want to group my data by week, so I'll select the
Date column and check the box labeled
Treat as a date. Once I've done that, it defaults to grouping by day, so I'll change that to
If you want to add more columns, you can always press the blue Add Column button.
Now I need to add an aggregation, which tells the system how to group the data that you want to see.
Go ahead and press the blue Add Aggregation button. In the Aggregate Type field, you'll find some basic functions: Sum, Count, Average, Min, and Max. We'll pick
Sum for our example.
Once you've picked an aggregation type, pick the column that you want that aggregation to apply to. I want to see the sum of all the purchases made, so I'll choose the
This will give me the sum of purchases for each week in my data.
Once you're done, press the blue Done button.
If you want to sort your data, by date, by amount of money, in alphabetical order, the Sort button is here to help.
Go ahead and click on the Sort button.
On the window that pulls up, you can choose what column to use to sort your data. After you've chosen a column, choose whether it should be ascending or descending order, then press the blue Done button.
Sum, Count, Avg functions
Sum, Count, Avg, Min, Max button will add another column where you can see the sum, count, average, min, or max value for one of the columns you choose.
Go ahead and click on the
Sum, Count, Avg, Min, Max button.
This will bring up a window where you can add some sort of aggregation to a column. First, choose your aggregation.
Once you've done that, you will see another field where you can choose what column to apply that to.
If you want to use further aggregations, just press the blue Add Aggregation button.
And that's it!
If you do need to use Master SQL or SQL with the transform buttons (also called Slice and Dice tools), more info can be found here.
Questions about the transform buttons? Email us at email@example.com or chat in on the site.