Let's say you have a list of sales with their close 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. It's important to note that grouping your data within Grow is actually a two-step process, which we've outlined below.
Step 1: Choosing your Grouping
Click the Add Transform button, then select Group Data. In the window that pulls up, select the column that contains your date.
Note that Grow will scan the column you've selected to check if it's a date, and if it recognizes the format as a date format, it defaults to selecting the 'Treat as date' checkbox for you. You may still need to manually click the 'Treat as date' button if Grow doesn't do this for you and if you are working with a date column. This 'Treat as date' checkbox gives you other 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.
Step 2: Adding your Aggregation
After you've chosen what you want to group by, you'll need to then tell Grow what data you want to aggregate within that selected grouping. On the right-hand side of the Group Data transform box, hit the '+Add Aggregation' button.
This will bring up two dropdown menus; 'Aggregation Column' where you choose the column you'd like to aggregate by, and 'Aggregate Type' where you choose what type of aggregation to perform on the selected column (sum, count, avg, etc.). You are also able to add multiple aggregations to this one grouping you've chosen. An example might be getting the total amount of sales, but also a total count of sales by the week.
For our example with sales by close date, we'll use our 'MRR' column as the Aggregation Column and do a 'Sum' as our Aggregation Type.
The resulting output appears below where you can see that now our sales are neatly grouped by week, making it better formatted for charting.
If you have any additional questions about how to group within Grow, email firstname.lastname@example.org or chat in from your dashboards.