The Group By feature in Power BI is used to summarize data based on one or multiple aggregate functions.
With the Group By feature, you can find the average, min, max, count, and other aggregate values for one column. And that will be based on the unique values in other columns.
In this guide, you’ll learn what the Power BI Group by is, why it functions in Power BI, and an example of the group by in Power BI DAX.
First…
The “Group By’ feature in Power BI is used to aggregate data by grouping similar values together. Users are allowed to summarize and analyze data by creating groups based on one or multiple columns.
For instance, sales data can be grouped by region to see total sales per region. The “Group By’ feature helps in creating summarized reports, simplifying complex datasets, and calculating aggregates like sums and averages.
The Power BI Group By feature is found in the Power Query editor. There are two ways of loading the dataset into the Power Query editor.
The window below displays when the Power Query editor opens. Click the “Group By” option in the ribbon.
The Group By window will open.
Group by can also be used to group data using multiple columns. To do that, you’ll have to select the “Advanced” option in the Group By window.
In this illustration, you’ll see how to group average fares by the Pclass (passenger class) and Sex columns. You’re allowed to select one column to use in the Group By feature by default. To add more columns, click the “Add grouping” button. All other options will remain as they were in the previous section.
You’ll see three columns in the output table as shown in the image below. The unique values in the Pclass column are repeated for each of the unique values in the Sex column. The average fare paid by the male passengers traveling in the first class was 67.22. On the flip side, the female passengers from the first class paid an average fare of 106.12.
Group By with Multiple Aggregation Functions.
To group data using multiple aggregate functions, you’ll have to click the “Add aggregation” button in the Group By window. This will add another row of input boxes to enable you to enter the relevant data.
The Group By feature in the image above uses two aggregate functions.
The table summarizes the data. All the rows of data in the original table have generated valuable, actionable data. You can see the average fares paid by different genders in the various classes on the Titanic. You can also see the maximum age of the passengers in these groupings.
Stage 1: Logging in to Power BI
Application Channels | Initial Screening | Conduct Interviews | Employee Onboarding |
Total Candidates
|
Social Media | Short Listed | Final Interview | Hired | 32 |
Social Media | Short Listed | Final Interview | Not Hired | 400 |
Social Media | Short Listed | Knocked Out | 800 | |
Social Media | Knocked Out | 1100 | ||
Company Career Page | Short Listed | Final Interview | Hired | 20 |
Company Career Page | Short Listed | Final Interview | Not Hired | 250 |
Company Career Page | Short Listed | Knocked Out | 500 | |
Company Career Page | Knocked Out | 900 | ||
Events | Short Listed | Final Interview | Hired | 5 |
Events | Short Listed | Final Interview | Not Hired | 100 |
Events | Short Listed | Knocked Out | 200 | |
Events | Knocked Out | 350 | ||
Paper Media | Short Listed | Final Interview | Hired | 3 |
Paper Media | Short Listed | Final Interview | Not Hired | 80 |
Paper Media | Short Listed | Knocked Out | 135 | |
Paper Media | Knocked Out | 700 | ||
Employee Referrals | Short Listed | Final Interview | Hired | 10 |
Employee Referrals | Short Listed | Final Interview | Not Hired | 70 |
Employee Referrals | Short Listed | Knocked Out | 80 | |
Employee Referrals | Knocked Out | 110 | ||
Direct | Short Listed | Final Interview | Hired | 25 |
Direct | Short Listed | Final Interview | Not Hired | 150 |
Direct | Short Listed | Knocked Out | 425 | |
Direct | Knocked Out | 600 |
“Power BI Group By” in data analysis aggregates data into categories. This enables summary statistics like averages and sums. It simplifies large datasets and makes it easy to analyze and visualize key insights.
Yes, “Power BI Group By” can be used to create charts and visuals. It’s done by aggregating data into categories.
Yes, “Power BI Group By’ is useful for trend analysis. It allows the aggregation of data by time periods or categories. This will, in turn, help highlight trends and patterns over time for clearer insights.
Power BI Group By aggregate data into categories, and summarizes metrics like sums or averages. It simplifies analysis by organizing data, supports effective trend visualization and reporting, and enhances clarity.
The Power BI Group By feature is the best for data (or business) analysts who will be handling large datasets. It helps them consolidate information and interpret large datasets.
The creation of customized reports is another benefit of using the Group By feature. With the Group By feature, you can focus on specific aspects of your data. It also helps present a clearer picture of your data. This will, in turn, reduce clutter, and highlight significant trends and comparisons.
Now you know what the Power BI Group By feature is all about, what kind of data will you be analyzing with it?