Data TransformationAggregation & GroupingBeginner

Aggregate Data by Column

Infoveave Data Automation — Aggregation & Grouping

Every unique value in your group column becomes one row. Every number gets summed, averaged, or counted. Automatically.

Your source systems record every transaction, event, or sale as its own row. But your dashboards need totals per region, averages per product, counts per category. Aggregate Data by Column runs that GROUP BY logic automatically inside your workflow — replacing the SQL query or Excel pivot someone was rebuilding by hand every reporting cycle.

Input:Tabular (long-format with repeating category values)Output:Tabular (one summary row per unique group)

What Aggregate Data by Column does

Group rows by any column and apply sum, average, or count inside your Infoveave workflow. Automates the data aggregation step analysts used to handle in SQL GROUP BY or Excel pivot tables.

When to use Aggregate Data by Column

  • You need total sales, average order value, or count of transactions grouped by category, region, product, or any other column
  • Your reporting layer expects one summary row per entity but your source exports one transaction row per event
  • You want to collapse a flat export into grouped summaries before feeding data into a dashboard or the next workflow step
  • You are building automated KPI reports where the groups change as new categories appear in the data

When to avoid it

  • Your data is already at the right grain — aggregating again will produce misleading totals
  • You need to reshape columns rather than summarize rows — use Pivot Columns for that
  • You need to group by a date period rather than a category column — use Aggregate Data by Time instead

Where it fits in your Infoveave automation

Aggregate Data by Column is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.

ConnectRead CSV, Excel, database, or API data into Infoveave
PrepareFilter, clean, and remove duplicates as needed
You are hereAggregate Data by ColumnGroup rows by category and apply sum, average, or count
ReshapePivot the aggregated result for cross-tab reports if needed
AutomateSchedule the workflow to run on a trigger or recurring cadence

Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.

Infoveave — Workflow Builder
● SavedSchedule: Daily 06:00
Data SourceConnectRead CSV, Excel, database,…PrepareFilter, clean, and remove …YOU ARE HEREAggregate Data by ColumnGroup rows by category and…ReshapePivot the aggregated resul…AutomateSchedule the workflow to r…Dashboard

How teams use Aggregate Data by Column

Real scenarios where this transformation saves hours of manual work.

Retail

Total Sales and Average Order Value by Category

A retail chain runs daily imports of transaction-level data. Aggregate Data by Column groups rows by product category and computes total revenue and average basket size — feeding the weekly category performance report without any SQL or Excel work.

Manufacturing

OEE and Output Count by Machine

Shop-floor sensors record one row per production run. The workflow groups by machine ID and sums output units and downtime minutes, giving the operations team a clean per-machine summary for each shift cycle without a manual data export.

Finance

Total Spend per Cost Centre

Finance teams import raw GL export files with one ledger entry per row. Aggregate Data by Column groups by cost centre and sums transaction amounts, producing a clean monthly spend summary without any manual Excel pivot rebuild.

See Aggregate Data by Column in action

Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.

Group By Column:Category
Aggregations:Total Sales → sum, Units Sold → first
Include Original:false
Text Column Strategy:First

Input Data

CategoryTotal SalesUnits SoldProduct
Electronics5000050Laptop
Electronics5000050Phone
Furniture6000040Sofa
Clothing2000030T-Shirt
Clothing2000030Ethnix
Furniture6000040Bed

Output Data

CategoryTotal SalesUnits SoldProduct
Electronics15000050Laptop
Clothing8000030T-Shirt
Furniture12000040Sofa

Configuration

Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.

Group By Column

The column whose unique values define the output rows. Each distinct value — category, region, machine ID — becomes one row in the result. You can group by multiple columns at once to create multi-level summaries.

Aggregations

Pairs each numeric column with its aggregation function: sum for totals, average for means, count for frequency. Apply different functions to different columns in the same step — for example, sum revenue while counting transactions.

Include Original

Toggle this on to keep all original input columns alongside the aggregated ones. Toggle off to return only the grouped and aggregated columns — useful when you want a clean, narrow summary table without source-level detail.

Text Column Strategy

Text columns cannot be summed or averaged, so you choose First or Last — retaining either the first or last text value from the group. Use this when you need a descriptive label like product name to appear alongside the aggregated numbers.

Frequently asked questions

Everything you need to know about Aggregate Data by Column in Infoveave.

Also in Aggregation & Grouping — and what runs before & after

Transformations in the same family as Aggregate Data by Column, often chained together in the same Infoveave workflow.

Part of Infoveave Data Automation

80+ transformations. Zero manual steps.

Aggregate Data by Column is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.

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