Aggregate Data by Time
Infoveave Data Automation — Aggregation & Grouping
Pick a date column. Pick a period. Every row collapses to one summary per month, week, or year — automatically.
Most transactional systems record every event with a timestamp. Monthly dashboards, weekly KPI reports, and quarterly reviews all need those events rolled up to the right period. Aggregate Data by Time does that rollup inside your automated workflow — replacing the formula-heavy spreadsheet someone used to assemble by hand at the end of every reporting cycle.
What Aggregate Data by Time does
Group rows by day, week, month, or year and apply sum, average, or count in your Infoveave workflow. Automated time-series aggregation replaces monthly report builds done by hand.
When to use Aggregate Data by Time
- You need monthly, weekly, quarterly, or yearly summaries from a dataset where each row has a date or timestamp
- You are building automated KPI reports where totals and averages need to update every period without manual work
- Your BI tool or dashboard expects one row per time period but your source delivers one row per transaction
- You want to compare performance across periods — month over month or year over year — from a single flat export
When to avoid it
- Your data has no reliable date column — use Aggregate Data by Column to group by non-time dimensions instead
- You need to group by both a time period and another dimension simultaneously — use Aggregate Data by Column after Aggregate Data by Time
- You are looking for patterns in raw timestamps rather than period summaries — use Extract Date Component to pull the date parts first
Where it fits in your Infoveave automation
Aggregate Data by Time is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Aggregate Data by Time
Real scenarios where this transformation saves hours of manual work.
Monthly Revenue and Units Sold from Daily Transactions
A retail group imports daily sales files throughout the month. Aggregate Data by Time collapses those daily rows into monthly totals and average order values — producing the month-end revenue summary automatically without any spreadsheet work.
Weekly Transaction Volume and Average Amount
A bank's operations team monitors transaction patterns week by week. The workflow groups transaction rows by week, counts volume, and averages amounts — providing the risk team with consistent weekly trend data without manual extraction.
Annual Output and Downtime by Production Line
An OEM tracks daily production run data. At year-end, the Infoveave workflow aggregates totals and averages by year for each production line, feeding directly into the annual operations review without any manual data consolidation.
See Aggregate Data by Time in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
Order DateMonthSales → sum, Units Sold → average, Transactions → countfalseFirstInput Data
| Order Date | Sales | Units Sold | Transactions | Product |
|---|---|---|---|---|
| 2024-01-10 | 500 | 10 | 1 | Product A |
| 2024-01-15 | 700 | 12 | 1 | Product B |
| 2024-02-05 | 300 | 5 | 1 | Product A |
| 2024-02-25 | 900 | 15 | 1 | Product C |
Output Data
| Order Date | Sales | Units Sold | Transactions | Product |
|---|---|---|---|---|
| 2024-01-01 | 1200 | 11 | 2 | Product A |
| 2024-02-01 | 1200 | 10 | 2 | Product A |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Time Column
The date or timestamp column used to group records. Infoveave reads standard date formats at runtime — no need to pre-format the dates before running this step.
Period
Defines how coarsely rows are grouped: day for daily summaries, week for weekly KPIs, month for monthly reports, year for annual rollups. Change this one setting to switch between report cadences without touching anything else.
Aggregations
Maps each numeric column to its aggregation function — sum for totals, average for means, count for frequency. You can apply multiple functions to multiple columns in the same step.
Text Strategy
Text columns cannot be averaged. First retains the first text value seen within the period; Last retains the most recent. Use this when you need a label like product name alongside period totals.
Frequently asked questions
Everything you need to know about Aggregate Data by Time in Infoveave.
Also in Aggregation & Grouping — and what runs before & after
Transformations in the same family as Aggregate Data by Time, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Aggregate Data by Time 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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