CSV grouping guide
How to group CSV rows and calculate counts, sums, and averages
Turn detail rows into a summary by store, product, or region. Choose one to three group columns and up to ten summary calculations, then verify that every input row belongs to a group.
Example: order count and revenue by state
Four order rows become two state summaries. Groups appear in the order their first row appeared in the input.
- Group column: State
- Calculation 1: Row count
- Calculation 2: Sum of Amount USD
Order-level CSV
Amounts are plain numbers without dollar signs or thousands separators.
Order ID,State,Amount USD
A001,California,1280.00
A002,Texas,840.00
A003,California,2150.00
A004,Texas,990.00Summary by state
Every input row contributes to one of the two groups.
State,count_rows,Amount USD_sum
California,2,3430
Texas,2,1830Check the summary totals
Hand-calculate a small sample, especially blanks and zero values.
- Every input row is counted in one of the groups
- There is one output row for each group
- Adding the group totals gives the original detail total
- Numeric blanks are ignored, while zero is included
Group and summarize a CSV
You can add average, minimum, and maximum for the same numeric column.
- Open Group and summarize and choose the CSV.
- Confirm encoding, delimiter, and column values.
- Select one to three group columns in priority order.
- Add between one and ten summary calculations.
- Run it, check the input row count, group count, and totals, then download.
Common grouping mistakes
Make units and group labels consistent before calculating the summary.
- Leaving commas or dollar signs in a numeric field
- Creating separate groups with trailing spaces
- Confusing row count with nonblank count
- Using the result for accounting where rounding differences are unacceptable
When grouping is useful
Grouping replaces detail rows with a compact summary; it does not preserve every original column.
- Good fit: totals by state, store, or product
- Good fit: quick count, average, minimum, or maximum
- Use Sort rows to reorder detail
- Pivot columns and exact decimal accounting are unsupported