Tag Archives: Grouping

Power BI Grouping

Grouping means combining multiple items into fewer items. It helps us consolidate and summarize things to understand them at a higher level of granularity. Let us see how to use Power BI Grouping done easily and quickly. This is useful for Ageing Analysis, Bin or Bucket Analysis, week / custom date range analysis.

Creating Power BI Grouping

Power BI provides a simple and consistent mechanism of performing grouping for numbers, text and dates. All that you need to do is Right Click on the field name and choose Create Group.

New Group menu option

Two types of grouping is possible. Bins based or List based.

List based Power BI Grouping

For text data we can only group based upon the List type. It basically allows you to select two or more items and group them into a single category. Ungrouped items are shown as Other category.  For example here, we have divided the Segments into Risky and Safe.

Grouping text - risky and safe segmentsimage

Of course, if a new segment appears in future data, it will go under Others. You will need to edit groupings to repair such issues. This type of grouping should be used only if there are few groups and the data (in this case, segments) do not change often.

If there are too many categories and they change often, it may make more sense to have a separate table containing two columns – the segment and the classification. This table can then have a relationship on the Segment column and provide a more flexible and easier to maintain method of grouping.

Group icon

The newly created Group is added as a separate field with a special icon – which looks like two overlapping boxes.

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Bins based Power BI Grouping

For numeric values, bin based analysis is more common. For example, for payments overdue, we usually perform ageing analysis by 30,60,90, 120 days overdue. This can be done easily using Bin based Power BI Grouping

Bin size setting of  30 for ageing analysis

This gives us ageing analysis easily.

ageing analysis

Ad-hoc grouping of numbers by using the List method is also available if required, but it is not very useful if there are too many numeric values. If there are few numeric values, ad-hoc grouping will be useful. For example, if you have just 10 unique values like a score, we can use List based grouping to classify them into low, medium and high categories.

List grouping for numbers

However, if there are too many numeric values, it is better to create a separate table to categorize numbers.

Dates based Power BI Grouping

Dates based grouping is available by default in Power BI. When you add a date type of column to a visualization, it automatically becomes broken down into Year, Quarter, Month and Days.

Bins can be created by specifying the size (as we saw with numbers)

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This is very useful if you want weekly groups. By default, Power BI does not give you weekly breakdown. But if you group by days and choose bin size of 7, you get weekly grouping.

Number of bins

By default we create bins by specifying its bin or bucket size. But we can also use another method – by specifying the number of bins. This is very simple. The actual min and max of the column is found out and the range is divided into specified number of bins.

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Custom bins require separate tables

Any custom bins require a separate approach.

For example, we want ageing from 0 to 30 and 31 to 45 then 46 to 90… this type of custom bin analysis requires you to create a separate table and then do the math by add a calculated column.

Similarly, for custom date grouping like custom weeks, calendar vs fiscal years and so on, we need a custom date table.

VLOOKUP based text grouping

You must read this article first: Grouping Text in Pivot Tables. This article explains how to combine multiple text items into a single group. This is used for classifying or for correcting spelling mistakes. If new items appear, they remain ungrouped. That way, you have to keep doing the Grouping update repetitively. An alternative is to use VLOOKUP based text grouping. Read on to find out how this is done.

Continue reading VLOOKUP based text grouping

Knowledge Pack – Data Grouping (Text, Numbers and Dates)

Analytics is all about summarizing and grouping. Numbers are grouped into bins, text is categorized and dates are compressed into months, quarters and years. This series covers various quick and powerful methods to perform sophisticated grouping in seconds.

 data Grouping in Excel Knowledge Pack

Estimated reading time 10 min

Continue reading Knowledge Pack – Data Grouping (Text, Numbers and Dates)