- In short
- Builds a summary on a new sheet that groups your table by a column you choose and adds totals such as count, sum, average, smallest and largest. It is a plain summary sheet, not a live PivotTable. Your original data is only read and not changed, and everything runs inside Excel. A new summary sheet. The source table is left as it is.
What it is for
Group By is used to group and aggregate a table to a new sheet.
When to use it
Most useful when you need to get quick group totals/averages without a PivotTable.
Example scenarios
- Get quick group totals/averages without a PivotTable.
What it needs
A table and an options dialog (group cols, value cols, aggregates, include-blanks, prefix); ≥1 group col required. Supported data types: text, number, date (by selection).
How to use it
- Select the range to summarize.
- Run Group By from the Summarize & Prepare group on the XLMind Plus tab.
- Adjust the options in the window to fit your case.
- Confirm; a new summary sheet.
What it produces
A new summary sheet.
Effect on your data and undo
Group By does not change your source data; the result is added as a separate item.
How it differs from similar tools
It works without formulas and never touches the source range; the result is produced separately, so the original table keeps its formulas intact.
Good to know
Size limits (≥1 group col required.).
Limitations
Size limits (≥1 group col required.).
Frequently asked questions
- Where is the output written?
- A new summary sheet. Nothing is written on the sheet holding your source table.
- What happens to invalid or unexpected values?
- Text-safe.
- How are blank cells handled?
- Optionally included.
- Does the result stay linked to the source?
- No, the output is static; rerun the tool after changing the source data for a current view.
- Any known limits?
- Size limits (≥1 group col required.).
Works well with
- To keep working on the result, use Unpivot Columns
- To combine scattered sheets before summarizing, use Append Worksheets
- To check the data health first, use Data Profile
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