Summarize

Make sure you first read the intro to no-code exploration steps

The Summarize step allows you to run aggregate calculations over the data, to group its rows by some field's values, or both at once.

For example: after we narrowed down our Account list down to those who are both active and have more than 5 users, we could use the Summarize step to:

  1. Get the number (Count) of such accounts

  1. Group these accounts by their Payment Plan field

  1. Count these accounts, grouped by the Payment Plan (doing both things at once)

In fact, it's even possible to add multiple Aggregations as well as multiple Groupings:

Read also

Last updated