Excel's New GROUPBY Function (w/ Bonus Features)

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  • Опубліковано 2 січ 2025

КОМЕНТАРІ • 94

  • @JM-mb6tf
    @JM-mb6tf 8 місяців тому +2

    How on earth is it possible that you don´t have +4 million subscribers ?!?! Each and every tip/video you show is at a level that other channels just don´t (can´t?) provide. I dare to say that EVERYONE will have use of at least half of your lessons. Hat of and respect from Sweden.

    • @bcti-bcti
      @bcti-bcti  8 місяців тому

      Thanks so much. We've only been around (on UA-cam) for just over a year. We're still the new kid on the block. Hopefully, we'll grow big and strong like our mentors. Thanks for watching.

  • @DanKnight
    @DanKnight Рік тому +5

    Brilliant! Looking forward to when this function becomes live.

    • @bcti-bcti
      @bcti-bcti  7 місяців тому

      I think it's finally been universally released.

  • @stevereed5776
    @stevereed5776 Рік тому +3

    Great explanation of this new function. I'm a big user of pivot tables so I can see this being used quite a bit. Let's hope Microsoft doesn't take too long in getting this function out to everyone.

    • @bcti-bcti
      @bcti-bcti  Рік тому

      We really appreciate you helping us grow the channel.

  • @karenjoy511
    @karenjoy511 Рік тому +2

    Love the step-by-step presentation and excellent explanation.

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thank you for taking the time to say such nice things, and for watching.

  • @fabianmolyneux2308
    @fabianmolyneux2308 Рік тому +3

    Fantastic function. I can see I might use this more commonly while working through data analysis. Brilliant stepped out explanation Thankyou

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thank you for taking the time to watch.

  • @joukenienhuis6888
    @joukenienhuis6888 Рік тому +1

    Great tutorial and indeed best to see in rerun a few times at a slower speed 😁 I don't get PivotTables much, but the GroupBy function makes it lots clearer. Thank you fir the explanation

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thank you so much for watching!!

  • @Officeinstructor
    @Officeinstructor 11 місяців тому

    Amazing tutorial, thumbs Up.
    I tried to find your name in the video, or the channel or even the website but I couldn't.

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      You can sometimes see it in the upper-right corner of the apps because I'm using my own account when recording these videos. Bryon Smedley - nice to meet you.

  • @IlaPatel811
    @IlaPatel811 Рік тому

    Loved the detailed explanation, Thank you!

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thank you for saying so and taking the time to watch. (big smile)

  • @chiengsaby2867
    @chiengsaby2867 Рік тому

    Thanks. This will certainly eliminate VBA to do the pivot refresh. Great! Perspicuously explained.

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thank you so much! (great and accurate use of the word "Perspicuously")

  • @tibibara
    @tibibara Рік тому

    Excellent tutorial!💯

    • @bcti-bcti
      @bcti-bcti  Рік тому +1

      Thank you for taking the time to watch and say nice things.

  • @rleigh5204
    @rleigh5204 11 місяців тому

    Very nice. Being on the MS 365 Insider (beta) channel let me get GROUPBY about a month ago. Just an FYI, you can add a filter column and link it to Slicers which is kind of cool but it can also crash Excel.

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      Good to know. I'll have to try that. Thanks for watching!

  • @rahulsosonawane
    @rahulsosonawane Рік тому

    It's really though explanation. Thank you mentor

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thank you for thinking us us a a mentor. That is high praise.

  • @kennethstephani692
    @kennethstephani692 3 місяці тому

    Great video!

    • @bcti-bcti
      @bcti-bcti  3 місяці тому

      @@kennethstephani692 Two comments in one afternoon. I’ll take that as a win. Thanks.

  • @adreamer9999
    @adreamer9999 Рік тому

    Great video. Thank you!

    • @bcti-bcti
      @bcti-bcti  Рік тому

      My pleasure. Thanks for watching.

  • @budams4668
    @budams4668 Рік тому

    Looking forward to this! Is there a specific reason, that the formula refuses to populate any header for the value column? Would be great if that could be either blank if you add nothing or a custom value, like “sales in ” without having to head down the Vstack path .

    • @bcti-bcti
      @bcti-bcti  Рік тому +1

      Regarding "Values" header: not that I know of. That's one reason I ALWAYS VSTACK my own headings.

  • @maciejkopczynski55
    @maciejkopczynski55 Рік тому

    Great video! I have one question - how did you toggle off the filter indicators on the header row of the pivot table at the beginning? I can switch them off by turning off the headers for row labels, but I also want to keep these labels. What is the workaround?

    • @bcti-bcti
      @bcti-bcti  Рік тому

      I achieved that look with a little VBA wizardry. I usually hide those filter buttons because I give the users Slicers for filtering. See code below:
      Sub DisableSelection()
      Dim pt As PivotTable
      Dim pf As PivotField
      On Error Resume Next
      Set pt = ActiveSheet.PivotTables(1)
      For Each pf In pt.PivotFields
      pf.EnableItemSelection = False
      Next pf
      End Sub

  • @CAKPRashique
    @CAKPRashique Рік тому

    You are amazing, Mr.❤

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Thanks for saying such nice things.

  • @iankr
    @iankr Рік тому

    This is great. Many thanks for explaining it so clearly. I have MS 365 and am on the Beta Channel, but I don't yet have this function (nor the related PIVOTBY). I guess it will come through soon!

    • @bcti-bcti
      @bcti-bcti  Рік тому +1

      Yeah; only about 50% of the BETA Channel users get the test features. You'll have it eventually.

  • @JoseAntonioMorato
    @JoseAntonioMorato Рік тому +1

    My dear,
    In versions "6" of the two files available for download, you can also include a header for the value column, using the following technique:
    =LET(Array;GROUPBY(HSTACK(Sales[[#All];[ChannelName]]; Sales[[#All];[ProductName]]); Sales[[#All];[Amount]]; SUM; 3; 2; -3);
    IF(SEQUENCE(ROWS(Array);COLUMNS(Array))=3;"Sales";Array)) 🤗

    • @bcti-bcti
      @bcti-bcti  Рік тому +1

      It's always great to see how other people solve the same problem. Great job!

  • @matlholelosaba4977
    @matlholelosaba4977 11 місяців тому

    In the last conditional formatted display, how can one clear out the unnecessary repetition of the values in the first column? For example, Under Channel, the value Online is repeated for all Product items. I would want it listed for the first one (3/4 Sleeve) and for it to remain blank for the remaining Product items. That way, the report becomes less cluttered.

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      This is a case where you would still want to use the "real" Pivot Tables. This function has but a fraction of the customization features of actual Pivot Tables.

  • @Aasmv2013
    @Aasmv2013 Місяць тому

    Groupby function is really good and it is very helpful but it can return the values for only one column but in case in the abouve example if we need to add values for Sales amount and qty then is there any method to accomodate my requirement

    • @bcti-bcti
      @bcti-bcti  Місяць тому

      You can define multiple aggregations by declaring them within an HSTACK function. For example:
      =VSTACK({"Channel","Product","Sales"}, GROUPBY(HSTACK(Sales[ChannelName], Sales[ProductName]), Sales[Amount], HSTACK(SUM, AVERAGE, COUNT), 0, 2, -3) )
      Let me know if this makes sense to you. Cheers.

    • @Aasmv2013
      @Aasmv2013 Місяць тому

      @@bcti-bcti Thanks for your prompt reply.But my question is if am having a tabe of Channal, Product, Sales Qty and Sales amount and contribution amount , how to i make a formula using groupby function to show the sum of Sales Qty, Sales amount and contiribution amount

    • @bcti-bcti
      @bcti-bcti  Місяць тому +1

      @@Aasmv2013 I now understand. The formula is a bit complex. I have created a sample file with the formula so you can reverse engineer my solution. If you are familiar with HSTACK, VSTACK, SORT, and UNIQUE... you should be able to understand it and change it for your needs. Let me know if you need assistance. Cheers.
      www.bcti.com//wp-content/YT_Downloads/GROUPBY_Totals.xlsx

    • @Aasmv2013
      @Aasmv2013 Місяць тому

      @@bcti-bcti it is really awesome now i can access your downloaded file thanks a lot but could you please share the separate videos for this case so that lot of users will be used

    • @bcti-bcti
      @bcti-bcti  Місяць тому

      @@Aasmv2013 I'll put it on the list, but it may be a few weeks before it runs through the queue. Thanks.

  • @hankgrimes1806
    @hankgrimes1806 Рік тому

    Public Service Announcement: Pay no attention to that loud "Boom" you just heard - it was just my head exploding while watching this video.😆 Now I'm gonna have to channel my inner "bovine" and ruminate for a minute, or two, on your explanations. This is masterful stuff, and I'm already imagining applications of this function in my spreadsheets. In the meantime, though, could you please explain, however briefly as needed, why these formulas are returning single and double square brackets all over the place? Just finished the vid on structured references which made plenty of sense, but I'm not doing so well on the bracket situation in these formulas. Any clarification will be a big help.

    • @bcti-bcti
      @bcti-bcti  Рік тому

      The square brackets are standard database nomenclature to account for field names that include spaces. For example: if a formula saw a reference to COUNTRY CODE, it could be interpreted as 2 fields, "Country" and "Code", or as a single field "Country Code". By including square brackets, we remove any ambiguity. It's either 2 fields, [Country] and [Code], or 1 field, [Country Code].
      Proper Excel Data Tables make use of these square brackes for fields (i.e., columns). If the headings are to be included, [#ALL] refers to the heading. Since we need to know which heading is being targeted, the bracketed item that immediately follows [#ALL] is the target field data. These have to be treated as a single item, so an additional set of square brackets surrounds the set.
      I hope this helps. Maybe someone should make a video explaining this in greater detail 🤣.

    • @hankgrimes1806
      @hankgrimes1806 Рік тому

      Dya think?🤔@@bcti-bcti

    • @hankgrimes1806
      @hankgrimes1806 Рік тому

      Seriously, though, I'm pretty clear on the fixed references now, but the references to columns, say, [[ID], for example. Why two brackets on one side and just one on the other?

    • @bcti-bcti
      @bcti-bcti  Рік тому

      I'm uncertain where you are seeing [ [ID] in the example (or is that just your own example?) Where I have [ [some column name], there is usually following it another column reference with double brackes on the end, like [some other column name] ]. This would be treated as a single, multi-column reference like [ [ID]:[Emplyee Name] ]
      Did that help?

    • @hankgrimes1806
      @hankgrimes1806 Рік тому

      Apologies - that was my own example. Here is part of one of the GROUPBY formulas "GROUPBY(Sales[[#All],[ProductName]:[ChannelName]], Sales[[#All],[Amount]]" I'm most curious about how these are working.

  • @yousrymaarouf2931
    @yousrymaarouf2931 Рік тому

    Fantastic

  • @bunmi4164
    @bunmi4164 11 місяців тому

    i need to add goupby function how can i achieve ds

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      Thanks for watching. The function has yet to be rolled out to the general public. If you'd like to try the function out while it is development, you can become a member of the insiders Beta program, so you can test out new features. Go to this link below.
      insider.microsoft365.com/en-us/join/windows

  • @UtuDudas
    @UtuDudas 11 місяців тому

    Do you have any idea as to when it would be available to all 365 users?

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      No, sorry. They don't tell me things like that. Hopefully, soon.

    • @UtuDudas
      @UtuDudas 11 місяців тому +1

      ​@@bcti-bcti, thank you for your reply

  • @curious1731
    @curious1731 Рік тому

    How did you get this function..

    • @bcti-bcti
      @bcti-bcti  Рік тому

      I am part of the "Beta Channel" user base. It's about a 50/50 on which new features/functions we get to test before the general user base.

    • @curious1731
      @curious1731 Рік тому

      @@bcti-bcti how to become part of beta channel userbase..

    • @bcti-bcti
      @bcti-bcti  Рік тому

      GO to this link:
      insider.microsoft365.com/en-us/join/windows
      @@curious1731

  • @JonathanDyer651005
    @JonathanDyer651005 Рік тому

    Checking daily for weeks now to see if I have GroupBy & PivotBy functionality yet...

    • @bcti-bcti
      @bcti-bcti  Рік тому

      Yeah; no official word yet, but hopefully... soon.

  • @adbapatla940
    @adbapatla940 11 місяців тому

    how can get group by function in office 365? i am already subsriber of one drive

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      The function has yet to be rolled out to the general public. If you'd like to try the function out while it is development, you can become a member of the insiders Beta program, so you can test out new features. Go to this link below.
      insider.microsoft365.com/en-us/join/windows

  • @adbapatla940
    @adbapatla940 Рік тому

    how can i get it office 365

    • @bcti-bcti
      @bcti-bcti  Рік тому

      If you’re talking about just getting office 365, you just need to buy a subscription from Microsoft. You can do that on their website office.com.
      If you’re asking about how to become a member of the insiders Beta program, so you can test out new features, go to this link below.
      insider.microsoft365.com/en-us/join/windows

    • @adbapatla940
      @adbapatla940 11 місяців тому

      i am alreay paid one drive subsriber,sir
      @@bcti-bcti

  • @ianl1052
    @ianl1052 8 місяців тому

    April 2024. =GROUPBY is up and running (at least on Beta). I don't know when it was actually included, but who cares.
    OK, so, using your file (saved once for info and again, deleting everything except the base table for practice) I'm going to comment as I go instead of waiting for the end of the video.
    The first thing I've noticed is no dropdown for functions in my version. There was, however a dropdown for the header name generator and again later for totals/subtotals. It didn't format the numbers either (Version 1)... OK, I formatted the Amount column in the original table to accounting (no currency sign). Now it auto formats the result accordingly (Version 2). Yay!...Argh! Version 3 onwards, no number format again. How strange. Oh well, onwards and upwards....No further issues.
    Did GROUPBY auto format the subtotals and totals or did you do that yourself for visual effect for our benefit?...Ah, OK, just got to the Conditional Formatting part of the video so ignore my question. Still, at least it shows I watched to the end and paid attention.😉
    In conclusion, a great video on a great function. I can see me having some fun with it. As you said, no good/bad, just options. Many thanks.

    • @bcti-bcti
      @bcti-bcti  8 місяців тому +1

      So glad to see you're enjoying the content. I got a smile regarding your play-by-play commentary on the video. Thanks for watching!

    • @ianl1052
      @ianl1052 8 місяців тому

      @@bcti-bcti When you record your video on the advanced filtering, any chance of a quick explanation of the formulas you used for your conditional formatting please? Even as I looked at them as I copied and pasted them, I was completely baffled. No need for an explanation of the conditional formatting itself. There are plenty of videos about that.

    • @bcti-bcti
      @bcti-bcti  8 місяців тому +1

      @@ianl1052 I'll put that on the "short list". Thanks for the suggestion.

    • @bcti-bcti
      @bcti-bcti  8 місяців тому +1

      Check out today's video post. I answer your question about how I performed all of the automatic artwork using Conditional Formatting.

    • @ianl1052
      @ianl1052 8 місяців тому

      @@bcti-bcti
      Watched, liked and commented. Thanks.

  • @adbapatla940
    @adbapatla940 11 місяців тому

    you first how and wher eit find plz do this first

    • @bcti-bcti
      @bcti-bcti  11 місяців тому

      I’m sorry; I don’t understand your request. Can you please restate? Thank you.

    • @adbapatla940
      @adbapatla940 11 місяців тому

      I sould not fidn groupby function in office 365 even though i am subcriber of One drive which offers free of office 365@@bcti-bcti

  • @KevinBuchanan66
    @KevinBuchanan66 4 місяці тому

    Worthless.
    Microsoft hasn’t released it yet.

    • @bcti-bcti
      @bcti-bcti  3 місяці тому

      Here's hoping it will be released sooner than later.

    • @brianxyz
      @brianxyz 2 місяці тому

      @@bcti-bcti Current channel people got GORUPBY and PIVOTBY on 9/25. By the way, your video was anything but worthless. Lots of people had this function a year ago and were making use of it as soon as it was released.

    • @aremoteforu
      @aremoteforu Місяць тому

      Does the actual group function allow you to do two columns the way you did it in this video?

    • @bcti-bcti
      @bcti-bcti  Місяць тому

      @@aremoteforu Yes. Suppose your table has 4 columns (A thru D) where the data starts on row 2 and has 50 rows. The first 3 columns are "Country, State, Product" and the 4th column is "Sales". You want to group by "Product" then subgroup by "Country". The formula would be as follows:
      =GroupBy(ChooseCols(A2:C51, 3, 1), D2:D51, SUM)
      The ChooseCOls function will select the 3rd and 1st columns to be used by GroupBy.
      Hope this makes sense. hanks for watching.

    • @aremoteforu
      @aremoteforu Місяць тому

      @@bcti-bcti so no need to hstack it first