Group Summary

  • Last update: January 22, 2026
  • Overview

    Version

    FineDataLink VersionFunctional Change
    4.1.2Added a Group Summary operator, by which you could aggregate identical data into groups based on specified conditions and perform summary calculations on the grouped data.
    4.1.6.1
    • Supported drag-and-drop removal of fields in Dimension Group and Indicator Summary.

    • Supported switchover of fields in Dimension Group and Indicator Summary.

    • Required you to ensure that grouping intervals did not overlap and disallowed unlimited numeric intervals when numeric fields were dragged in Dimension Grouping with Interval Grouping selected.

    Application Scenario

    Group Summary is mainly used for aggregating data of the same type.

    For example, you may need to merge data with the same product name and calculate the corresponding remittance amount. The following figure shows the effect.

    Function Description

    The Group Summary operator is added, by which you can aggregate identical data into groups based on specified conditions and perform summary calculations on the grouped data, as shown in the following figure.

    Example

    The Order_Customer_Information table contains fields such as Owner_Region, Owner_City, and  Amount_Payable. It is now required to obtain the total payable amount for each region.

    Reading Data to Be Processed

    1. Create a scheduled task, drag a Data Transformation node onto the page, and enter the Data Transformation editing page.

    2. Drag in a DB Table Input operator and configure it to read the Order_Customer_Information table, as shown in the following figure.

    1769070344oQtk.png

    Obtaining Total Payable Amount by Region

    Drag in a Group Summary operator. Drag the Owner_Region field into Dimension Group and select Group Records with Same Value; drag the Freight1 field into Indicator Summary and select Sum.

    2. Click Data Preview, as shown in the following figure.

    Subsequent Operations

    You can use the DB Table Output operator to export data to a database table.

    Alternatively, you can perform further processing on the data. For example, after performing a left/right join with the Order_Customer_Information table, use the New Calculation Column operator to calculate the proportion of each city’s payable amount to the total payable amount of its corresponding region.

    Function Description

    The configuration page of the Group Summary operator is shown in the following figure.

    iconNote:
    You can configure either Dimension Group or Indicator Summary alone.

    Dimension Group

    The details are as follows.

    1. You can search for, delete, and rename fields, as shown in the following figure.

     

    Starting from FineDataLink V4.1.6.1, you can switch fields in Dimension Group and Indicator Summary, as shown in the following figure.

    Removing fields with drag-and-drop operations is supported, as shown in the following figure.

    Field name validation rules:

    • The content can not be empty. 

    • The length must be within 30 characters.

    • The field name can only consist of letters (from a to z, from A to Z), digits (from 0 to 9), underscores (_), and Chinese characters.

    • Spaces are disallowed.

    • The name of a new field cannot duplicate the names of existing fields or other new fields.

    2. Fields can be dragged in repeatedly. Repeated field names will follow the pattern Field name1, with the numeric suffix incrementing automatically. 

    3. The maximum number of grouping fields is limited to 100. 

    4. Fields of the following data types are selectable: Datetime, Numeric, Text, and Boolean. Fields of other types are grayed out and unavailable for selection. The following table describes the details.

    Field Data TypeSupported Grouping MethodDescription
    TextGroup Records with Same ValueIt groups data based on identical text values of this field.  It is selected by default.
    Customize Grouping

    1. You can create groups with custom names. (Click the group name to edit it.)

    2. You can group all ungrouped values into a custom-named group. This option is unticked by default.

    3. Batch operations are supported, such as selecting values in batches, selecting all results after a search, and inverting the selection after a search.

    4. Ungrouped values can only be moved to custom groups.

    5. Values in custom groups can be moved to other custom groups or removed from groups. Removing from groups returns them to the ungrouped category.

    6. Due to the limit on sampling quantity, not all field values are displayed here. You can manually add unsampled field values. If unsampled values are not manually added, two scenarios will apply during actual execution: If Move Ungrouped Values to Custom group name is unticked, these values will be calculated based on their original dimension values. If it is ticked, these values will be calculated according to the rules of the custom-named group.

    7. Custom group names support parameters. You can reference text-type parameters in the ${Parameter name} format.

    8. The output of the grouping operation is of the text data type.

    NumericGroup Records with Same ValueIt groups data based on identical values of the field. It is selected by default.
    Interval Grouping

    It allows grouping numeric values into custom intervals.

    1. One interval named Grouping is provided by default for numeric values.  The initial range is set as No Limit ≤ Value < No Limit. You can modify the comparison operators (≤ and <), and edit the boundary values (which support decimal input, limited to 15 decimal places with double‑level precision).

    2. You can add, modify, and delete custom groups. You can also customize group names and choose whether to move ungrouped values to a custom-named group.

    3. Interval boundaries support parameters. You can reference numeric-type parameters in the ${Parameter name} format.

    4. The output of the grouping operation is of the numeric data type.

    TimeMultiple time grouping methods are supported.

    1. Grouping methods include Year-Month-DayYear-Week NumberYear-MonthYear-QuarterYearQuarterMonthMonth-Day, Week Number (from Jan 1)WeekdayDayHourMinuteSecondYear-Month-Day-HourYear-Month-Day-Hour-Minute, and Year-Month-Day-Hour-Minute-Second.

    Grouping methods generating numeric data fields: QuarterMonthWeekdayDayWeek Number (from Jan 1)HourMinute, and Second

    Grouping methods generating time data fields: Year-Month-DayYear-Month-Day-HourYear-Month-Day-Hour-Minute, and Year-Month-Day-Hour-Minute-Second

    Grouping methods generating text data fields: Year-Quarter, Year-Month, Year-Week Number, and Month-Day

    2. Year-Month-Day is selected by default.

    3. When the time type after grouping is one of the following: Year-Month-Day-HourYear-Month-Day-Hour-Minute, or Year-Month-Day-Hour-Minute-Second, the previewed time is displayed as Year-Month-Day-Hour-Minute-Second by default. For example, if the original field format is 2024-05-21 11:15:40, it will fill in the minutes and seconds and be displayed as 2024-05-21 11:00:00 when converted to the year-month-day-hour format.

    BooleanGroup Records with Same ValueThe output of the grouping operation is of the Boolean data type.

    Indicator Summary

    The details are as follows.

    1. You can search for, delete, and rename fields, as shown in the following figure.

    Field name validation rules:

    • The content can not be empty.

    • The length must be within 30 characters.

    • The field name can only consist of letters (from a to z, from A to Z), digits (from 0 to 9), underscores (_), and Chinese characters.

    • Spaces are disallowed.

    • The name of a new field cannot duplicate the names of existing fields or other new fields.

    2. Fields can be dragged in repeatedly. Repeated field names will follow the pattern Field name1, with the numeric suffix incrementing automatically.

    3. The maximum number of indicator fields is 100.

    4. Supported field data types: date/time, numeric, and text. Fields of Boolean or other data types are grayed out and unavailable. The following table describes the details.

    Field Data TypeSupported Aggregation MethodDescription
    TextDistinct CountCountDistinct String ConcatenationFirst Item, and Last Item

    Distinct Count is selected by default.

    1. Distinct Count: It counts each unique value only once.

    2. Count: It counts all rows of data for this field, including nulls.

    3. Distinct String Concatenation: It joins values using slashes (/) as the separator, removing duplicates and nulls.

    4. First Item: It selects the first row of data in the group based on the sorting order of the field values.

    5. Last Item: It selects the last row of data in the group based on the sorting order of the field values.

    6. After aggregation using Distinct Count/Count, the output field is of the numeric data type.

    7. After aggregation using Distinct String Concatenation/First Item/Last Item, the output field is of the text data type.

    iconNote:
    When you are performing aggregation on text data fields using Group Summary, the current length limit is 100,000 characters.
    NumericSumAverage, MaximumMinimum, Distinct CountCount, Variance, Standard Deviation, and MedianSum is selected by default.

    1. Sum: After grouping by the specified fields, it returns the sum of the numeric values for each group.

    2. Average: After grouping, it returns the average of the numeric values for each group.

    3. Maximum/Minimum: After grouping, it returns the maximum/minimum numeric value for each group.

    4. Variance: It returns the average of the squared differences from the mean for a set of data.

    5. Standard Deviation: It returns the square root of the variance.

    6. Median: It returns the value in the middle of all numeric values within the same group after sorting them in descending order. If the number of values N is odd, the value at the position (N+1)/2 after sorting is taken. If N is even, the average of the values at positions N/2 and (N/2 +1) after sorting is taken.

    7. After aggregation, the result field is of the numeric data type.

    TimeDistinct CountCountEarliest Time, and Latest Time

    Distinct Count is selected by default.

    1. Earliest Time: After grouping by the grouping fields, it returns the earliest datetime value for each group.

    2. Latest Time: After grouping, it returns the latest datetime value for each group.

    3. After aggregation using Distinct Count/Count, the result field is of the numeric data type.

    4. After aggregation using Earliest Time/Latest Time, the result field is of the text data type.

    You can add filtering conditions for fields in Indicator Summary, where you can set conditions for all fields and parameters. The calculation logic is that data is filtered first, and then the aggregation is performed on the qualifying fields. This does not affect the granularity of the grouping fields.

    Data Preview

    By default, the first 1,000 data records are displayed in Data Preview, with 20 records per page.

     



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