Grouping Data
Grouping data is one of the techniques we need to master as analysts. This is because grouping is not only a way to correctly classify and/or aggregate data to get insights, but is also sometimes an insight in itself (such as for customer classification).
We need to differentiate grouping from clustering, which involves using statistical models to determine groups. In this chapter, we’ll focus on grouping data based on conditions so that we can reduce large datasets for analysis (such as individual transactions into total expenses).
We’ll be using Alteryx’s powerful tools to accomplish this easily and with different approaches. To do so, we will cover the following recipes:
- Grouping data
- Finding groups within groups
- Exploring the Make Group tool
- Binning numeric fields
