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Group (or aggregate) your data

A grouping is a type of data filter; it categorizes (or aggregates) the data series results by a particular characteristic. That characteristic might be temporal (for example, aggregating results by month, year, or quarter), geographic (for example, aggregating results by state, ZIP code, or target market), or demographic (for example, aggregating by age, gender, income, or other personal traits).

When you are adding data to your Research Report, you specify the group when you are creating the target series.

Before you begin

Make sure you've created a new presentation and defined the dataset you are using. See Create a new presentation.


  1. Make sure the Create Target Series wizard is open to the Group By tab.
  2. Right away, you can decide whether you want to group your results or simply show the total values for the results:
    • Define Data Groupings: This option lets you define the attribute or set of attributes you want to use to group (or categorize) your target. For example, if you defined your target in your data series as the registrations for a specific auto dealer, you can group the results by attributes like model or ZIP Code or date. This allows you to examine your target in the context of some other, relevant factor.
    • Show Totals: This option lets you skip grouping your results. Instead, all of the data for the target data series are returned, and they are not categorized by any attribute. If you choose this option, skip to Step 3.

      The Group By tab on the Create Target Series wizard

      Figure 31: Use the Group By tab to either specify the attribute (or attributes) you want to group by or to specify that you just want to return the total values for the target you defined (click to enlarge)

  3. If you selected Define Data Groupings, use the sub-tabs to select the grouping option you want to use. There are multiple tabs, depending on the dataset you are using:
    • Dataset-based or Survey-based: Use this tab to select a grouping that is specific to the dataset you're using (for example, the make of a car, if you're using an automotive registration dataset).

      Map-based: Use this tab to select a grouping based on a geographic series (for example, a ZIP Code, county, or target market).

    • Time-based: Use this tab to select a grouping based on a time period (for example, a year, a month, or a quarter).

    If you are using a non-survey-style dataset (for example, IHS Polk), you can group to only a single attribute.

    Grouping to a single attribute

    Figure 32: Here, we grouped to a single map-based attribute (ZIP Code) because this dataset supports only a single grouping (click to enlarge)

    If you are using a survey-style dataset (for example, a Nielsen Scarborough product), you have more flexibility:

    • Select only certain answers from an attribute (question): Previously, all answers were selected; often, it placed unwanted data on visualizations, especially when there were answers like "none."
    • Select answers from different attributes (questions): Previously, you could aggregate to only a single attribute. Now, you can select as many different attributes -- and as many (or as few) answers for each attribute -- as you want. These attributes can be from any combination of the sub-tabs on the Group By tab.


      Selecting multiple questions and answers for my grouping

      Figure 33: In this Group By tab, we've selected answers from several different attributes, as well as selecting only certain answers from an attribute (click to enlarge)

      The following graphic shows an example of flexible grouping with a subset of answers from four different attributes, or questions.

      An example of flexible groupings with a survey-style dataset

      Figure 34: An example of flexible groupings (click to enlarge)

  4. Click Save Series.

What to do next

Return to Add Data To your presentation and complete the steps, then continue creating your presentation.

Related information

Target series

Tips for grouping data

Aggregate data by date

Create a new presentation

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