Group / Filter / Aggregate Method scenarios

Modern Excel Reporting with FILTER Group / Filter / Aggregate Method Group / Filter / Aggregate Method scenarios

Summary

This video introduces the Group Filter Aggregate Method.

Tab in example file: Group Filter Aggregate

The three steps of the method are:

  • Group – What criteria do we want to see?
  • Filter – Filter the data to the criteria
  • Aggregate – Aggregate thefiltered data

The video looks at 5 examples to illustrate the method:

  • Sum of matching values
  • Latest matching value
  • 2nd largest value
  • 3rd value by position
  • Item of the 3rd largest value which meets a condition

The last example introduces the SORT function.

SORT – Sorts an array or range in ascending or descending order, by row or column, based on values within the array or range.

The syntax of SORT is:

=SORT(array, [sort_index], [sort_order], [by_col])

  • array – Array or range to return values from.
  • [sort_index] – The column/row index number(s) to sort by (Default = 1).
  • [sort_order] – Sort in ascending (1) or descending (-1) order. (Default = 1).
  • [by_col] is not used in this video.