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How to group rows of data by month


Let's say we have a data set, and each row represents a transaction.

Now, we want to determine how much all our sales were for each month.

To do this, in TaskPipes, we need to add on an intermediate column that represents which month we are looking at. We can use a formula step, with the following formula:

=MONTH(A1)

Now let's use the "Group" step. We want to group based upon the new month column, and take the sum of the transaction amount.

This inserts a new column, with a value next to the last entry for each month that detailed the total transaction amount taken that month, as required.

We could now just filter out all the blank entries in that new column.