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Grouping information by dates

Updated on October 29, 2021

Instantaneously retrieve data that you want from specific periods of time by grouping the content of chart-based insights. For example, in an insurance application, you can group the number of new clients by year to analyze the growth of your company.

You use date properties, such as Create date/time, to group chart-based insights. You can use the grouping option to confine the results, and drill-down to specific data. Insights provide you with several grouping options, such as grouping by years, quarters, months or days. You can include multiple date parts in a single insight to retrieve more specific data.
  1. In the navigation pane of your application, click Explore Data.
  2. In the Insights section, click the chart-based insight that you want to modify.
  3. On the right side of the insight, click Edit.
  4. Group the insight data by specific period:
    1. From the Fields section on the right side of the screen, drag the relevant date property into the Dimensions area.
    2. Next to the date property, click the More icon, and then select the specific period by which you want to group the data.
    For example:

    Select Month to display separate results for each month within the specified date range.

    Select Months of year to summarize data of the same months within the specified date range.

  5. In the upper-right corner of the insight, click Save insight.
For example: The following visualization shows a team's assignments grouped by years, and then by months.
Grouping data by certain periods
A visualization of the use of date properties to group data about
                        assignments by years and months.

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