---
schema_version: "1"
id: e763bcf6d5cadc28d182a9fc7b6cdf356a5583d94a1a8cc45646e80072f49a60
title: Group Your Data into Categories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_explorer_group_by.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_explorer_group_by.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7feeea5c3ea4936141e3dcc32c08ce3ceb5bc9446d861f64079f7d22088b184d
description: Group data to organize it so that the data is displayed in useful categories. You can group your data by up to ten dimensions or date fields in charts and tables, except in blended queries.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Group Your Data into Categories

Group data to organize it so that the data is displayed in useful categories. You can group your data by up to ten dimensions or date fields in charts and tables, except in blended queries.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
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          <thead class="slds-text-title_caps ">
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              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d174778e74">User Permissions Needed</th>
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            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174778e74 ">To view visualizations:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174778e74 ">Use CRM Analytics</td>

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For example, to look for seasonal patterns in your sales cycle, group opportunity data by the month when deals close.

1. Explore a dataset containing opportunity stages, pipeline amounts, and dates, setting the measure to pipeline amount.
2. Click the **Vertical Axis** plus button, click the opportunity stage date, and then select month as the dimension that you want to group by.
    
    The dimensions in your data determine which categories you can group by.
    
    ![explorer bar chart showing pipeline amount grouped by month](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_group_stagedate.png)
3. To find the second dimension that you want to group by, click the **Vertical Axis** plus button, then enter stage in the search field.
    
    ![explorer group-by selection dialog stage](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_group_stage.png)
4. Click **Stage**, the second dimension you want to group by.
    
    Pipeline amounts are shown grouped by stages, and stages are shown grouped by month. In this dataset, closed amounts are shown as negative numbers because those amounts fall out of the pipeline.
    
    ![explorer bar chart showing pipeline amount grouped by month and stage](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_bar_chart_month_stage.png)
5. Click the filters plus button, then click the stage dimension.
6. Set the filter to equal the closed stages only.
    
    ![explorer filter set to show closed won and closed lost stages only](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_filter_stages.png)
    
    The resulting bar chart shows the information you’re after, but it's not easy to interpret.
    
    ![explorer bar chart showing closed won and closed lost stages by month](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_pipeline_sum_stagedate_filtered.png)
7. Open the chart menu and select stacked waterfall.
    
    The bar chart changes from a single bar to a waterfall chart that show the data grouped separately by month. It also provides an overall total for the year. You can now easily see how much each month has contributed in both lost and won closed deals.
    
    ![explorer waterfall chart showing closed won and closed lost stages by month](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_pipeline_sum_stagedate_filtered_waterfall_chart.png)

## Considerations When Grouping Data in CRM Analytics

Keep these things in mind when you group data into categories.

When a dimension is grouped, that dimension's null records are excluded from results, which affects the count of rows in a lens. To prevent the exclusion of null dimension records, assign a default value to those records.

A null dimension group can’t be renamed.

Grouping is supported on these Salesforce object field types:

- Checkbox (Boolean)
- Date (Date)
- Direct cross-object references to groupable fields, up to 5 levels from the root object (SOQL limit). Both custom and standard references are groupable.
- Email (String)
- Formulas of type Checkbox and Date, including cross-object formulas across standard and custom relationships
- ID (ID)
- Lookup (ID)
- Master Detail (ID)
- Picklist (String)
- Phone (String)
- Standard number fields with SOAP type int
- Text (String)
- Text Area (String)
- URL (String)