Amol Loya
10/13/2025, 5:35 PMCeligo AI
10/13/2025, 5:35 PMAI generated answer (using internal Slack threads):To group and sum data in Analytics Workbook, you can follow these steps: 1. Create a Worksheet from your Dataset: The first step is to create a worksheet from your dataset. This will allow you to manipulate and analyze the data in a more detailed manner. 2. Use the Pivot Function: Once you have your worksheet, you can use the pivot function to group and sum your data. The pivot function is user-friendly and allows you to drag and drop the required fields against measures, columns, etc. 3. Grouping: If you want to group dates by groups (for example, group all values within a single month into one column), you can apply the Grouping in the Workbook "Date Hierarchy" when you add the Date field to the Layout. 4. Summing: If you want to sum the data, you can use the 'SUM' function in the SuiteAnalytics Workbook. However, please note that the 'SUM' function cannot be used in a formula. Instead, you can use the pivot function to achieve a cumulative sum. 5. Creating Charts: After grouping and summing your data, you can create charts to visualize your data. For example, you can create a cumulative sum chart by using the stacked column chart in the SuiteAnalytics Workbook. Remember to refresh your workbook after making changes to see the updated results. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/13/2025, 5:35 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/13/2025, 5:35 PM