1. Manual ways to use Google Sheets GROUP BY

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1.1 QUERY + GROUP BY on a basic table

For most business owners and marketers, the workhorse is the QUERY function. It lets you use SQL-like syntax on your sheet.

Example scenario: You have a sheet Leads with columns:

• A: Date
• B: Source
• C: Owner
• D: Deal Value

Goal: Total deal value by source.

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Steps:

1. Select a blank cell in a summary tab (e.g., Summary!A1).
2. Enter:
   =QUERY(Leads!A1:D, "SELECT B, SUM(D) GROUP BY B LABEL SUM(D) 'Total Value'")
3. Press Enter. You’ll see each source with its summed deal value.

This pattern works for counts, averages, and more. Official docs on QUERY: https://support.google.com/docs/answer/3093343?hl=en

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1.2 Count rows per group

Goal: Count leads by owner.

1. In a blank cell, enter:
   =QUERY(Leads!A1:D, "SELECT C, COUNT(D) GROUP BY C LABEL COUNT(D) 'Lead Count'")
2. Adjust C to whatever column you want to group by.

Use COUNT(A) or any non-empty column to count rows.

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1.3 Filtered GROUP BY with WHERE

Often you only want active deals or recent dates.

Goal: Show total value by stage for deals over $5k.

1. Assume column E is Stage and D is Deal Value.
2. Use:
   =QUERY(Leads!A1:E, "SELECT E, SUM(D) WHERE D > 5000 GROUP BY E", 1)
3. The last 1 tells QUERY that the first row is headers.

You can combine conditions with AND, OR, or use date filters as described in the official docs: https://support.google.com/docs/answer/3093343?hl=en#zippy=%2Cexamples

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1.4 Multiple aggregates per group

Sometimes you want several metrics per segment.

Goal: For each source, show count, total, and average deal value.

1. Enter:
   =QUERY(Leads!A1:D, "SELECT B, COUNT(D), SUM(D), AVG(D) GROUP BY B", 1)
2. Optionally relabel columns with LABEL:
   ... LABEL COUNT(D) 'Deals', SUM(D) 'Total', AVG(D) 'Avg Deal'

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1.5 Grouping dates (by month, quarter, year)

If you store dates in column A, you can group by month or year using scalar functions.

Goal: MRR by month.

1. Enter:
   =QUERY(Subscriptions!A1:C, "SELECT TEXT(A, 'YYYY-MM'), SUM(C) GROUP BY TEXT(A, 'YYYY-MM')", 1)
2. This transforms each date to a YYYY-MM string and groups on that.

Check the date and scalar function examples here: https://support.google.com/docs/answer/3093343?hl=en#zippy=%2Cdate-and-time-operators

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2. No-code automation methods

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2.1 Built-in pivot tables as a visual GROUP BY

If QUERY feels too technical, pivot tables give you GROUP BY behavior via clicks.

Goal: See deals by owner and stage.

1. Select your data range (e.g., Leads!A1:E).
2. Go to Insert → Pivot table.
3. Choose New sheet and click Create.
4. In the Pivot editor:
   • Add Owner to Rows.
   • Add Stage to Columns.
   • Add Deal Value to Values and set to SUM.

Whenever raw data updates, the pivot refreshes with a click. Official pivot docs: https://support.google.com/docs/answer/1272900?hl=en

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2.2 Google Tables-style grouping for ops views

Google’s Tables product (now part of Area 120) shows another style of grouping: visual headers for each value.

In Tables you can:

• Group by text, number, date, dropdown, person, and more.
• Collapse/expand groups to focus on one segment.

Docs on grouping in Tables: https://support.google.com/area120-tables/answer/9902873?hl=en

If you mirror your Sheets data into a table (via CSV or automation), you can use these visual groups to triage campaigns, tickets, or projects before pushing aggregated results back into Sheets.

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2.3 No-code integrators (Zapier/Make) creating grouped reports

No-code tools like Zapier or Make can:

• Pull rows from a Sheet.
• Aggregate them in a scenario/flow.
• Write grouped summaries back to a "Reports" tab.

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Example: Daily revenue by product.

1. Trigger: Scheduled daily job.
2. Step: Fetch rows from Sales!A:D.
3. Step: Use built-in aggregators (Group by "Product", SUM "Revenue").
4. Step: Clear a range in Daily Report!A:D.
5. Step: Write the grouped summary rows.

This keeps reports evergreen without opening the sheet.

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3. At-scale, automated GROUP BY with AI agents

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3.1 Simular agent running QUERY workflows end-to-end

Instead of you memorizing syntax, a Simular Pro agent behaves like a power user at the keyboard:

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How it works:

• You describe the goal: "In Google Sheets, group last 90 days of leads by owner and show count + total value in a new tab."
• The AI agent opens your Sheet, duplicates a template tab, writes the appropriate QUERY or pivot, formats headers, and checks for errors.

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Pros:

• No formula knowledge required.
• Works across multiple Sheets, CRMs, and dashboards in one flow.
• Every action is logged and inspectable.

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Cons:

• Initial onboarding: you must grant access and define guardrails.
• Best for repeatable workflows, not one-off experiments.

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3.2 Multi-step reporting pipelines

For agencies and sales teams, the real power is chaining GROUP BY steps across tools.

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Example pipeline an AI agent can run nightly:

1. Export campaign data from ad platforms.
2. Paste or import into a raw data tab in Google Sheets.
3. Create or update QUERY-based GROUP BY reports by channel, creative, and account manager.
4. Copy key tables into a client-facing dashboard Sheet.
5. Email or Slack the fresh summary link.

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Pros:

• Eliminates repetitive cross-tool clicking.
• Scales from one client to hundreds with the same logic.

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Cons:

• Requires initial design of the “canonical” report structure.

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3.3 Continuous refinement using transparent execution

Because Simular agents are transparent, you can open the workflow, see the exact formulas and clicks used, then tweak:

• Change grouping columns.
• Adjust thresholds in WHERE clauses.
• Add new summary tabs.

The agent then replays this improved workflow reliably, turning your best analyst’s logic into a repeatable, autonomous process.

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