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Performing a GROUPBY in Excel

Ben Richardson explains a DAX function:

If you’ve ever built a summary table in Excel by writing five separate SUMIFS formulas – one for each region, product, or department – you’ll appreciate what GROUPBY does.

It collapses all of that into a single formula that updates automatically, sorts itself, and can even filter out rows you don’t care about.

Introduced to Microsoft 365 in late 2024, GROUPBY is one of the most practically useful additions Excel has had in years.

But it also comes with real limitations that most people gloss over.

Read on to learn more about the capability and one big catch.

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