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DOC : Updated the comparison with spreadsheets with GroupBy #39965

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Updated the comparison with spreadsheets with GroupBy
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41 changes: 41 additions & 0 deletions doc/source/getting_started/comparison/comparison_with_spreadsheets.rst
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Expand Up @@ -365,6 +365,47 @@ In Excel, there are `merging of tables can be done through a VLOOKUP
* It will include all columns from the lookup table, instead of just a single specified column
* It supports :ref:`more complex join operations <merging.join>`

GroupBy
--------------------

In Excel, this can be done by using the Query Editor.
You can group the values in various rows into a single value by grouping the rows according to the values in one or more columns
Then using the Query Editor ribbon, Right-click the column header that you want to group on,
and click `Group By <https://support.microsoft.com/en-us/office/group-rows-in-a-table-power-query-e1b9e916-6fcc-40bf-a6e8-ef928240adf1>`_.
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I could see Excel changing where to find the Query Editor, so let's try and future-proof this documentation by not getting into those details, directing readers to the canonical Excel documentation instead.


Power Query has two types of Group By operations:

* Aggregate a column with an aggregate function
* Perform a row operation

To aggregate a column, select the column to perform the Aggregate Operation on from the Column drop-down.
A Row Operation does not require a Column, since data is grouped based on table rows.

.. image:: ../../_static/spreadsheets/group-by.png
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Right now, this section duplicates content from the canonical documentation, which doesn't add any value. I suggest we either:

  • Walk them through an example in Excel that matches the pandas example below, so we are comparing apples to apples
  • Cut from "Then using the…" through this image

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@afeld - are you good here?

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Reviewing this again, I see that the requested change was not made. I also agree that having an excel example that matches the pandas example would be desirable.

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@Bhard27 Are you able to update the excel image to match the pandas example below?


The equivalent in pandas:
We can use the `Group By operation <https://pandas.pydata.org/pandas-docs/stable/reference/api/pandas.DataFrame.groupby.html>`_ .
For example -

.. ipython:: python

df = pd.DataFrame(
[
("bird", "Falconiformes", 389.0),
("bird", "Psittaciformes", 24.0),
("mammal", "Carnivora", 80.2),
("mammal", "Primates", np.nan),
("mammal", "Carnivora", 58),
],
index=["falcon", "parrot", "lion", "monkey", "leopard"],
columns=("class", "order", "max_speed"),
)
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We have an outstanding task in #38990 around standardizing the example datasets used in the page. Totally fine to take care of that as follow-up; just noting.

df

# default is axis=0
grouped = df.groupby("class")
grouped = df.groupby("order", axis="columns")
grouped = df.groupby(["class", "order"])
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Assigning to a variable doesn't output anything, and even if it did, it would be something not useful like

<pandas.core.groupby.generic.DataFrameGroupBy object at 0x7f8424dc3d90>

Let's do groupby().mean() to show something more interesting.


Other considerations
--------------------
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