07. Revenue and regional totals

Calculate revenue for each sale and prepare a summary table by region.

Task and prerequisites

Calculate revenue for each sale and prepare a summary table by region.

This example uses demonstration data and settings. Validate the expected result in your own environment before connecting production destinations. Identifiers demo_* are illustrative: select your own training connections or sources in the editor. The JSON below shows the block and connection structure, not a ready-to-transfer flow archive.

Training input data

sales.csv

Region;Qty;Price
North;2;10
North;3;5
South;4;7.5

Blocks, connections and exact settings

07. Revenue and regional totals. Example 07 topology: 4 blocks, 3 connections. Node identifiers and ports from the configured graph are preserved. — **Flow diagram 07**
Example 07 topology: 4 blocks, 3 connections. Node identifiers and ports from the configured graph are preserved.

Add the listed blocks in the designer, open each block's properties and set these values. Names demo_* identify training sources and connections.

Block	Setting
1 File `src`	Role: `source` Source: `demo_sales_calc` Read settings: Sheet: `CSV` Range: `A1:C4` First row is the header: `так` Delimiter: `;`
2 Calculated fields `calc`	Fields: Name: `Revenue` Formula: `round(number(field("Qty")) * number(field("Price")), 2)` Decimal separator: `.`
3 Grouping `group`	Keys: `Region` aggregates: column: `Revenue` Operation: `sum` Name: `RevenueTotal` column: `Revenue` Operation: `count` Name: `Orders` Decimal separator: `.`
4 Data export `out`	Format: `xlsx` File name: `regional_sales` Purpose: `download` Delimiter: `;` Time zone: `Europe/Kyiv`

Port connections

src out → calc in
calc out → group in
group out → out in

Complete graph configuration as JSON

{
  "version": 3,
  "nodes": [
    {
      "id": "src",
      "type": "file",
      "label": "src",
      "config": {
        "role": "source",
        "source_id": "demo_sales_calc",
        "options": {
          "sheet": "CSV",
          "range": "A1:C4",
          "header": true,
          "delimiter": ";"
        }
      }
    },
    {
      "id": "calc",
      "type": "calculation",
      "label": "calc",
      "config": {
        "fields": [
          {
            "name": "Revenue",
            "expression": "round(number(field(\"Qty\")) * number(field(\"Price\")), 2)"
          }
        ],
        "decimal": "."
      }
    },
    {
      "id": "group",
      "type": "group",
      "label": "group",
      "config": {
        "keys": [
          "Region"
        ],
        "aggregates": [
          {
            "column": "Revenue",
            "op": "sum",
            "name": "RevenueTotal"
          },
          {
            "column": "Revenue",
            "op": "count",
            "name": "Orders"
          }
        ],
        "decimal": "."
      }
    },
    {
      "id": "out",
      "type": "export",
      "label": "out",
      "config": {
        "format": "xlsx",
        "filename": "regional_sales",
        "destination": "download",
        "delimiter": ";",
        "timezone": "Europe/Kyiv"
      }
    }
  ],
  "edges": [
    {
      "source": "src",
      "target": "calc",
      "source_port": "out",
      "target_port": "in"
    },
    {
      "source": "calc",
      "target": "group",
      "source_port": "out",
      "target_port": "in"
    },
    {
      "source": "group",
      "target": "out",
      "source_port": "out",
      "target_port": "in"
    }
  ]
}

Expected result

Region	RevenueTotal	Orders
North	35	2
South	30	1

Calculated Revenue values before grouping are 20, 15 and 30. Total revenue is 65.

Run and verify

Check the decimal separator: 7.5 uses decimal=".".
Create a calculated Revenue field, then group by Region.
Run and verify totals 35/30 and counts 2/1; do not compare only the overall row count.

Common errors

The formula does not execute arbitrary code: functions and operations must come from the reference catalog.
For names with spaces, use field("Field name").
Adding Qty or Price as grouping keys creates extra groups instead of a regional total.