Add a custom group
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Custom groups

A custom group lets users create their own unique methods for organizing and comparing results based on collections. Each custom group can include any number of collections within an attribute. When the custom group is turned on as the "group by," the widget will roll up the results for each of its collections so that you can compare and investigate them. If a custom group is selected as a Group By for a widget, users can then select it to group the data just like regular Group By attributes. Custom groups are only available in widgets that compare multiple members.

Add a custom group

1. Click on the widget and then click on Group By in the toolkit.

2. In the dialog, click the Add Custom Group button.

3. Select the attribute (i.e., dimension) for which to create a custom group.

 

  1. In the next dialog, checkmark all of the collections you want to compare and investigate in the custom group.

  • If the collections already exist, you simply need to find and checkmark them. You may need to search or expand folders to locate the desired collections.

  • If the collections don't already exist, you can create them by clicking the Create New Collection button.

  1. Type the name of the custom group at the bottom of the dialog. This name will appear as the "By" when the custom group is selected.

  2. Click Apply.

Turn on a custom group

The custom group is available underneath its attribute in the Group By area. You can select it and place it in the desired drill order just like any other dimension. This will also make it available in the breadcrumb path (if enabled) so that it can be selected in view mode.

Tips:

  

Custom groups are available across a dashboard and, therefore, can be used in other widgets within the same dashboard.

If a collection changes (e.g., a new member is added to a collection), any custom groups that include the collection will be automatically updated.

If you want to switch out the collections in a custom group, you can edit it. Place the cursor over the custom group in the in the Group By area and click the button.

Custom groups may contain overlapping members. Therefore, the total of a custom group is not necessarily the sum of all rows, but rather the total of all unique members.