Create a Group
Save specific values of an attribute as a group.
Who can use this feature?
Users with this permission capability:
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Create Analysis Context
Not sure if you have this feature or capability? Reach out to your administrator.
Tip: Watch this video to learn how to create a group.
To manage your groups, search for the attribute that it was created under and click the Edit button in the upper-right corner of the Groups pane. From here, you can edit, share, duplicate or delete your groups.
Note: Groups and key groups cannot be created in projects. To create a group or key group, make sure you are working in the current production version of the solution.
You can create and reuse groups in the following workflows:
Add filters
Save frequently used analysis contexts as groups.
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On the Analysis Context toolbar, click Add a Filter .
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In the Filter picker, select the attribute values that define the population.
Note: Using the Filter picker in full screen
- Attribute values can be arranged into levels, so you may have to drill through multiple levels to find the value you want to include or exclude.
- Switch between the include and exclude option by clicking the Include/Exclude arrow.
- For more information, see Selecting the attribute values.
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In the Selected pane, click the Save as a Group button .
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In the New Group dialog, type a name for the group and click Save.
Result: The group is saved under the attribute and can be reused for add focus, filter, and comparison workflows.
Add focus
Save frequently displayed group by attribute values as groups.
- In the Group By picker, click the Add focus button .
- In the Focus On picker, select the attribute values you want to include.
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In the Selected pane, click the Save as a Group button .
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In the New Group dialog, type a name for the group and click Save.
Result: The group is saved under the attribute and can be reused for add focus, filter, and comparison workflows.
Comparison
Save frequently used comparators as groups.
When | Do this |
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Working with charts |
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In Compare |
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