Group your data during analysis

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1. Overview

This article explains how to create custom member groups when viewing your data visualizations.

Important
This functionality is available only when the metric set is checked-out to the viewer, and can be used in View mode for a dashboard and in the Metric Set Designer.

2. Ad hoc member grouping

For this example, create a new metric set.

From the [Sales].[SalesTerritory] table of the AdventureWorks database, use the Name implicit hierarchy and SalesYTD measure to create a table visualization.

Create a table data visualization
Create a table data visualization

Notice that this table does not show a United States member, instead it presents separate members for CentralNortheastNorthwestSoutheast, and Southwest

Right-click one of the five members and select Group Members.

Select Group Members from the context menu
Select Group Members from the context menu

In the Group Members dialog, provide a name for the group and use the Value drop-down to select all the members.

Select all the group members
Select all the group members

Submit the Value drop-down and the Group Members dialog.

The United States group is now displayed with the aggregated value of all its members.

Resulting group
Resulting group

You will not be able to change the group members after creating a group. Right-click the United States group and select Ungroup 'United States' to ungroup it.

2.1. Working with multiple hierarchies

Add the Group hierarchy to the metric set, drag the new column to the left, and Re-Visualize into a Bar chart.

Two hierarchies
Two hierarchies

You can choose which hierarchy to group by right-clicking that hierarchy, or by selecting from a list when you right-click elsewhere in the data visualization.

Hold the Ctrl key and select all the English-speaking members, then right-click somewhere on the chart and select Group Members.

Select the members
Select the members

From the list, select Name.

In the Group Members dialog, provide a name for the new group and submit.

Name and submit
Name and submit

The English Speaking Countries group is now displayed in each of the Group hierarchy elements where it has members, and aggregated accordingly.

Resulting group
Resulting group
 

3. Notes

  • Custom member grouping is available only for implicit and user-defined hierarchies. This means that the following hierarchies will not support this functionality:
    • Dynamic
    • Time-based
    • OLAP
  • When working with user-defined hierarchies, grouping can be done only within the same hierarchy level and for members with the same parent.

4. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri