Group members during analysis


1. Overview

This article explains how to group multiple values into one when working with a metric set. This can be done while doing analysis and optionally undone, or to help when data is not grouped the way it's needed.

This option is available when working with a metric set that is checked out to you.

2. Ad hoc member grouping

While working with a checked-out metric set in the full-screen editor, or in a dashboard or another view, select data so that at least one element is placed under Rows or Columns in the Data Analysis Panel.

A metric set in the full-screen editor
A metric set in the full-screen editor

In our example above, the territories representing the United States are separated into members CentralNortheastNorthwestSoutheast, and Southwest.

Right-click one of the members and select Group Members. (If you are editing a dashboard or another view, click View in the toolbar first before interacting with a visualization's data.)

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

In the Group Members popup, provide a Caption for the group and use the Value drop-down to select the members that should be grouped together if you didn't select them earlier.

Select all the group members
Select all the group members

In tables or charts, you can select multiple rows, columns, or data points ahead of time and right-click them to group them together instead of choosing them in this popup.

Submit the drop-down and the Group Members popup.

Your group will now be displayed as a single member with measure values aggregated together according to the measure's aggregator (e.g., sum).

Resulting group
Resulting group

To undo this grouping, right-click the group and select the Ungroup option to ungroup it.

A group can't be changed after it's created, but you can ungroup the members and then group them again.

2.1. Working with multiple hierarchies

When your data is grouped by multiple hierarchies, a group you created might be split up by the members of another hierarchy.

In our example from above, we have added the Group hierarchy to the metric set and placed it first under Rows, then we re-visualized into a bar chart.

Metric set with two hierarchies
Metric set with two hierarchies

Right-click on one or more data points and choose Group Members to create a group. (Because there are multiple hierarchies, you may be asked which one you want to group values for.)

In our example, we will select the English-speaking data points in the chart by clicking and dragging across it to select points, and hold the Ctrl key on the keyboard while selecting additional points.

Select the members
Select the members

In the Group Members popup, provide a Caption for the new group, confirm the Value members and submit.

Group Members popup
Group Members popup

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 not available for the following types of hierarchies:
    • 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:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri