How do I use groups and key groups?

[ike.bennion]

Groups and key groups are custom sets of attribute values that allow you to quickly slice and dice your data. For example, you can create a group named the Pacific Region that consists of the attribute values Calgary, Edmonton, Las Vegas, San Jose, and Vancouver. Once saved, you can use the group to focus your chart, filter your data, and compare against others.

If you are constantly recreating and applying the same filter to your charts, we recommend that you save the attribute values as a group or key group for future use. This will allow you to focus on the analysis population that’s most important to you.

Create a group

Save specific values of an attribute as 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.

Prerequisites: To perform this task, you must have the Create Analysis Context capability.

You can create and reuse groups in the following workflows:

Add filters

Save frequently used analysis contexts as groups.

1. On the Analysis Context toolbar, click Add a Filter.
2. 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.
  

3. In the Selected pane, click the Save as a Group button .
   
4. 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.

1. In the Group By picker, click the Add focus button .
2. In the Focus On picker, select the attribute values you want to include.
3. In the Selected pane, click the Save as a Group button .
   
4. 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
Working with charts	1. Click the Compare to button > Group.

2. In the Filter picker, select the attribute values that define the population.
3. In the Selected pane, click the Save as a Group button .
   
4. 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.|
   |In Compare|1. In the Compare to panel, click Create a Group > Add filter.
5. In the Filter picker, select the attribute values that define the population.
6. In the Selected pane, click the Save as a Group button .
   
7. 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.|

Create a key group

Save values of multiple attributes as a key group.

Prerequisites: To perform this task, you must have the Create Analysis Context capability.

You can create and reuse key groups in the following workflows:

Add filters

Save frequently used analysis contexts as key groups.

1. On the Analysis Context toolbar, click Add a Filter.
2. In the Filter picker, select the attribute values that define the population.
3. When finished, click Apply.
4. Repeat steps 1 to 3 to add additional filters.
5. To save your analysis context as a key group, on the Analysis Context toolbar, click the More actions button > Create a key group.
   
6. In the New Key Group dialog, type a name for the key group and click Save.
   The description will appear when users hover over the tokens and comparisons that the key group is used in to help them understand what they’re looking at.
   Result: The key groups can be reused for filter and comparison workflows and the filter tokens in the Analysis Context toolbar are replaced by the key group token.

Note: If your analysis or comparison population contains attribute values from only one attribute, it will also be saved as a key group.

Comparison

Save frequently used comparators as key groups.

When	Do this
Working with charts	1. Click the Compare to button .

2. Click Group.

3. In the Filter picker, select the attribute values that define the population.

4. When finished, click Apply.

5. Add additional filters to your comparison population:

6. Select the comparison population.

7. Click Add filter.

8. Repeat step 3 and 4.

9. In the upper-right corner of the Edit comparison panel, click the More actions button > Create key group.
   

10. In the New Key Group dialog, type a name for the key group and click Save.
    The description will appear when users hover over the tokens and comparisons that the key group is used in to help them understand what they’re looking at.
    Result: The key groups can be reused for filter and comparison workflows and the filter tokens in the Analysis Context toolbar are replaced by the key group token.

Note: If your analysis or comparison population contains attribute values from only one attribute, it will also be saved as a key group.|
|In Compare|1. On the comparison grid, click the Add Comparison button .
2. In the Compare to panel, click Create a group.
3. Click Add filter.
4. In the Filter picker, select the attribute values that define the population.
5. When finished, click Apply.
6. Repeat steps 3 to 5 to add additional filters to your comparison population.
7. In the upper-right corner of the Create a group panel, click More actions button > Create key group.

8. In the New Key Group dialog, type a name for the key group and click Save.
The description will appear when users hover over the tokens and comparisons that the key group is used in to help them understand what they’re looking at.
Result: The key groups can be reused for filter and comparison workflows and the filter tokens in the Analysis Context toolbar are replaced by the key group token.

Note: If your analysis or comparison population contains attribute values from only one attribute, it will also be saved as a key group.|