Creating custom data groups

You can organize column data into custom groups so that the data is easier to read and analyze. Create custom data groups directly in a dashboard without having to open the data modeling component.

1. Open a visualization that has a measure.
2. Click any white space in the visualization.
   A toolbar appears.
3. Click the Select tool icon in the toolbar.
4. Select the columns that you want to include in a custom group.
   Tip: Alternatively, Ctrl+click one or more columns that you want to include in a custom group.
5. Ctrl+click one of the columns.
   A menu appears.
6. From the menu, click the Custom data group icon.
7. Type a name for your custom data group and click OK.
8. To see what columns are included in a custom data group:
   1. Ctrl+click the custom data group column on a visualization and click the Drill down icon.
      The separate individual columns that make up the custom data group are displayed.
   2. To redisplay the custom data group as one column, Ctrl+click a column and click the Back icon.
9. To edit the name of a custom data group:
   1. Ctrl+click the custom data group column on a visualization and click the Custom data group icon.
   2. Click Rename, type a name and click OK.
10. To remove a custom data group:
    1. Ctrl+click the custom data group column on the visualization and click the Custom data group icon.
    2. Click Ungroup.
       The custom data group is removed from the visualization.