Create a Group Calculation in a Workbook
Create group calculations in your workbook to categorize you data for easier analysis.
For example, to assign job titles to categories and report on them, you might create a group calculation for the job categories, Management, Sales, Technical, and Support.
Group calculations are stored in the My Calculations area of workbook. Workbooks have a My Calculations folder for each dataset used (whether joined or not-joined).
- In the Data pane of the Data panel, right-click the attribute on which you want to group data and select Create Group Calculation.
- At the left hand side, under Group, add the groups you want to create.For example, you might create four groups for job categories Management, Sales, Technical, and Support.
- Click + next to Group to add your groups.
- Enter a meaningful name for each group.
- Add attributes from the central list to the groups.For example, you might select the Technical group and then click job titles such as Software Engineer that apply to the Technical category.
- First select a group at the left hand side.
- Click attributes in the central list to add them to the selected group.
Tip: If there're large numer of attributes and only a sub-set are listed, use the Search field above to locate attributes to add.
As you populate the groups, you'll see the histogram at the right hand side update.
You can now visualize your data by your new groups. For example, you might add Sales and Job Category to a workbook to visualization sales by job category.
