Organizing values by groups and sets

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You can use groups and sets to organize your results. These options are available in the Calculation engine menu of the Query Builder. 

This article contains the following sections:

Creating sets

set is a list of selected attribute values. For example, if you want to create a report by state, but only for a specific region, you can create a set from your States attribute to include only the relevant states. Using a set will both filter and label results for your chosen values. 

In addition to the normal set calculation there are two other types of sets you can create:

Ordered set

An ordered set is useful when you want to arrange values in an order that is not alphabetical or numerical. For example, you could organize a sales funnel to display results by workflow. 

Note: When using an ordered set avoid using the sort option in the Result manipulation menu. It will override the order you specify. 

To create an ordered set

  1. In the Query Builder, click the Calculation engine icon ().
  2. Select the Ordered set option.
  3. Enter a name. In the example above, the ordered set is named Stages. 
  4. Select your attribute. 
  5. Drag and drop values until they are in the preferred order. 

  6. Click the Save button when you are finished.
  7. Add your ordered set as an attribute to Columns. 
  8. Your results will now be displayed in the new order. 

Renamed set

renamed set can be used to shorten results, create aliases, or replace technical text with more common labels. If you give the same new name to several values, renaming sets can be an alternative to grouping. 

To create a renamed set

  1. In the Calculation engine menu, select Renamed set.
  2. Enter a name for your renamed set. 
  3. Select your attribute. 
  4. Enter the new value names in the textboxes. 

  5. Click the Save button when you are finished renaming your values. 
  6. Add your renamed set to Columns. 

Creating groups

group is an additional way to organize your attribute values. A group has some advantages over a set.

First, you can use your group to look at the aggregated results for its members. Second, you can create multiple, exclusive, groups from an attribute. This means that the groups can be used to compare results at an aggregate level, or with the original attributes to organize results into a hierarchy. 

To create a new group

  1. In the Calculation engine menu, select Group.
  2. Enter the group name. 
  3. Select the attribute from which you wish to create your group. 
  4. Click the + icon to add values to a group. The example below adds values from the Location attribute to a new group. 
  5. Once you have chosen the values for all your groups, you have three choices for the values left. You can put them into another group, show them individually (leave 'as is'), or remove them. 

  6. Click the Save button when you are finished selecting your values. 
  7. Add the group attribute to Columns. 

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