Providing Custom Groups of Content

Custom Groups enable you to provide quick access to content that you can share with other users.

Topics:

What Are Custom Groups?

Custom groups enable you to display your own choice of items grouped together under a custom heading on a page.

For example, you might display a custom group named Research Project Alpha, containing links to data files, workbooks, and a team web calendar.
Description of custom-group-example.png follows
Description of the illustration custom-group-example.png

See Create and Share Custom Groups of Content.

After you've created a custom group, click the Page Menu (Ellipsis) next to the custom group name to access these options:
  • Add Items - Add links to analytics content such as workbooks, reports, and datasets. You can add multiple items at the same time.
  • Add URL Item - Add links to useful web pages. For example, you might share a team calendar by specifying http://example.com/myteamcalendar. To display the link as an image, click Thumbnail and choose a graphic file.
  • Inspect - Rename the group and review the group owner using the General panel, and share it with other users using the Access panel.
  • Delete Custom Group - Remove the custom group.

You can also click View All to drill into the group. Here, you can edit the group name and add content links.

Create and Share Custom Groups of Content

As a content author, you create custom groups to provide quick access to content that you can share with other users. For example, if you're collaborating with co-workers you can create and share a custom group containing specific workbooks, watchlists, dashboards, or web pages that you're all interested in.

You can configure how custom groups display on a page . See Customize the Layout of a Page.
  1. On your home page, hover over a workbook, dataset, dashboard, or visualization, click Actions, select Add to Custom Group, and then select New Custom Group.
  2. Enter a name, and click Add to create a custom group.
  3. Add another item to your group by hovering over the item on the page, click Actions, select Add to Custom Group, and select the name of the group to which you want to add the new item, then click Add.
    Repeat this step for each item that you want to add to the custom group.
  4. To configure access for users and roles to view, use, or share the group with others, click Page Menu (Ellipsis) next to the group name , select Inspect, then Access, select who has access, then click Save.