Create Group Calculations in a Workbook
Create group calculations in your workbook to categorize you data for easier analysis.
For example, you might create a group calculation for job categories Management, Sales, Technical, and Support so that you can assign job titles to these categories and report on them.
Group calculations are stored in My Calculations area of workbook. Workbooks have a My Calculations folder for each dataset used (whether joined or not-joined). Calculations are available anytime you use the dataset in any workbook.
- 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.
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.
