Organizing values by groups and sets

You can use groups and sets to organize your results. Groups and sets can be used in calculated elements, unlike filtered attributes. This is useful if you only want to perform calculations on specific values in an attribute.

• Groups are a way to group the results from an attribute together. For example, you could create an attribute called UK Offices that groups together all organizations in the UK so that you only need to refer to these once in your query.
• Sets are a way of ensuring that only certain results from an attribute will be included. For example, you might want to add a list of priority one requesters (such as director level staff) as a set, so you can restrict certain results to just those people.

This article contains the following sections:

• Creating groups
• Creating sets
• Deleting and renaming groups and sets

Creating groups

A group is a way to organize your attribute values. A group has the following advantages over a set:

• You can use groups to look at the aggregated results for an attribute values, so you can compare results at a more granular level.

• You can create multiple, exclusive groups from an attribute, so you can organize your results into a hierarchy.

To create a new group

1. In the calculation menu (), select Group.
2. Enter the group name.
3. Select an attribute. This example uses the Ticket tags attribute to create groups for each type of ticket.
4. Select the values you want to add to a group.
5. Click the + icon to add values to a group.

   

6. If you want to add more values to the open group, select the values then click the right arrow. If you want to remove values from the open group, select the value then click the left arrow.
7. Select the location for your values without a group. There are three options:
   • Put left values into another group: Values will be placed in an other group.
   • Leave as is: Values will be left as individual values.
   • Remove values: Values will be removed from your attribute.
8. Click the Save button when you are finished selecting your values.
9. Add your group attribute to any attribute location.

Creating sets

A set is a list of selected attribute values. You can use the set calculated attribute to create a new attribute containing only specific values. You can also use sets to rename or reorder your values.

Note: When you create a dashboard data filter using a set as the data filter column, only the attributes that are part of that set will be available for the dashboard viewer to choose from.

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

• Ordered set
• Renamed set

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 use an ordered set to create a funnel report for ticket priority.

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 Calculations icon ().
2. Select the Ordered set option.
3. Enter a name. In the example below, the ordered set is named Priority.
4. Select your attribute.
5. Drag and drop values until they are in the preferred order.

   

6. When you are finished, click Save.

Renamed set

A renamed set can be used to shorten results, create aliases, or replace technical text with more common labels. You can use renaming as an alternative to groups by giving several values the same name.

To create a renamed set

1. In the calculations menu, select Renamed set.
2. Enter a name for your renamed set.
3. Select an attribute.
4. Enter the new value names in the text boxes.

   

5. When you are finished renaming your values, click Save.
6. Add your renamed set to your query.

Deleting and renaming groups and sets

You can delete or rename groups and sets you created in the organize data structure menu.

To delete or rename a group or set

1. In an Explore query, click one of the attribute panels (like Columns or Rows), then click Add.
2. Expand Calculated attributes, then click the pen icon next to the attribute containing the group or set you want to edit or delete.
3. On the Rename values page, you can enter a new name for the attribute or click Options > Delete to remove it.