Creating custom groups

You can create ad hoc custom groups for dimensions and custom dimensions without needing to use logical functions in expressions.

This can be helpful when you want to assign fixed labels or category names to values that match specific conditions, for example, by grouping specific states or countries into regions or customer satisfaction responses into more general sentiment groups.

Custom groups apply to the visualization where they are defined.

1. In an existing dashboard, click Edit dashboard on the Tile toolbar and click one of the following options:
   • Add Tile > Visualization to add in a new tile.
   • The Tile Actions > Edit button on the right side of an existing tile.
2. In the Edit Tile dialog, select one of the following options.
   • Click the More button to the right of a dimension or custom dimension and then select Group.
   • If the field is already selected in the Data table, click the Gear button and select Group.
3. In the Group By dialog, fill out the following fields.
   1. Specify a label for the first group of values.
   2. Click the default condition, is any value and customize the conditions for the group.

      Example

      Adding the values Very Satisfied and Somewhat Satisfied to the Positive reviewers condition.
   3. Select a condition and click the Add button beside the value.
      
   4. Add more groups to the dimension by clicking the Add button.
      
   5. Optional: Optionally, select the Group remaining values checkbox to group all other values that do not meet the group conditions.
   6. Enter a Field name if desired. This will appear in the Data table and All Fields section.
   7. Click + Add Description to add an optional description up to 255 characters.
   8. Click Save.
4. Click Run.

The custom group is added to the Custom Fields section of the Field Picker and can be selected for your visualization.

Parent topic: Using custom fields