Custom groups
You can now create custom groups, which can be used to classify values in a list you can then reuse across multiple analyses. Unless defined on a Worksheet, formulas and parameters are generally available only when in use on an Answer, and must be remade if you navigate away from the Answer without saving. Custom groups are community objects which remain when you navigate away from the Search Data page and can be viewed by any user with view access to the underlying Worksheet.
| Custom groups are in beta and off by default. The beta version of custom groups is focused on query generation and reusability. To enable this feature, contact {support}. |
To create a custom group, first define the business question you wish to answer. For example, you may have a data set containing the complete list of products available from a certain chain of stores. You may want to find out which products are most popular, and define them by sales volume as “gold”, “silver”, or “bronze” level products. To create a column showcasing this defined list of values, follow these steps:
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Navigate to the Search Data page by clicking the Search data button in the top navigation bar.
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Ensure you are searching on the correct Worksheet, and select the Product column from the left side bar, or type the word into the Search bar. To see the quantity purchased by product, select Quantity purchased and click the Go button or press Enter.
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Create a formula, named Quantity Purchased Range, to define ranges of quantities purchased as Gold, Silver, or Bronze. You can define it as
if ( sum(quantity purchased) > 80000) then 'gold' else if (sum(quantity purchased) > 60000) then 'silver' else 'bronze'. -
Click Save. Check the table that appears to make sure the results are as expected.
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Simplify the search to show only the Product column.
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From the more options menu
, select Save as custom group. -
In the Save custom group window, fill out the following fields:
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Name: Name your custom group something meaningful.
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Description: Describe what this custom group represents.
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Anchor column: Select the column you are using as the base of your list of values. In this example, Products.
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Return column: For some use cases, you will want to select the same column as the anchor column. In this case, select the definition you want the column to return, based on the criteria you defined in the formula. In this example, Quantity Purchased Range.
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Default group for all other values: This option is only necessary if you used a filter on the anchor column to take out unwanted values. In this example there are no unwanted values, so you can leave it blank.
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Click Save.
