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Version: Early Access

Creating a calculated group

You can define a group by combining attribute elements with a calculation. A calculated group creates a new element; it does not replace the selected elements. In a grid visualization, a calculated group adds a row of data; in a bar graph, it creates a new bar risers; in a network visualization, it adds a node; etc.

For example, your grid visualization displays monthly revenue by region. You can select all the months and choose the calculation as Highest. This displays a new row in the grid visualization with the highest monthly revenue in each region. The rows for each month also appear in the visualization.

You can create multiple groups on the same attribute. You can add a Lowest Revenue group, an Average Revenue group, subtract January's revenue from February's, subtract February's revenue from March's, etc. You can reuse attribute elements in these groups, since a calculated group does not replace attribute elements.

Note: A calculated group is not included in any grid subtotals, because the calculated group is added to the visualization, without replacing the attribute elements. If the calculated group was included, the attribute elements in the group would be added to the subtotals twice.

The available calculations are described below.

If You Select...The Available Calculations are...
One elementAbsolute
Two elementsAdd
Average
Greatest
Least
Element1 - Element2
Element2 - Element1
Element1/Element2
Element2/Element1
Three or more elementsAdd
Average
Greatest
Least

To define a group with a calculation

  1. Open the dossier you want to modify.
  2. Click the visualization to add the group to.
  3. In the visualization, select the attribute elements to use in the group. Press and hold the Ctrl key to select multiple attribute elements.
  4. Right-click, choose Calculation, and the type of calculation to create the derived element based on.
    or
    If you choose Group and a Based on list of options appears, you have selected elements from multiple attributes (that is, using a lasso on a heat map visualization). A group can contain only elements from a single attribute. Select the attribute to group from the list.
    The Calculation dialog opens.
  5. In the Name field, type a name for the group.
  6. Click Save. The group appears in the visualization.
  7. The new grouped attribute is named AttributeName (Group) by default. You can rename the grouped attribute. Right-click the grouped attribute in the Datasets panel, choose Rename, and enter the new name.