Creating a Custom Group

The steps below show you how to create a custom group in MicroStrategy Web. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy Developer help.

You can also create, edit, or delete multiple custom groups at the same time by using a Command Manager script. For example, you can edit all custom groups to use a different attribute element. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For more information about Command Manager, including steps, see the Command Manager chapter of the System Administration Help.

You must have the Web Use Custom Group Editor privilege to access the Custom Group Editor.

To Create a Custom Group

1. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. The Custom Group Editor appears.
2. Enter a name for the custom group in the Enter Custom Group Name Here field.
3. Enter a description for the custom group in the Enter Custom Group Description Here field.

To Define Custom Group Elements

1. Click New Custom Group Element.
2. Select an attribute, metric, report, or filter, and specify the appropriate options to define the conditions to filter data.
3. Click the name of the custom group element and enter a name in the field.
4. Repeat the steps above to define each additional custom group element.

To Save the Custom Group

1. Click Save. The Save As dialog box opens.
2. Browse to the location to save your custom group. Click Save.
3. Click OK.