MicroStrategy ONE
Create Custom Groups
Starting in MicroStrategy 2021 Update 5, you can create custom groups. Custom groups are a convenient and powerful way to create aggregations or sets of attribute elements in a way that doesn’t exist in the data source; for instance, a new region combining states. Custom groups also provide a way to create automatic groups or bands based on a qualification. Each set in a custom group can have its own filtering, which might be based on other elements, like revenue range and product type for a segmented analysis of high selling electronics.
Check out the video below to learn more!
- Open the Workstation window.
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In the Navigation pane, click , next to Objects.
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Select the environment and project where you want to save your transformation.
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Click Custom Group and Select.
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To add a custom group element, click Add new element.
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To delete an element, right-click it and choose Delete. You can multi-select elements for deletion.
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Complete the definition of the custom group element in Element Type.
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Click here to add a filter element type.
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Define a qualification using a custom expression or use the Search box to browse for an attribute.
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If necessary, click New Qualification to combine filters and then change operators.
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Add additional filters as necessary.
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Click here to add a banding element type.
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Select attribute(s) for the distribution of elements in Distribute elements of attributes in band.
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Choose a metric and select Percentage, Rank, or Value banding.
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Choose a Banding Type.
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Set the corresponding criteria.
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Repeat for as many custom groups as necessary. You can duplicate a custom group element by selecting it and clicking Copy .
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Click Save .