Creating joint element list qualifications for custom groups

In a custom group, a joint element list qualification joins attribute elements and then filters the result sets. They allow you to choose attribute elements from different attributes to create a custom set of attribute elements.

For example, if you choose the attributes Year and Store, you can create a qualification using a joint element list that allows you to filter on elements from both attributes.

Year	Store
2022	Baltimore
2022	Philadelphia
2022	Boston
2022	Greenwich
2023	Baltimore
2023	Philadelphia
2023	Boston
2023	Greenwich

As the example shows, a joint element list allows you to filter not only on a particular year, but also on a store during that year.

Prerequisite

By default, the Add an Advanced qualification option is disabled in the Custom Group Editor. You must activate the advanced qualification option to create a joint element list qualification.

To create a joint element list qualification for a custom group

1. Open the Custom Group Editor. (How?)

2. Double-click in the Custom Group Definition pane. A new custom group element is created, with the default name Custom Group Element. You can rename the custom group element headers.

3. Double-click Add Qualification in the Custom Group Definition pane. The Custom Group Options dialog box opens.

4. Select Add an Advancedqualification and click OK. The Advanced Qualification pane opens.

5. Select Joint element list from the Option drop-down list.

6. Select the desired attributes from the list of Available attributes, and click > to move them to the list of Selected attributes. Each attribute also appears as a column on the Element list.

   Select all the attributes that you want to use before continuing to the next step.

7. Click the Add icon to add a row of elements to the list. By default, for every row that is added, the first element for each attribute is displayed as a sample. You can add as many element rows as you require.

8. You can modify each element row to create the element combinations for the joint element list, as outlined below:

   • Select a row in the Element list and click the Modify icon. The Select Element List dialog box opens.

   • Select an attribute from the Available Elements drop-down list. The attribute elements are displayed in the DESC list box.

     Only 50 elements are displayed at a time. To view and select additional elements, clickPrevious 50 and Next 50.

   • Select the attribute elements from the DESC list and click > to move them to the Selected Elements list.

   • After all elements in this row are modified, click OK.

9. Click OK to close the Advanced Qualification pane.

10. Do one of the following:

    • Add more qualifications to the custom group element. Double-click in the Custom Group Definition pane to open the Custom Group Options pane again. These can be any type of qualification except banding qualifications.

      If you have multiple qualifications, you can change the operator connecting them. To do this, right-click the operator in the Filter definition area, point to Toggle operator, then select the new operator from the list.

    • Change the name of the custom group element header (recommended), if you did not do this in step 2. (How?)

    • Return to Creating custom groups to format the custom group element, set the display options, and/or add more custom group elements.

    • Save the custom group. (How?)