Version 2021

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!

  1. Open the Workstation window.
  2. In the Navigation pane, click Create a New Object next to Objects.

  3. Select the environment and project where you want to save your transformation.

  4. Click Custom Group and Select.

  5. To add a custom group element, click Add new element.

  6. To delete an element, right-click it and choose Delete . You can multi-select elements for deletion.

  7. Complete the definition of the custom group element in Element Type.

  8. Repeat for as many custom groups as necessary. You can duplicate a custom group element by selecting it and clicking Copy .

  9. Click Save .