Custom View in the Dataset Panel

Strategy One (March 2026) adds a new Custom View mode to the datasets panel. Use Custom View to create groups of attributes and metrics based on existing datasets. Use this view for a more meaningful and logical display of available objects, especially in cases where a dashboard uses datasets with a larget number of objects.

Prerequisites

Power user or Architect privileges. For more information, see Privileges by License Type.

Access and Manage Custom View

1. Open an existing dashboard or create a new one.

2. Add a dataset to your dashboard.

3. Click More Options next to Datasets.

4. Choose Custom View.

   Objects in the dataset display in alphabetical order and display information on the origin dataset.

5. Click the sort icon to change to Descending order.

6. To create a group, click More Options and choose New Group.

   A new group is created.

7. To rename the group folder:

   1. Right-click the group folder.

   2. Choose Rename.

   3. Type a new name and press Enter.

8. To add objects to a group, click and drag objects to the group folder.

   You can also right-click an object, choose Move to Group, and select a group.

9. To remove an object from a group, right-click the object and choose Remove from Group.

10. To remove a group, right-click the group name and choose Ungroup Objects.

    Objects still display in the Datasets panel ungrouped in alphabetical order.

Add a Group to a Visualization

You can also add a group of data to a visualization.

1. Open a dashboard or create a new one.

2. Create a group, as described in Access and Manage Custom View.

3. Create an empty visualization.

   For more information on creating visualizations, see the topics under Introduction to Grids.

4. Click and drag a group from the Datasets panel to the empty visualization.