This article covers creating groups in R365 Intelligence, an R365 add-on feature.
Groups can be created within dashboards. Groups are made up of multiple attribute elements. Multiple attribute elements can be combined into a single element to create an element group, or multiple attribute elements can be combined with a calculation to create a new element.
The element group will replace the selected attribute elements in the visualization's display. The calculated group displays on the visualization, but does not replace the selected attribute elements.
Video - How to Create Custom Groupings
Element Groupings
Creating an element group means that multiple attribute elements are selected from a visualization and combined into one single element. For example, in a bar graph visualization, an element group will combine multiple bars into one bar. In a grid visualization, an element group will combine multiple rows of data into one row of data. The individual attribute elements will no longer appear in the visualization — they will only appear as the single element they have been combined into.
Multiple groups can be made on the same attribute. Groups can be made on different attributes within the same visualization, but each group can only contain elements from one attribute. For example, the Calendar Month attribute elements can be broken down into two groups: Peak Season Months and Off Season Months. However, the Calendar Month attribute elements cannot be grouped with the Fiscal Month attribute elements, as these are two different attributes.
Correct These highlighted elements can be grouped because they are of the same attribute (Calendar Month).
| Incorrect These highlighted elements cannot be grouped because they are of different attributes (Calendar Month v. Fiscal Month).
|
Create an Element Group
An element group or multiple element groups can be created in two ways:
From the Visualization
From the Editor Panel
Creating an Element Group From a Visualization
To create an element group from a visualization, first open the dashboard that needs modification, then follow these steps:
1) Locate the correct visualization that needs grouping. Press and hold the CTRL key , SHIFT key, or COMMAND key (Mac) to select the attribute elements to add to the group.
2 ) Right-click the selected items, and from the dropdown, choose Group.
3) Name the group. Then, click Save.
This is the name that will replace the attribute elements in the visualization.
4 ) The attribute elements are now grouped into a single element.
5) Repeat these steps to create additional groupings as needed.
The metric data will adjust accordingly.
From the Editor Panel
To create groupings from the Editor Panel, first open the dashboard that needs modification, then follow these steps:
1) Locate the attribute that needs groupings on the Editor Panel, then right-click the attribute.
2) From the dropdown, select Create Groups…
3) Name the group and assign attribute elements in the Group Editor.
Drag and drop the necessary attribute elements from the Available side to the Selected side. Click the blue check button 
to apply the changes.
4) Optional: If needed, add additional groupings and click Save.
To add an additional grouping at the same time, click Add Group, then complete the process of naming the group and dragging and dropping the necessary attribute elements. Once finished, click Save to apply the groups.
5) To edit or rearrange groupings, right-click the attribute with groupings and select Edit Groups.
This will open the Group Editor dialog box so that groups can be edited as necessary.
Creating a Visualization from a Custom Group
Once an attribute has been broken into groups, a new attribute will populate into the Datasets Panel labeled with the attribute's original name and (Group).
These created attributes can be renamed to best represent the attribute. If necessary, more than one grouping can be made from an original attribute (e.g., creating two different groupings of Calendar Month).
Once the new attribute has been added, the element grouping can be used to create a new visualization. See the example below, where the created Calendar Month Group attribute is used to create a new pie chart:
