Adding Text Groupings

New custom text groupings can be dynamically added to a data source.

Steps:

1.     On the Data Source Settings pane, click Calculated Columns.

The Calculated Columns pane displays.

 

2.   Click New Column > Text Grouping.

 

The text grouping instance is displayed with the default title (e.g., Region Groups) based on the initially selected Source Column (e.g., Region) on the Text Grouping Column pane.

You may opt to modify the text group column Title.

 

3.     Select a Source Column.

4.     Proceed to adding the custom text groups by clicking .

A new instance of a grouping is displayed.

5.     Click this instance and define the Values and Groups.

6.   Continue adding the Values and Groups.

Values not mapped to a group, will be assigned the input value.

7.   Click . The new text grouping column is added and displayed in the Data Preview.

 

These new custom group columns can be used identically to a source text column, categorizing and filtering data.