- Groups are a way to group the results from an attribute together. For example, you could create an attribute called UK Offices that groups together all organizations in the UK so that you only need to refer to these once in your query.
- Sets are a way of ensuring that only certain results from an attribute will be included. For example, you might want to add a list of priority one requesters (such as director level staff) as a set, so you can restrict certain results to just those people.
- You can use groups to look at the aggregated results for an attribute values, so you can compare results at a more granular level.
- You can create multiple, exclusive groups from an attribute, so you can organize your results into a hierarchy.
To create a new group
- In the calculation menu (), select Group.
- Enter the group name.
- Select an attribute. This example uses the attribute Ticket Tags to create groups for each type of ticket.
- Select the values you want to add to a group.
- Click the + icon to add values to a group.
- If you want to add more values to the open group, select the values then click the right arrow. If you want to remove values from the open group, select the value then click the left arrow.
- Select the location for your values without a group. There are three options:
- Put left values into another group: Values will be placed in an other group.
- Leave as is: Values will be left as individual values.
- Remove values: Values will be removed from your attribute.
- Click the Save button when you are finished selecting your values.
- Add your group attribute to any attribute location.
A set is a list of selected attribute values. You can use the set calculated attribute to create a new attribute containing only specific values. You can also use sets to rename or reorder your values.
An ordered set is useful when you want to arrange values in an order that is not alphabetical or numerical. For example, you could use an ordered set to create a funnel report for ticket priority.
To create an ordered set
- In the Query Builder, click the Calculations icon ().
- Select the Ordered set option.
- Enter a name. In the example below, the ordered set is named Priority.
- Select your attribute.
- Drag and drop values until they are in the preferred order.
- When you are finished, click Save.
A renamed set can be used to shorten results, create aliases, or replace technical text with more common labels. You can use renaming as an alternative to groups by giving several values the same name.
To create a renamed set
- In the calculations menu, select Renamed set.
- Enter a name for your renamed set.
- Select an attribute.
- Enter the new value names in the text boxes.
- When you are finished renaming your values, click Save.
- Add your renamed set to your query.
Deleting and renaming groups and sets
You can delete or rename groups and sets you created in the organize data structure menu.
To delete or rename a group or set
- In the Explore organize data structure menu () expand Calculated Attributes.
- To rename an a group or set, double-click it, then enter a new name.
- To delete a group or set, click the arrow next to the group or set, and then click Delete.