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emma313823's avatar
emma313823
Helper V
2 years ago
Solved

Grouping

All

 

I need some help in how to do this. I have five territories in my company and they show up as Territory in my model. Each account is assigned to a territory, so in my model under data, this is under Accounts.

 

The territories are Metro, Mid, NE, PA, and UNY.

 

 

What I want to accomplish is to still show each territory indiviudally, but I also need to report the data additionally as Data South and Data North

 

Data South would be Metro, UNY, PA and Mid

Data North would be just NE

 

If I drag Territory to a table...I can select each territory individually. Is there a way to do accomplish the creation of this so that  if I drag it to a table for example I would show Data North and Data South and could select one, the other or both?

 

Emma

 

2 Replies

  • Hi emma313823 

    You can right click on the Territory and select New group.


    Then do a grouping like this:



    Then you can use your created group in any visual, or as a filter:



    Hope this helps! Let me know if you have any questions.