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Field Groups (CX)

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About Field Groups

When you create a field group in your dashboard data, you can group fields that belong together conceptually.

Qtip: Field groups are for grouping several fields together; field groups are not for grouping the values or choices of an individual field. If you want to group values or answer choices together, please see Recoding Dashboard Fields (CX).
Qtip: Fields cannot be dragged and dropped under field groups. You must add new fields beneath the groups.

Creating a Generic Group

Generic groups are most useful if you want to organize your dashboard data and make it easier to find certain fields. Generically grouped fields usually do not have a numeric scale in common, meaning they are not Numeric or Number Sets.

Qtip: Generic groups cannot be added to a widget the same way measure groups and drill downs can. Individual fields within a generic group can still be added to widgets on a one-by-one basis.
  1. In your Dashboard Data, click on the Add Field Group button.
    Add Field Group button in blue, very bottom left of dashboard data tab in dashboard settings (first page when you enter settings)
  2. Name your field group.
    Add field group window opens over the dashboard data mapper
  3. Change the type to Generic Group.
  4. Click Add Field Group.
  5. Name your first field.
    Mapping a field and saving the data
  6. Choose the field type.
  7. Map it to the field in your source.
  8. Click Add Field to Group to add another field.
  9. Repeat Steps 5-8 as needed.
  10. Save your dashboard data.

Creating a Measure Group

Measure groups are fields that have a numeric scale in common. Fields in this group should be Number Sets with the same number of scale points. When organizing fields into a measure group, you can add the measure group to a widget to add all the fields within it to a widget.

Qtip: One of the best uses for a measure group is to make sure different matrix table statements are grouped together in dashboard widgets. Because they are from the same matrix, they have the same number of scale points. See Matrix Statements in a Single Widget for an example of how this can be used effectively in a dashboard.
  1. In your Dashboard Data, click on the Add Field Group button.
    Add Field Group button in blue, very bottom left of dashboard data tab in dashboard settings (first page when you enter settings)
  2. Name your field group.
    Add field group window opens over the dashboard data mapper
  3. Change the type to Measure Group.
  4. Click Add Field Group.
  5. Name your first field.
    Field appears indented below

    Qtip: The field type must be Number Set. For help recoding the scales used in your chosen fields, see the Field Recode Values (CX) page.
  6. Map it to the field in your source.
    Qtip: For questions like matrix tables, you can select Map All to automatically add all the statements beneath the measure group.
  7. Click Add Field to Group to add another Number Set field.
  8. Repeat Steps 5-8 as needed.
    Saving the dashboard
  9. Save your dashboard data.

Creating a Drill Down Field Group

Drill downs allow you to organize and manage hierarchical information so that individuals can easily filter entire groups or subgroups without selecting dozens of options. For example, you can select all of the cities in California by selecting California at the state level rather than going through and selecting every city by hand.

Be aware that CX Dashboards will automatically set up hierarchies based on your dashboard’s source data. You do not have to take the time to set up those relationships in CX Dashboards. However, if your data has incorrect relationships (e.g., Seattle as a City in California and in Washington), CX Dashboards will show both options.

This flexibility makes it very easy to quickly compare two groups of data or dive deep into a group to see what your clients are saying.

Qtip: See an example of a real-world application of drill downs on the Drill Down Hierarchies for CX Dashboards support page.
  1. In your Dashboard Data, click on the Add Field Group button.
    Add Field Group button in blue, very bottom left of dashboard data tab in dashboard settings (first page when you enter settings)
  2. Name your field group.
    Add field group window opens
  3. Select Drill Down.
  4. Click Add Field Group.
  5. Name your first field.
    Mapping fields
  6. Set the field type.
    Qtip: Drill down fields need to have a Text Set or Multiple Answer Text Set field type.
  7. Map the field to the corresponding field in your source data.
  8. Click Add Field to Group.
    Qtip: Add fields nested inside the drill down in the order that individuals will be using them (e.g., Country, State, and then City). This also affects the order they appear in filters.
  9. Repeat Steps 4-7 as needed.

Adding a Field Group to a Widget

Measure groups and drill downs can be added to  widgets and filters the same way any other field can. For example, in the simple chart pictured below, the field group can be added as a filter, an x axis dimension, or a data series.

Adding a field group in the widget editing pane

Drill downs and measure groups will be listed under the Field Group header when you click to add a field to a widget.

A line graph set by average metric and broken out by the field group

Qtip: Generic groups cannot be added to a widget the same way measure groups and drill downs can. Individual fields within a generic groups can still be added to widgets on a one-by-one basis.