Field Groups (CX)

About Field Groups

Field groups are a great way to group dashboard fields that go together conceptually. Generic groups act as a way to organize your data, whereas measure groups and drill downs let you add groups of fields onto a widget all at once.

Generic Groups

Generic groups are most useful if you want to organize your dashboard data and make it easier to find certain fields. All field types are compatible with the generic group.

Measure Groups

Measure groups are fields that have a numeric scale in common. Fields in this group must be Number Sets or Numeric Values 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.

Drill Downs

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. This flexibility makes it very easy to quickly compare 2 groups of data or dive deep into a group to see what your clients are saying.

Drill down fields need to have a Text Set or Multiple Answer Text Set field type.

Creating Field Groups in a Data Mapper Dataset

1. Click on the Add Field Group button.
   
2. Name your field group.
3. Select from the following Field Types:
   
   
   • Generic Group: Organize similar fields in your data mapper. You cannot use this group type to add fields to widgets, although you can still add each field individually.
   • Measure Group: Group fields with similar numeric scales.
   • Drill Down: Organize fields into a hierarchical structure.
4. Click Add Field Group.
5. Name your first field.
   
6. Choose the field type.
   Qtip: Compatible field types vary by group type. See linked sections on each group for more details.
7. Map the dashboard field 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 field group.
8. Click Add Field to Group to add another field.
9. Repeat Steps 5-8 as needed.
10. Save your changes.

Creating Field Groups in a Data Model

The data modeler can be used to create dashboard datasets by allowing you to flexibly combine data from multiple types of sources. Once you’ve finished setting up your data model, you add an output dataset. This output dataset contains a final list of all of the fields your data model will contain. Here, you can create field groups.

1. Edit your data model dataset.
   
2. Click the output dataset.
   
3. Select Dataset Editor.
4. Select the fields you want to group together.
   Qtip: It’s okay if you can’t select everything. You can add more fields later.
5. Click Actions.
6. Select Group Field(s).
7. Highlight the field group name to give it a new one.
   
8. Change the group type:
   • Generic Group: Organize similar fields in your data mapper. You cannot use this group type to add fields to widgets, although you can still add each field individually.
   • Measure Group: Group fields with similar numeric scales.
   • Drill Down: Organize fields into a hierarchical structure.
9. Publish your dataset to save your changes.

Editing Field Groups in a Data Model Dataset

Here are some tips on how to edit field groups created in a data model dataset.

Moving fields to an existing group

To move new fields to an existing group, select both the new field and the field group itself, then click Move Field(s) to Group.

Removing fields from a group

Select the fields you want to remove from a group, then select Ungroup Field(s) from the Actions menu.

Deleting field groups

Deleting a field group does not delete the fields inside it. To delete a field group, select it, then select Delete Field Group(s) from the Actions menu.

Adding a Field Group to a Widget

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

Measure groups can also be selected as the numerator or denominator in a Subset Ratio Metric. Drill downs cannot be used in subset ratios.

Measure groups cannot be used as widget filters, but individual fields in a measure group can be used in widget filters. Drill downs can be used in widget filters.