Field Groups (CX)

About Field Groups

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

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.

1. In your Dashboard Data, click on the Add Field Group button.
   
2. Name your field group.
   
3. Change the type to Generic Group.
4. Click Add Field Group.
5. Name your first field.
   
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.

1. In your Dashboard Data, click on the Add Field Group button.
   
2. Name your field group.
   
3. Change the type to Measure Group.
4. Click Add Field Group.
5. Name your first field.
   
   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.
   
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.

1. In your Dashboard Data, click on the Add Field Group button.
   
2. Name your field group.
   
3. Select Drill Down.
4. Click Add Field Group.
5. Name your first field.
   
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.

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