Renaming, rearranging, and removing groups on a dashboard

After you create a group, you can modify the group:

To rename a group

To rename a grouped attribute (the grouped attribute is the attribute whose elements have been added to the group)
To rearrange the display order of groups
To change the attribute elements in an element group
To change the calculation in a calculated group
To consolidate unused elements into a group
To delete a group

Prerequisite

You have already created the group that you want to modify. For steps, see Replacing attribute elements with an element group on a dashboard or Creating a new element on a dashboard using a calculation.

To rename a group

1 Click the name of the dashboard to run it.
2 Click the visualization that contains the group.
3 On the visualization, right-click the group and select Rename.
4 Type a new name for the group, then click Save to apply your changes.

To rename a grouped attribute

1 Click the name of the dashboard to run it.
2 Click the visualization that contains the grouped attribute.
3 In the Editor panel of the visualization, right-click the grouped attribute, select Rename, and type the new name.

To rearrange the display order of groups

Even if an attribute contains only one group, you can rearrange the display order, because the unused attribute elements are considered a group. You can display the group above or below the unused elements.

1 Click the name of the dashboard to run it.
2 Click the visualization that contains the group.
3 In the Editor panel of the visualization, right-click the grouped attribute, and select Edit Groups. The Group Editor opens.
4 To rearrange the order in which a group is displayed in the visualization, drag and drop the group to its new position in the list of groups.
5 Click Save.

To delete a group

1 Click the name of the dashboard to run it.
2 Click the visualization that contains the group.
3 In the visualization, right-click the group, and select one of the following:
Ungroup (displayed for an element group). The group is deleted, and each element within the group is displayed as a separate item in the visualization.
Remove Calculation (displayed for a calculated group). The group is deleted.

To change the attribute elements in an element group

1 Click the name of the dashboard to run it.
2 Click the visualization that contains the group.
3 In the visualization, right-click the group, and select Edit Group. The Group Editor opens.
4 To add elements to the group, from the Available list, double-click each attribute element to include.
5 To remove elements from the group, from the Selected list, double-click each attribute element to remove.
To remove all attribute elements from the selected list, click Clear All.
6 Click the Apply icon Apply icon to apply your changes to the group.
7 Click Save to return to the visualization.

To change the calculation in a calculated group

1 Click the name of the dashboard to run it.
2 Click the visualization that contains the group.
3 In the visualization, right-click the group, point to Edit Calculation, and select the calculation to apply to the attribute elements.

Related topics

Grouping attribute elements in a dashboard
Replacing attribute elements with an element group on a dashboard
Creating a new element on a dashboard using a calculation