Grouping field

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When analyzing data, you often need to categorize raw dimension values into meaningful segments — for example, grouping individual ages into Minor, Youth, Middle-aged, and Senior. A grouping field lets you define these categories directly in the dataset, so you can slice data by group without writing a calculated field.

Prerequisites

Before you begin, ensure that you have:

Create a grouping field

Quick BI provides two entry points for creating a grouping field.

From the toolbar

  1. On the Data processing page, click New grouping field.

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  2. In the New grouping field dialog box, configure the parameters and click Save.

    For configuration examples, see Examples.image

    Note

    A grouping field cannot be referenced by a calculated field.

From the field list

In the Field outline or Data preview, hover over the target field, click the image icon, and select New > New grouping field.

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Configure the parameters in the New grouping field dialog box and click Save.

Examples

  • Geographic grouping — group the Province field into six regions.

    • Northeast China: Heilongjiang,Liaoning,Jilin

    • North China: Beijing,Tianjin,Hebei,Shanxi,Inner Mongolia

    • East China: Shanghai,Jiangsu,Zhejiang,Anhui,Fujian,Jiangxi,Shandong

    • Central and South China: Henan,Hubei,Hunan,Guangdong,Guangxi,Hainan

    • Southwest China: Chongqing,Sichuan,Guizhou,Yunnan,Tibet

    • Northwest China: Shaanxi,Gansu,Qinghai,Ningxia,Xinjiang

    image

    After you save, a new dimension field is added to the dataset and automatically populated with the corresponding group name.image

  • Age grouping — group the Customer Age field into four ranges.

    • Minor: 0 <= age < 18

    • Youth: 18 <= age < 40

    • Middle-aged: 40 <= age < 56

    • Senior: age >= 56

    image

  • Date grouping — group a date field to define campaign phases.image