Group Entities in the Visualised Group Structure

The Group option in the Edit Panel in Group Structure Visualisation allows you to group entity boxes in clusters based on entity details.

1. Run a group structure and select Visualisation.

   Refer to Run a group structure to learn more about how to run a group structure.

2. In the Edit Panel, select the Group tab.

3. Select Add a group and select a value from the list.

   For example, select Company Type. The selected group is added to the list in the Edit Panel.

4. (Optional) Repeat step 3 to add more groups until you define a maximum of three groups.

   For example, select Country from the list.

5. (Optional) Change the order of the groups by using the arrows next to the group.

   The order of the groups defines the order in which they are applied to the chart.

6. Select Apply to update the chart.

   The group structure chart updates, and the entity boxes are grouped according to the selected entity details.

What's next?

You can save the group settings for later use for yourself and also share them with others. Refer to Save and Share Settings to learn more.

To share the chart with others on your team or print it out for a meeting, use the export option that best fits your needs. Refer to the topics on how to create exports.

See also

Save and Share Settings

Display User-Defined Fields in Group Structure and Visualisation

Create a PDF Export

Create a PNG Export

Create a PowerPoint Export

Export as Chart File

Filter the visualised group structure

Sort Entities in the Visualised Group Structure

Set Details to Display in Entity Boxes

Ownership Options in Group Structure Visualisation

Create conditional formatting rules for entities