AQX Help
Creating Groups In Dictionary Selections
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AQX Selection Tabs > Dictionary Tab > Dictionary Selection > Creating Groups In Dictionary Selections

Glossary Item Box

AQX allows you to define your own dictionary structure by creating groups and sub-groups then adding dictionary items into the group folders. This effectively allows you to create your own dictionary hierarchy and allows for greater flexibility in reporting.

In AQX groups can be created in the same area as other dictionary selections which means that they can be used in conjunction with a normal dictionary selection and saved as one overall selection.

 

How to Create a Group Structure

The steps to creating a group are listed below

Show1. Create a Group/ Sub-group folder structure

To create a Group folder:

  1. Right click in a blank area in the Selected Pane
  2. Select Add Sub Folder
  3. Give the folder a name.

To create Sub-groups within a group folder:

  1. Right clicking over the group folder you want to create a sub-group in
  2. Select Add Sub Folder
  3. Give the folder a name

With either of the above you can make as many groups & subsequent sub-groups as you like. Once you've created your structure - all you need to do is drag the appropriate dictionary items into the structure as required.

TIP: If you wish to repeat a folder structure you have just made - you can copy and paste the folders into your selection as many times as you like. Then just rename the folders as necessary and drag in the appropriate items as outlined in step 2 below.

Show2. Place Dictionary items into the group structure

Next you need to move the dictionary items you require into the group folder/s.

Selections are made as per a dictionary selection (for more information - see Create a Dictionary selection) - HOWEVER - there are a few things to note as outlined below.

  • Drag Mode is generally the easiest mode to make group selections with - especially if you are using the existing hierarchy to select an item and you don't want the full hierarchy path to be included 
  • When using Drag Mode - if you want an item to be placed within a certain folder - drop it when the folder you hover is highlighted orange and the text is bold. If you get a long grey line above or below the folder - it will place the item at the same level as the folder, not within it. See Examples below.
  • If you use Click Mode - you must highlight the group folder you wish the selection to go into BEFORE making the selection otherwise it will add it as a separate selection after the folder/s in the Selected Pane. However if this does happen - you can always drag the item from below the folder into the folder.
  • By default - any hierarchy clicked on to make the selection will be remembered and only the activity/spend via that hierarchy will be shown. (i.e. it will filter the selected group items by the hierarchy)
  • By default - selected group items will be highlighted in the list. In Drag Mode only the actual item moved in will have a blue cross  beside it and appear in bold blue writing. Any hierarchy used to make the selection will have blue text that isn't bold. In Click Mode all items in hierarchy will also have the blue cross  and bold blue text
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    Examples of dragging items into Groups

     

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