Opportunity Visualization Grouping Tab

Use the Grouping tab to select the grouping categories that you want to use to group data on the visualization map.

The categories you select on this tab are available in the drop-down list for the Grouping option in the Visualization window. You can easily switch from one category to another or add multiple categories to modify the focus or structure of the map.

Contents

Field	Description
Drop-down list in the upper left corner of the grid	The Vision grids contain a drop-down list that displays a combination of the following options: Print grid information Export grid data to Excel Enable Grouping Not all options are available on all grids.
Move to top	Click the Move to top grid option to move all grouping criteria (rows with Group selected) to the top of the list. (The current order of the remaining rows does not change.)
Find	Click the Find grid option to search the Group By column for text that you specify.
Find Next	If you use the Find option and the first instance of the search text is not the one you want, click the Find next grid option to find the next instance.
Row selection column	When you click in a row in the grid, the first column of the grid displays next to it to mark the currently selected grouping criterion.
Group	Select Group for each category by which you want to group information on the map. You must select at least one grouping category. For example, to display metric values for opportunities, select Opportunity Number or Opportunity Name. The categories you select on this tab are available in the drop-down list for the Grouping field in the Visualization window. Use and to the left of the grid to move rows up or down in the list if you want to change the order in which Vision displays grouping categories in the drop-down list for the Grouping field.
Group By	The Group By column lists the categories by which you can group data on the visualization map. Select Group for a category to include it in the list of grouping categories in the Visualization window. For example, if you want to be able to generate the visualization map and be able to change the grouping in the Visualization window from opportunity type to opportunity number or to company, select the Group check box for Type, Opportunity Number, and Company.
Inner Group	If you normally want information on the visualization map for the grouping category in Group By to be grouped at a second level also, select the grouping category for that second level in Inner Group. If you specify an inner group, you can select the two grouping categories as a single option in the Grouping field in the Visualization window. For example, suppose you always want the visualization map to group opportunity information by opportunity type. To do that, you select these settings: Group By: Type Inner Group: Opportunity Name The drop-down list for the Grouping field in the Visualization window displays this grouping option as Type, Opportunity Name. If you select that option, the visualization map displays a block for each opportunity, and those opportunities are grouped by type. If you save these options as part of a set of saved options or as a favorite report, they are available each time you generate the visualization map. However, you are not required to specify an inner group on the Grouping tab in order to use multiple grouping levels for a visualization map. If you selected Type and Opportunity Name as separate grouping options for the map rather than linking them as an outer group and inner group, you could select Type in the Grouping field in the Visualization window and then add Opportunity Name as an additional category to create the same grouping hierarchy.
Hierarchy Label	Enter the label you want Vision to display for the grouping category in the drop-down list for the Grouping field in the Visualization window.