VLookup kind of Dynamic Custom Group in Dashboard/Dossier Custom groups enable users to view specific elements based on a metric or specification. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. The Scenario Let's assume you have a table that clusters your Employees by the Cost brackets. Based on those brackets a Rating is defined (like A, B, C...). This table can be imported from Excel file or from a table in relational database. You will notice there is a flag column that contains value '1' for each row. If you don't have this column in your data don't worry! Just use the Upper column instead in the formula (see formula of 'Rating Metric' below). Continue on with the process. Methods for creating a custom group Currently, your Dashboard or Dossier displays Cost per Employee , but it is missing ...
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