> ## Documentation Index
> Fetch the complete documentation index at: https://insightsoftware-preview.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Select And Group Data For A Metric Set

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<b>This applies to:</b> *Managed Dashboards, Managed Reports*

This topic provides links to topics related to selecting and grouping data.

## New Metric Set

1. To create a metric set in the full-screen editor, select <b>Business</b> in the [main menu](/logi-symphony/symphony/v24/navigate/the-symphony-main-menu), then <b>Metric Set</b>.

2. Start by choosing your first data source. a wide variety of security and permissions

<img src="https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=a878a12c0f03098ac8b853522c0b50c7" alt="Selecting and Grouping Data > Choose Data Source" data-og-width="900" width="900" data-og-height="589" height="589" data-path="images/image_728.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?w=280&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=1aa0b70205e5f5f24a73c4ec3bfbb808 280w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?w=560&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=8e1bcde706735977cb391a83489739bc 560w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?w=840&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=a1a302f880146c4c5bb02379b568e750 840w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?w=1100&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=92ff28af627a6c0f9e60259393bbfa80 1100w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?w=1650&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=7a4bad940f66957bb1ea64e773df1ce3 1650w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_728.png?w=2500&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=ec5c0a6c7077d48196c367566d9e6675 2500w" />

This can be any data found under a data connector or data cube someone has already added to Symphony, or a file from your computer like a spreadsheet.

3. Drag it onto the canvas, or choose <b>Use an existing data structure</b> to locate it in Symphony.

4. A table visualization now displays whatever data you chose with the *Data Analysis Panel* to the left.

<Note>
  <b>Note:</b> Create and edit metric sets directly on a dashboard or other view by dragging data onto its canvas, then using the same Data Analysis Panel.
</Note>

## Adding More Data

The Data Analysis Panel is central to choosing and analyzing data. Regardless of which visualization you use, you can group and filter your data by placing it under one of these same four options:

* <b>Measures</b> : numeric values that can be grouped and filtered

* <b>Rows</b> : group by this data into a row for each value

* <b>Slicers</b> : filter the data by the selected values

* <b>Columns</b>: group by this data into a column for each value

You can find more details and examples in Slicers versus columns and rows.

To see more data, drag it from the <b>Explore</b> window, or you can <b>click to add</b> more data from your current data source.

<img src="https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=d6e39fad9e39c911f1b4e586231378ab" alt="Selecting and Grouping Data > Adding a Metric Set" data-og-width="2007" width="2007" data-og-height="1113" height="1113" data-path="images/image_9494.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?w=280&fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=11379c9616bf627dcb37945cf249abbc 280w, https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?w=560&fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=fe321c38f156104857fed5fd515648c8 560w, https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?w=840&fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=e91c89c3a7d9fb35fa11f1b48a60f794 840w, https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?w=1100&fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=54875ced61cf5cde50328e1b9955758a 1100w, https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?w=1650&fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=2f1bce839f82b98accea2439a1914ca0 1650w, https://mintcdn.com/insightsoftware-preview/vrCSq4zjYJiUEBhY/images/image_9494.png?w=2500&fit=max&auto=format&n=vrCSq4zjYJiUEBhY&q=85&s=c635e122342386dbdc43d671369ebf84 2500w" />

<Note>
  <b>Note:</b> In the Explore window, different icons indicate whether data is has been categorized as a measure (numeric data) or a hierarchy (usually non-numeric data). If you are working with data from a data connector directly, you can use numeric data as either a measure or hierarchy regardless, or you can right-click and choose <b>Change Category:</b> to switch between them. (Database primary keys with key icons are typically numeric but used as hierarchies.)
</Note>

When dragging, you can drop data directly where you want it in the Data Analysis Panel, or onto the blue highlighted area of the visualization if you're not sure where to drop it. In a full screen metric set, you can also access the <b>Assistant</b> from the toolbar and type what you want to see.

By placing data on <b>Rows</b> or <b>Columns</b> , you are grouping by those values in the order they are placed. For example, place a time dimension hierarchy on Rows to see sales numbers grouped by year, even if the data source contains many rows for individual dates.

<img src="https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=c68a4562ec27c7cc50195152d119f61e" alt="Selecting and Grouping Data > Metric Set Grouping" data-og-width="850" width="850" data-og-height="615" height="615" data-path="images/image_8105.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?w=280&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=844d83e355e64aed611a3f81ad552e16 280w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?w=560&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=d42f1885aacc5d6bbb1c03be56474440 560w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?w=840&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=874d40270be07de1309690205badd132 840w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?w=1100&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=7209a0d36b34bc6cece9dbe0bc624f9b 1100w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?w=1650&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=a8173aa2fbc76b5af394c4ecd289910b 1650w, https://mintcdn.com/insightsoftware-preview/oWHMgqc6VSwgz_WC/images/image_8105.png?w=2500&fit=max&auto=format&n=oWHMgqc6VSwgz_WC&q=85&s=d270dc587bc7776bba281a6f16074eff 2500w" />

<Note>
  <b>Note:</b> You can drag data from another table or data source in the Explore window and it will be automatically joined. This uses database relationships for tables from the same database, or relationships for different data sources.
</Note>

If you <b>click to add</b> the special option <b>\< Row Number></b>, the data will not be grouped and all original rows will be displayed unaggregated and unsorted as raw data. There are various limitations with raw data mode, but in return this allows you to view the underlying data unmodified. This option is also initially selected when you select or drag an entire table or spreadsheet as the data for your metric set.

<img src="https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=fc92fc1748fdba2a4d5f7c0e6f17d01a" alt="Selecting and Grouping Data > Raw Data" data-og-width="850" width="850" data-og-height="626" height="626" data-path="images/image_1163.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?w=280&fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=285ec294da3ca5e5b6a37f1dbb880824 280w, https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?w=560&fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=9eae86700e26514b07603226012174eb 560w, https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?w=840&fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=a69282807b25f4091369812e4d262955 840w, https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?w=1100&fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=30a5500f8ca2eea814ad78b04d0a7982 1100w, https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?w=1650&fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=053715ece720d4337c5cf945bf38d3d1 1650w, https://mintcdn.com/insightsoftware-preview/dcAFkfQGefV0MZaY/images/image_1163.png?w=2500&fit=max&auto=format&n=dcAFkfQGefV0MZaY&q=85&s=9df054a1e7b15c32bdfb60a7cd7e9d64 2500w" />
