Organize dimension values into custom groups

In Piwik PRO, values inside dimensions are organized into default groups. For most users, this set is sufficient for data analysis. But if you’d like to organize the content differently, you can use dimension value grouping. Let’s look at an example.

Here’s a default grouping for the Country dimension.

• Australia
• Denmark
• Germany
• Netherlands
• United Kingdom
• United States
• New Zealand

Now if you organize values into custom groups, you can end up with a list like this:

• United States+United Kingdom
• Australia+New Zealand
• Others

The reasons for organizing content differently to the default set vary from user to user. In most cases, it helps you create clutter-free reports and better understand data specific to your website. In this article, we’ll show you how.

Before you start

Here are some things to know before you begin creating custom groups:

• You can create up to 10 groups in one custom grouping.
• Custom grouping is not available in filters. But, you can apply the same conditions to the filter as in custom grouping, and the effect will be the same.
• If one value belongs to two or more groups, then the value will be assigned to the first group from your setup. It won’t belong to other groups.

Create a custom grouping

To group dimension values, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Settings.
3. On the left, click Dimension value grouping.
4. Click Add new dimension value grouping.
   

   

5. Name the dimension value grouping.
6. In Visibility, set: Author or All users. The All users option lets you share this grouping with other teammates.
   

   

7. If you want to have this grouping available on all websites, mark All websites.
   

   

8. On the right, pick the dimension that you want to use and drag it to the drop-in section.
   

   

9. Name the first group.
10. Set conditions. For example, Country is United States or Country is United Kingdom.
    

    

11. Click + Add group, name the second group and define its conditions.
12. Add more groups.
    

    

13. In Other dimension values, set how you want to group the remaining values. You can choose one of the following options:
    • Add the remaining dimension values to one group
    • Keep the remaining dimension values ungrouped

    

14. When you’re done, click Create. 
15. Your new grouping will appear on the list. You’ll be able to use it in custom reports and on dashboards.
    

    

Use custom grouping in custom reports

After creating a new grouping for dimension values, you can apply it in custom reports and on dashboards.

To use the custom grouping in custom reports, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Custom reports.
3. Edit a report or create a new report.
4. While setting up the report, add a dimension with custom grouping.
5. Click on the dimension and pick the custom grouping.
   

   

6. When you’re done, click Save report or Create report.
7. The report will show data with the custom grouping.
   

   

   Note: Custom grouping in the user flow report is available for dimensions applicable to this report like a page URL, page title, outlink URL, download URL, and more. The grouping appears on the list of interaction settings.

   

Use custom grouping on dashboards

To use the custom grouping on dashboards, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. Edit a widget on the dashboard or add a new dashboard and a new widget.
4. While setting up the widget, add a dimension with custom grouping.
5. Click on the dimension and pick the custom grouping.
   

   

6. When you’re done, click Save widget or Add widget.
7. The dashboard widget will show data with the custom grouping.
   

   

Edit, copy and delete custom grouping

Whenever you need to make changes in the custom grouping, copy or remove it, you can do it with a few clicks.

To edit, copy or delete a grouping, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Settings.
3. On the left, click Dimension value grouping.
4. Pick a custom grouping you want to work with.
5. On the right, click the three-dot icon.
   

   

6. Click edit, copy, or delete.
7. Follow the steps on the screen.

Custom grouping examples

You can use the custom grouping to design data structure that reflects your business or organization. Here are some examples:

• Group a country dimension into sales regions specific to your business. For example, if you focus on US and UK market, put these countries into one group.
• Group a page URL dimension into content categories used on your website. For example, make a group for product pages, a group for a blog, a group for a help center, and a group for landing pages. With this structure, it’ll be easy to analyze content on your site.
• Group a referrer URL dimension. For example, put your websites into one basket and websites that belong to others to another basket. This way, you’ll keep apart your traffic from external traffic.