Member Groups (KPI Admin)

Owned by Arielle Kaye Odeste
Mar 15, 2022
4 min read

Overview

Under KPI Admin module, we have sub-section Member Groups. It is essentially the ability to group the dimension members in more manageable groups. The concept of virtual members is very useful from the perspective of restructuring a dimension to present meaningful information For instance, the table below shows this concept using a small set of data:

In the next chapter, we will demonstrate how to set up your eMite cube in order to achieve the same results in a real dashboard.

Accessing the Setup Page

You can find the Member Groups as a menu item in the KPI admin module.

 

Creating a Dimension

  1. Under Connections, select the ElasticSearch IndexGroup.

  2. Under Cubes, select the index name where you want to create a member group on a dimension.

     

  3. Under Dimensions, select the dimension you want to apply a group upon.

     

  4. Under Member Group Definition, select the name for the new dimension that will hold the new groups to be created.

     

  5. Under Default Group Label, set up a default group label to catch the members that might not be mapped when new data comes through.

  6. Click Add.

Once the changes have been added, a success message will display on the top right corner of the screen.

Creating the Group Labels

Now, let's create the group labels. These labels will group up the members, replacing the original values.

In other words, all members of "QueueName" will be arranged in the new dimension (Queue Group) among 3 new members: "Group A", "Group B", "Group C". 

Let's start with "Group A":

  1. Under Member Group Label, enter the group name.

  2. Click Add.

Once the changes have been added, a success message will display on the top right corner of the screen.

 

Proceed the same way with "Group B":

 

And repeat it for "Group C".

Linking the Members with the Group Labels

The final bit will be associate the original members of QueueName with the group labels we've just created in the previous chapter.

  1. Under Member Group Label, select "Group A".

  2. Under Terms, select the terms you want to link with "Group A".

  3. Click the move icon (">>").

     

  4. Click Update.

     

If you are not able to see all the members, you can use the "Load more...": option.

Or even search it:

Keep on the same procedure for the members you want to associate with "Group B" and "Group C":

Any dimension member which is not part of any group will fall into the default group label “Unassigned” we defined in Creating a Dimension (above topic) 

Creating a Report

Now we will understand graphically how member group impact our index and its dimension.

Access the RTBI Admin page and make sure that the Index Server gets refreshed.

You should now be able to see the new dimension (Queue Group) in the dashboard, as well as original dimension (QueueName).

As mentioned before, the groups "A, B and C" that we created in the previous steps have become the members of this new dimension, allowing you to create reports as any other dimension in your index.

Understanding the Trade-Offs

This feature relies on the server memory. Therefore, we have to take some measures to prevent memory leaks. By default, it will be allowed to group up 10,000 members per dimension.
However, if you have processing power in place it is simple to increase this limit by changing this setting in the global settings JSON file:

It will enable the grouping of as many members as you define, however increasing the memory usage in exchange.

A limitation currently is that the use of this feature is only possible over the X-axis in cube report.