To access the Custom groupings overview page and view all the custom groupings you have created, follow these steps:

On the Custom groupings overview page, you will be able to see and manage all the custom groupings you have created:

From this page, you can access any of your custom groupings.

Furthermore, certain actions related to a custom grouping can be accessed through the 'More' menu, which is represented by three dots located on the right side of the screen for each custom grouping.

To edit a custom grouping, simply select the 'More' menu and then choose 'Edit custom grouping':

Editing a custom grouping follows the same process as creating a custom grouping. However, it is important to note that editing a custom grouping can potentially cause issues if the grouping has been used elsewhere in Alvie.

Once a custom grouping has been associated with a model or a report in Alvie, it is advised not to:

Making either of these changes can potentially disrupt the functionality of the models that rely on the defined groups.

If you need to remove data sources or groups, it is recommended to create a copy of the existing custom grouping, make the necessary changes, and then update the models that depend on the grouping to use the updated custom grouping.

To copy a custom grouping, simply select the 'More' menu and then choose 'Copy custom grouping':

A full copy of the custom grouping will be created.

To delete a custom grouping, simply select the 'More' menu and then choose 'Delete custom grouping':

Once this action is performed, a custom grouping will be deleted. Please be aware that this may potentially impact other models that rely on this custom grouping. We strongly recommend exercising caution and careful consideration before making the decision to delete the custom grouping.