Skip to main content

Grouping and Organization

Keep complex analyses manageable by organizing related Views into logical groups.

What is Grouping?​

Grouping lets you bundle related Views together in your node graph. Instead of dozens of scattered nodes, you can organize them into named collections that collapse and expand. It's like folders for your analytical pipeline.

Groups help you manage complexity as your Workbook grows.

Grouped Nodes

Related Views organized into a collapsible group

Why Grouping Matters​

Visual clarity: Complex analyses with 20+ Views become manageable.

Logical organization: Group by business function, analysis phase, or data domain.

Easier navigation: Collapse groups you're not currently working on.

Better collaboration: Team members understand structure at a glance.

Documentation: Named groups serve as labels for pipeline sections.

How to Create Groups​

Grouping Existing Views​

  1. Select multiple Views: Click and drag to select, or Ctrl/Cmd+click individual nodes
  2. Right-click selection: Context menu appears
  3. Choose "Group": Option to group selected Views
  4. Name your group: Provide a descriptive name (e.g., "Customer Segmentation Logic")
  5. Confirm: Group is created and nodes are visually bundled

Creating a Group

Right-click menu with Group option

Asking AI to Group​

You can also request grouping via chat:

Group all the customer-related Views together
Organize the revenue analysis Views into a group called "Revenue Pipeline"

The AI will identify relevant Views and create the group.

Managing Groups​

Expanding and Collapsing​

Collapse group: Click the collapse icon to hide internal nodes

  • Shows only the group boundary
  • Input and output connections remain visible
  • Simplifies the graph view

Expand group: Click to show all nodes within

  • See the internal structure
  • Edit individual Views
  • Understand data flow within the group

Expand/Collapse

Collapsed group (left) and expanded view (right)

Renaming Groups​

  1. Right-click the group name
  2. Select "Rename"
  3. Enter new name
  4. Confirm

Use descriptive names that explain the group's purpose.

Adding Views to Groups​

Drag and drop: Drag an ungrouped View onto a group to add it Via selection: Select Views + existing group, right-click, choose "Add to group"

Removing Views from Groups​

  1. Select the View inside a group
  2. Right-click
  3. Choose "Remove from group"
  4. View becomes ungrouped

Deleting Groups​

Right-click the group → Select "Delete group"

Important: This deletes the group container, not the Views inside. Views become ungrouped but remain in your Workbook.

To delete Views themselves, select and delete them separately.

Organizational Strategies​

By Business Function​

Example groups:

  • "Customer Acquisition"
  • "Churn Analysis"
  • "Revenue Optimization"
  • "Product Performance"

Each group contains Views related to that business area.

Functional Groups

Grouping by business function

By Analysis Phase​

Example groups:

  • "Data Cleaning"
  • "Feature Engineering"
  • "Segmentation Logic"
  • "Final Metrics"

Shows the analytical workflow stages.

By Data Domain​

Example groups:

  • "User Behavior Data"
  • "Transaction Data"
  • "Marketing Campaign Data"

Organized by the type of data being processed.

By Iteration​

Example groups:

  • "Initial Approach"
  • "Refined Analysis v2"
  • "Final Production Logic"

Useful when experimenting with multiple approaches.

Groups in the Sidebar​

Groups appear in the left sidebar under "Groups":

  • Listed alphabetically
  • Show member count (e.g., "Revenue Pipeline (6)")
  • Click to highlight the group in the graph
  • Collapsible section

Sidebar Groups

Groups section in the left sidebar

Understanding Group Boundaries​

Data Flow Through Groups​

Groups don't change how data flows—they're purely organizational:

  • Data enters: Views outside the group can feed Views inside
  • Data exits: Views inside can feed Views outside
  • Transparent: Grouping doesn't affect calculations or dependencies

Think of groups as visual containers, not functional barriers.

Collapsed View Connections​

When a group is collapsed:

  • Input connections: Lines from outside showing what feeds the group
  • Output connections: Lines to outside showing what the group produces
  • Internal flow: Hidden until you expand

This lets you understand high-level data flow without seeing every detail.

Collapsed Connections

Data flowing through a collapsed group

Common Use Cases​

Complex multi-step analysis: Group the 8 Views that calculate customer lifetime value

Experimental branches: Group "Experiment A" Views separately from "Experiment B"

Reusable components: Group Views that form a reusable analytical pattern

Teaching and documentation: Group Views to show logical sections when presenting

Cleanup: Collect deprecated or archived Views into an "Old Analysis" group before deleting

Tips & Best Practices​

Name groups clearly: "Revenue Analysis" is better than "Group 1"

Keep groups focused: 5-10 Views per group is ideal—more gets cluttered

Don't over-group: If your entire Workbook is one group, grouping isn't adding value

Use collapse frequently: Keep working areas visible, collapse finished sections

Document with groups: Group names serve as in-graph documentation

Match mental models: Organize how you think about the problem, not just by View type

Experiment with structure: Try different groupings to see what makes sense

Combine with sidebar search: Search for a View name, then see what group it's in

Groups and the Reactive System​

Groups don't affect reactivity:

  • Update a Source → grouped Views recalculate normally
  • Edit a View inside a group → downstream Views update (even if outside the group)
  • Grouping is visual only, not functional

Limitations​

One group per View: A View can only be in one group at a time (no nested or overlapping groups)

Manual organization: The AI doesn't automatically create groups (though it can if you ask)

No group-level operations: You can't "run all Views in a group" or similar—groups are organizational only

Workspace Cleanliness​

As your Workbook grows, use groups to maintain clarity:

  • Week 1: 5 Views, no groups needed
  • Week 2: 15 Views, create 2-3 groups
  • Week 3: 30 Views, multiple groups essential
  • Long-term: Regularly reorganize and rename groups as analysis evolves

Growth Over Time

Workbook organization evolving from simple to grouped