How to Create a New Group Based on a Template Group

Every Analyst account comes with a number of pre-loaded industry and occupation groups, found in the Template Groups tab of the Groups menu. One example is a number of industry clusters developed by Purdue University.

These clusters are great starting points and in many cases can be used off the shelf for regional analysis. But you may want to add to or subtract from a group to make it just right for your particular region or project. Here’s how to do that:

1. In the header bar, click the Groups menu
2. Select Industry Groups
3. Select Template Groups
4. Select the group you’d like to start with (we’ll do the Purdue: Advanced Materials cluster here)
5. Click the top check box of the list of industries to select them all
6. Click Jump To > Industry Table

You now have an industry table with all of the preloaded industries for the Advanced Materials cluster. In the lefthand options bar you can remove or add new industries to this list. When finished, select the full table and click the blue +Create Group button to create the new group.