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The Tableau Workshop

You're reading from   The Tableau Workshop A practical guide to the art of data visualization with Tableau

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781800207653
Length 822 pages
Edition 1st Edition
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Authors (5):
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Shweta Savale Shweta Savale
Author Profile Icon Shweta Savale
Shweta Savale
Kenneth Michael Cherven Kenneth Michael Cherven
Author Profile Icon Kenneth Michael Cherven
Kenneth Michael Cherven
Sumit Gupta Sumit Gupta
Author Profile Icon Sumit Gupta
Sumit Gupta
Sylvester Pinto Sylvester Pinto
Author Profile Icon Sylvester Pinto
Sylvester Pinto
JC Gillet JC Gillet
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JC Gillet
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Table of Contents (12) Chapters Close

Preface
1. Introduction: Visual Analytics with Tableau 2. Data Preparation: Using Tableau Desktop FREE CHAPTER 3. Data Preparation: Using Tableau Prep 4. Data Exploration: Comparison and Composition 5. Data Exploration: Distributions and Relationships 6. Data Exploration: Exploring Geographical Data 7. Data Analysis: Creating and Using Calculations 8. Data Analysis: Creating and Using Table Calculations 9. Data Analysis: Creating and Using Level of Details (LOD) Calculations 10. Dashboards and Storyboards 11. Tableau Interactivity: Part 1

Grouping Data

The grouping of data is useful when you want to simplify or stack multiple dimension rows/members into one bigger bucket. For example, say you are working on a report on the population of countries in the world, and the standard data does not contain a custom grouping of all the South Asian countries. When you decide to create a custom grouping of all the South Asian countries by grouping countries such as India, Pakistan, Nepal, Sri Lanka, and so on, you will notice that a new dimension is added in your Data pane:

Figure 11.1: Sub-category group in the Sample - Superstore dataset

As is often the case with Tableau features, you can achieve the same results in multiple ways. You can use either of the following methods to create a group:

  • Create a group from the worksheet view.
  • Create a group from the Data pane.

You'll practice the both of these options in the following exercise.

Exercise 11.01: Creating Groups

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