Organizing data

There are many ways to organize data in Tableau. For the Desktop Specialist exam, Tableau specifies understanding how to build groups, hierarchies, and sets. This section will provide simple, how-to examples for each by utilizing our dataset.

Grouping data

The primary usage of grouping data is organizing dimensions in bigger dimensional containers (for example, instead of 14 results, you may see the split as 3 distinct results). This is helpful to roll up data and categorize it reasonably for analysis. You will work on a group data exercise to learn how to create a group and subsequently learn how to edit the group.

Note

Measures cannot be grouped.

A grouping data exercise

In this exercise, I want to see the shipments processed by express versus non-express delivery. In the dataset, no field identifies that explicitly, but Ship Mode has the dimensions to help you identify that. This exercise will help you learn how to create and manage a group:

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