Tableau - Grouping

hi in this video we'll see how to work with groupings in tableau grouping means if you want to group multiple data into one package that becomes a grouping part let me show you an example here I am using this workbook that is grouping here in that workbook I have picked up a data source that is global superstore 2017 these are the dimensions and the measures what I've done is I have taken in the rows that is market in the columns I have taken some of sales now this is the bar graph which I've got it now what I want is if I want to compare one city with remaining all the other cities how do I do that suppose if I want to compare Europe with the combined combination of this one as Africa and Asia Pacific if I want to combine this and if I want to compare with Europe I need to group this above two things there are various methods for grouping the easiest and the best one is you select the headers I'll select the headers as Africa ctrl-click as Asia Pacific and then simply you can just right-click on this place and select as group okay if you select this as option as group observe what will happen okay and now the group by header what it has done is Africa and Asia Pacific this both are combined and the name of the thing is given as Africa and Asia Pacific and now what I can do is I can compare Europe with Asia and Africa Pacific now you can see the both the comparison is done properly so this is how you can group multiple fields if I want to combine this la TM and if I want to combine this also what I can do is I have the option as I can just right click on this place and select as group otherwise you see there's a spin icon which is given here on the drop-down if I click on this place it says do you want to group do you want to insert this elements to this market group so if I click on this market group now if you see the name the labels of both the rows has been combined together and the name is given as L ATM and use usca now I can easily compare Europe with Asia Africa and the other one is this is us CA so I can compare all this three at one place right so this is how we can do the grouping from this grouping by headers so these are nothing but the part now when you do a grouping part okay so what we'll do is you'll get a market group earlier there was only a market but now you have got this market group so let me show you what example I'll just scroll on the top here yeah now if you observe here I have a dimension named as market and I have a dimension named as market group so what I'll use if I remove this market group and if I bring this market observe these are the original data which I had now when you combine this into a group I will remove this I will bring this market group here when you combine the data in this chart or any place that will be created as a separate dimensions and this will be stored here okay so this is a new market group which I have right so this is how we can do with help of headers there are many examples by which you can do which you can grouping so now this time what I'll do is I'll do a grouping by data window this is my data window which is given here now in this place if you see I have subcategory and the sum of sales these are the subcategories what I want to do is I want to combine five categories into one group and I'll be comparing with the other elements now what are those five categories let me see that let's say accessories appliances art binders and bookcases this five accessories I want to combine with help of this group headers I can combine okay I'll show you one more method how do you combine in one group itself so I'll scroll down till I get this subcategory because this is belonging to subcategory I will click on this subcategory drop-down and here you'll see an option named as create calculated field create group create set and parameter so here I'll click on this create group and I'll get a dialog box here now create group for a subcategory the name of the group will be given as sub category and inside bracket it will be given as group what I want is I want to insert five elements into a particular group so you need to select all the five elements by selecting control click like this if you want some more elements you can select like this control click okay after you select the elements you have to click on this group button but if you do not select anything okay if you do not select anything this will be disabled right since I'm selecting few options here I'm selecting six different categories and if I click on this group button okay if I click on this group button the name of the group will be by default combination of all the names if you see accessories comma appliances comma art and other subcategories so what I need to do is I have tried as small office appliances some name you can give it randomly and small office appliances and I've clicked outside so now this if you see this elements will be called as small office appliances now at any point of time if you think this group should be added some more elements so what you can do is you can select this options like say envelopes and you can click on this drop-down and you can select as small office appliances and that envelopes will go here select this as copiers click on this drop-down click on this small you see the copiers went up above so this way you can add the extra elements in case if you have forgotten those elements right and I will just click on apply click on OK remember the name of the group or name of the field dimension will become as subcategory in brackets group so I'll click on OK alright so right now here I don't have subcategory group I have only subcategory so I'll remove this subcategory and from here I'll pick up and drop it as subcategory rule so if you observe the all elements are given here and small office appliances the cost of small office appliances is highest as compared to other appliances if you see small office appliances No so this is how we can work with this data window you can create a group from this data window at any point of time if you think you want to edit the group you can simply click on this drop-down ok on this place and you can select the option as edit group so in this edit group if you want you can just maximize you know how to add the options at this place ok if you want to find some members from this group you can just type here and type s labels labels click on find all ok and if you see my cursor has come to that particular place labels itself and I will just click on cancel and done so this is how we can work with data window how we can group it right let's see the next part related to grouping if you want to create hierarchies with respect to groups what are this here our case here now in this place if I scroll here I have created a hierarchy that is products which consist of category and subcategory but I have recently created a that is sub category a group wise what if I want to use that into my hierarchy so what I can do is I can simply drag this option sub category group and I can drag and drop it at this place I can drop it at this place right so now I have category subcategory and sub category group so if I want I can just remove this option outside and now I have just two elements one is category subcategory group so what will happen is if I expand this if I expand this option and here if you observe I have sub category which is a group wise so if you see there's a small office appliances which comes under technology part right so I can just compare this one small application small office small office so the value or the cost of those appliances is highest as compared to other elements in all the categories part right so this we can analyze the data itself so that is related to hierarchies if you want if you do not want you can simply drag out like this and the hierarchy will be removed from this place now if you want to delete this one you simply can click on this drop down and you can choose this option as delete part and it would be deleted here if I click on this delete part you have selected one field in the view to delete this will affect the following one is the data window and second is hierarchies I'll say yes yes delete it from my place okay so it has been gone from the places wherever I have used it you can also do a grouping from this visual analytic itself so if there's some graphs some chart some scatter chart you can group the elements into one part okay for example I have selected as shipping cost and average profit in the rows and columns respectively also if you see I have found these subcategory that I'm in the colors part so whatever the subcategories are being displayed here this color the blue color resembles these are subcategories and you can see the colors which given now as I said these are different categories I don't want this categories I want to group it at one place okay so I can just select by using my mouse like this on the screen I have selected those options and if you see those are grayed out these are selected what I can do is I can just click on this menu bar here itself on the toolbar and in the drop-down if you see you want to add this elements into group which group you want to add that is subcategory I want to create a category subcategory group so selected that and if you observe what is happen is in this place I have a subcategory group which says appliances and there are some others which are given here so there are only two categories one is this one and second is this option here okay so if I click on this drop-down now if I select this option and if I click on this drop-down now now it says subcategory group the elements are divided into two different parts itself right so these are with the help of visual analytical group itself you can do the grouping from the charged part itself right so I hope you able to understand how do we group the elements with the help of headers with help of this data window you can also create hierarchies with a grouping part and also with the visual analytic is I hope you have understood that's all for this video

Channel: Tutorials Point (India) Ltd.

Views: 183,917

Rating: 4.9275498 out of 5

Keywords: Tableau - Grouping, Tableau, Grouping

Id: QEptXC972PU

Length: 10min 3sec (603 seconds)

Published: Tue Jan 23 2018