Tableau groups let you assign items to specific groups and combine all leftover items into an Other group. In this video, learn how to define a group for Other values.
- When you analyze data in Tableau you can define a group. That is a series of elements that should be considered together. In this movie, I will show you how to create an Other group, which is composed of items that are not included in a group that you have created specifically. My sample file is 0702 Other and you can find it in the Chapter 7 folder of the exercise files collection. In this workbook, I have a single worksheet and in my text table I have grouped Robot Kits & Robots together into a group. And you can see that I have my Product Category group on the Rows shelf. But lets say that I want to compare Robot Kits & Robots versus everything else, one great way to get a total or to create that summary is to define an Other group. There are two ways to do it and I'll show you both. The first can be done using using the Product Category group pill that's over in the Dimensions section of the Data panel. I will click that pills down arrow and then about a quarter of the way down click Edit Group. The Edit Group dialogue box appears and I can see my Robot Kids & Robots group here. If I want to define an other group consisting of all of the other category's, then I can check the Include 'Other' checkbox, which is in the lower left hand corner. So I'll click that and I will drag my Edit Group dialogue box a little bit to the right. Click Apply and there I see my new group. So I have Robot Kids & Robots at 3.6 million and Other 3.3 and that is valuable information. What I've done is I have grouped everything else together without really having to do anything except for say, I'd like to see all the other items in a group. If you have multiple groups, then those groups would appear separately and Other would be anything that you haven't included in a separate group. I will uncheck the Include 'Other' box and click OK. And now I can show you the second way to create an Other group. To do that you need to use a pill that is currently on a shelf. So I've got Product Category group on the Rows shelf, I'll click it's down arrow and you see that an item in it's drop-down menu is Include 'Other'. So I'll click that and the Other group is created directly. If I want to turn it off, I can go to the same pill, click the down arrow and clear Include 'Other' by clicking it again. And we are back to our original view of our data.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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