Tableau groups let you combine multiple items into a single item for the purposes of visualization and calculation. In this video, learn how to define a group.
- [Narrator] One of the central truths about business is that things change. For example, one customer might acquire another and they become one company. In this movie, I will show you how to combine elements from a data set by creating a group. My sample file is 0107 Group and you can find it in the chapter seven folder of the exercise files collection. In this workbook, I have a single worksheet, and in it, I have a text table summarizing sales by customer. And let's say that one of my clients, one of my corporate customers, acquires another. So, for example, the Balistreri Group might buy Barrows Incorporated. If I want to group those together, so all their sales are considered using a single element in the text table and other visualizations, I can select the two items. So I'll click Balistreri Group, hold down the Control key and click Barrows. I could add more if I wanted to, but in this case, it's just two. And then here in the super tool box or super tool tip that appears, I can go over to the group members button, looks like a paperclip, click it, and Tableau creates a group for me. The group members button is also available here on the toolbar. And I will resize the column a bit so that I can see all of the names. So what are some times that you might want to use groups? Well, the first is the scenario that I presented here where a customer acquires another customer. It's also great if you're cleaning up your data and you have customers spelled two or more different ways. So, for example, if the Balistreri Group had the first R left out in some of the data entry, then you would know that you had entries for the same company in two different places in your database. If that's the case, you can create a group so that those two elements would be brought together. Groups are extremely useful and I'm sure that you will find a lot of ways to benefit from them.
- 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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