The values in Tableau groups, which combine multiple items into one, can change. In this video, learn how to edit and delete groups.
Many times the groups you create in Tableau will be permanent, such as when a company acquires another and both become a single entity. However, there will be times when you create a group to help with specific analysis. When you want to edit a group, either by changing its alias, adding values, removing values or deleting the group entirely, you can do so quickly. In this movie, I will demonstrate these techniques using the 0704 manage groups sample workbook, you can find that in the Chapter 7 folder of your exercise files collection. In my visualization, I have a group for Blueprints and eBooks. If I want to edit that group then I can go to a product category group pill, I have one here on the rows shelf and another here under 'Dimensions' on the data panel. So I click there and then click 'edit group' and at the top you see that I have my Blueprints and eBooks group, it just so happens to come at the top because it's first in alphabetical order. If I had Robot kids and Robots in a group then those would appear in alphabetical order as well. So let's say that I want to add training videos to my product group. To do that, I can click the training videos item, click the 'add to' control, select my group, and it's done. If I want to remove an item from a group then I can select it and in this case I'll remove training videos. Click 'ungroup' and it's removed but the rest of the items remain in the group. Now let's say that I want to change the alias of a group and in this case that would be Blueprints and eBooks. So I click the group, and click 'rename'. The name is highlighted, and I can just type 'supporting documents', (typing) press Enter and the alias has been changed. I'll go ahead and click 'okay' and close the dialogue box. If I want to change the alias of a group from inside of a visualisation, then I can right-click the name and click 'edit alias' and I can edit the text here. I already have the value that I want so I will just click 'okay'. I didn't make a change so I could also have clicked 'cancel'. If I want to undo a grouping operation, that is, get rid of a group, then I can click the group and then either in the super tool tip that appears, or, on the tool bar click the button, the grouping button, which is now 'ungroup members' so I click that, select the group that I want to get rid of and all of the group elements have been separated out and the group is no longer in operation.
- 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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