Tableau groups combine multiple values into one value in visualizations. In this video, learn how to find members of a group.
- [Man] The data collections you summarize in Tableau can be quite large. If you want to add members to a group, but don't want to waste the time scrolling through all the values in the dimension, you can use the group dialog box's 'Find' capabilities to identify the values you want to add. I'll demonstrate how to do that in this movie, using a relatively small and manageable data set. You can find that data in the 0703 'Find' workbook. That's available in the Chapter 7 folder, of the exercise files collection. In this vis I already have a group in my text table, and that is 'eBooks & Training Videos', which you can see here. If I want to add an element to the group by searching for it using 'Find', in the edit group dialog box, then I need to open that dialog. I will go to either the product category group: pills, there is one here on the rows shelf, there is also one in the dimensions area of the data panel here. So, I'll click either down arrow, and click edit group. That displays the edit group dialog box. You can see that I already have my group, 'eBooks & Training Videos', and down near the lower right-hand corner of the dialog box is the 'Find' button. So I'll click 'Find', and there are my controls. The controls in this section allow me to add text that we'll search for and I can also set my search criteria. So, that can be 'Contains', or it can be 'Starts with', or 'Exact match'. So, I can look for the text anywhere within an item. I can make sure that it starts with the text that I specify, or I can look for an exact match. Range: I can either look at 'All' or just within 'eBooks & Training Videos'. You will almost always use 'All' in this case if you are adding a member. If you are deleting a member, then you would only want to search within that group. So, let's say that I want to search for blueprints, and one way to do that will be to look for the letters 'T' and 'S' next to each other. So, this would be a 'Contains' search. So, I'll click on the 'Find members' text box, type 'TS' and then click 'Find All', and as you probably realized, I've returned every item not in my 'eBooks & Training Videos' group except for drones. So, that search did not work well at all. We can change that by changing 'Contains' to 'Starts with', and if we're looking for blueprints, then I can just type 'bl', click 'Find All', and 'Blueprints' is now highlighted. That's the only category I want to add to my group, so go up to the 'Add to' box with 'Blueprints' still highlighted, click the 'Add to' controls down arrow, click 'eBooks & Training Videos', and it's been added. When I click 'OK', and go back to my visualization, I see that I have 'Blueprints, eBooks', and if I expand the column, 'Training Videos' as part of the group up top, and the other individual items appear beneath it.
- 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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