Tableau Grouping is the process of merging or combining two or more values for further analysis. For example, When we see products by region report, we may find a few underperforming products. Sometimes, it may be annoying to see all those underperforming products. So we have to perform grouping on those records (combining those records) and display them as one product in Tableau report.
In this article, we will show you How to perform grouping in Tableau reports with example?. For this Tableau Grouping demo, we are going to use the report we created in our previous article. So, please visit Data Labels in Tableau Reports article to understand the Data Source and the report.
Below screenshot will show you the report preview
If you observe the below screenshot, Data we highlighted, such as Multi, NA, and White color products, are not performing well in all the country regions. So, let’s group them
We can perform Tableau Grouping in multiple ways:
Tableau Grouping Method 1
When you select the various records or values from the Tableau report, a tooltip like a window will display. From that, Please Click on the Grouping button as shown in the below screenshot
Once you click on the Grouping button, tableau will automatically group those items. That’s it. We have done the grouping.
Here, We were unable to see the Axis labels so, let us flip or rotate the chart
From the below screenshot, you can see the grouped products
Tableau Grouping Method 2
The second method for Tableau gripping is using Toolbar options. Select the columns you want to group and click the Group button in the Tableau toolbar. From the below screenshot you can observe that when you hover on the Group button, it will show the tooltip Group Members
Once you click on the Group button, it will show you that it’s going to create a new Group Color.
From the below screenshot, you can observe that We successfully created the color group. You can see the Group name in Rows Card
Change Tableau Group Name
Within the Axis bar, Right-click on the newly created Group and select the Edit Alias.. option from the context menu
Once you choose the Edit Axis.. option, the following window will be opened to change or alter the Tableau Group name
Tableau Grouping Method 3
Select and Right Click on the Dimension, on which you want to perform grouping. Please select Create and then Group.. option from the context menu
Once you selected the Group.. option, Create Group window will open with available records present in that dimension. From the below screenshot, you can notice that we have only 8 distinct records.
Please select the records you want to group. In this example, we are going to group Multi, NA, and White color products. So, pick them and click on Group button
Next, Edit the Group name. Here we changed as multi-color and clicked Ok button
Although we performed Grouping on Multi, NA, and White products. The below screenshot is showing the individual products rather than grouped products. Because we haven’t changed the Color from Rows Card.
Once you change the Color dimension with Color Group, Tableau will update the report as shown below
Delete Tableau Grouping
To delete grouping in Tableau, select and Right Click on the Group you want to delete will open the context menu. Please select Delete option from a context menu
Since we are using the Color Grouping in the report, it is displaying the following error. We clicked No button because we don’t want to delete it