Tableau Grouping is the process of merging or combining two or more values for further analysis. For example, When we are seeing 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 as one product.
In this article, we will show you, How to perform grouping in Tableau reports with example?. For this 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 colour products are not performing well in all the country regions. So, let’s group them
Tableau allows us to perform Grouping in multiple ways:
Tableau Grouping Method 1
When you select the multiple records or values from the Tableau report, a tooltip like window will be displayed. 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 as shown below. 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, 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 display that, it’s going to create new group Color.
From the below screenshot you can observe that We successfully created the colour group. You can see the Group name in Rows Card
Changing the 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 select the Edit Axis.. option, the following window will be opened to change or alter the 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 be opened 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 colour products so, select them and click on Group button below
Next, Edit the Group name as shown below. Here we changed as multi-colour and click Ok button
Although we performed Grouping on Multi, NA and White colour products below screenshot is showing the individual products rather than grouped products. This is 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
Deleting Tableau Grouping
Select and Right Click on the Group you want to delete will open the context menu. Please select Delete option from the 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
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