How to create groups for Data in Tableau?

A Tableau Group is a set of multiple members combined in a single dimension to create a higher category of the dimension. Tableau allows the grouping of single-dimensional members and automatically creates a new dimension adding the group at the end of the name. Tableau does not do anything with the original dimension of the members. Following steps are used to create a Tableau Groups:

Step 1)

  1. Right-click on the dimension ‘Category’.
  2. Click on ‘Create’ option.
  3. Select ‘Group’ option.

Step 2) It opens the ‘Create group’ window.

  1. Type the name of the group data in Tableau.
  2. Select the members to be grouped.
  3. Click on ‘Group ‘button.

Step 3) In Edit Group Window,

  1. It creates groups in Tableau of ‘Furniture’ and ‘Office supplies’.

  2. Click on Ok to create the group.

It created a group in Tableau with the name of Category (Group) and added in the dimension list. This can be used for visualizing the group by in Tableau method for members present in a field.