- Bernard K
Dynamically grouping and ungrouping dimensions in Tableau
Updated: May 22, 2021
What is grouping?
Grouping refers to act of combining related members in a field. For example, when working with data that contains country names, you might want to combine several countries to create a region e.g. combining Kenya, Tanzania, Uganda, Rwanda, Burundi and South Sudan to create ‘East Africa’ region.
Grouping data can also be useful in:
Correcting data errors e.g. combining Africa, Afrika, Afric, African, Afrikan into a single data point ‘Africa’
Answering what-if type of questions e.g. What would happen if we combine East and West regions?
Useful: Example of dashboard answering what-if type of questions
Ways of grouping data in Tableau
There are several ways you can group related members in Tableau.
Grouping a field in the data pane
Right-click the field you want to group its members, Create >> Group…
Group related members by selecting them, and then click Group.
Rename your group accordingly.
Grouping a field in the view
You can also group members by selecting related members in the view and then clicking on Group icon.
In this example, I would like to combine the highlighted countries to create a region called West.
Creating dynamic groups using calculated field and parameter
Sometimes you might want to present your analysis using either grouped or ungrouped members of a dimension. To do so, you will need to leverage parameter with a calculated field.
In this example, using Superstores dataset, lets create a view that will be grouping product Sub-categories into ‘Technology’, ‘Furniture’ and ‘Office Supplies’ category.
Create parameter – ‘Group & Ungroup’
Create a parameter consisting a list of values as shown below.
Useful: Learn how to create a parameter in Tableau
Create the calculated field below – Dynamic grouping/ungrouping
Now drag the calculated field – Dynamic grouping/ungrouping to the rows shelf
Drag Sales to the columns
Show parameter control
Note by selecting group or ungroup in the parameter control will be grouping and ungrouping product Sub-categories into Technology, Furniture and Office supplies categories.
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