Creating Groups

Groups combine multiple dimension members into a single category, simplifying analysis by reducing granularity. Unlike sets, groups permanently merge members into higher-level categories. They're useful for consolidating similar items, creating regional groupings, or simplifying reports. Groups appear as new dimensions in your data pane.

To create groups, perform the following steps.

1. From your Kyvos Orderdate connection, drag Sub-Category to Rows.

2. In the view, select multiple members (e.g., "Chairs", "Tables", "Furnishings") using the Ctrl+Click key.

3. Right-click the selection and choose Group.

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4. Tableau creates a group field named Sub-Category (group).

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5. To edit groups, right-click the group field > Edit Group.

6. Add more members by selecting them and clicking Group.

7. Rename groups by clicking the group name.

8. Click Ok. The group will be saved.