From the course: Tableau Certified Data Analyst Cert Prep
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Structuring the data with groups and hierarchies - Tableau Tutorial
From the course: Tableau Certified Data Analyst Cert Prep
Structuring the data with groups and hierarchies
- [Instructor] Sometimes our data contains values that should be grouped together, but our data structure does not contain a field for that group. We can easily create that ourselves. Let's take our product names for example. Some products are very similar, like the first four products at the top of the list, they all contain lithium ion solar backup batteries, so why not group them together? We select the headers, and then we can either click on the paperclip icon in the mouseover or we can right click and, again, with the paperclip icon, select group. When we do this, multiple things happen at the same time. In the data pane, we get a new field called product name group. This also has the paperclip icon to show that it is a manually built group and that this field is not inherent in our data. In the rows container where we were using product name before, we now see product name group instead, the field we just created. And if we look at the labels, the top one now contains a list of…
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