Course Content
1.2 Create and manage data model
Manage data model with Relationships and Joins
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1.3 Manage metadata properties
Metadata is data about data.
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2.2 Organize data and apply filters
2.2.1 Create groups by using marks, headers, and the data pane 2.2.2 Create sets by using marks and the data pane 2.2.3 Organize dimensions into a hierarchy 2.2.4 Add a filter to a view 2.2.5 Add a date filter
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Protected: Tableau Specialist Certification
About Lesson

Solution Workbook https://public.tableau.com/app/profile/ritesh.bisht/viz/TableauSpecialist2_2/GroupbyHeaders

In Tableau, a group is a way to combine related members or categories into a single entity for easier analysis and visualization. Grouping allows you to aggregate data and create higher-level categories or clusters based on specific criteria.

When you create a group in Tableau, you select individual members or categories from a field and group them together. These members are then treated as a single entity within the visualization, often represented as a single bar, slice, or data point.

Grouping can be useful in various scenarios, such as consolidating similar products into product categories, grouping customers based on specific attributes, or combining regions into larger geographical areas. It helps simplify complex data and allows for more straightforward analysis and presentation.

Groups in Tableau are dynamic, meaning you can easily add or remove members from the group, and the visualization will update accordingly. This flexibility allows you to explore and analyze your data from different perspectives.

It’s important to note that Tableau also has a feature called Sets, which are similar to groups but have some differences in functionality and use cases. Sets allow you to create subsets of data based on conditions or criteria rather than grouping members together.


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