Working with Data

Groups &

Hierarchies

DATAVISUALIZATIONWITHTABLEAUONLINE

TUTORIAL

Training Guide Fundamentals

From TechAndMate

WORKING WITH DATA

In Data Visualization with Tableau Online Tutorial we will discuss the “working of data”.

We have the following topics to understand the working of data.

GroupsHierarchies

GROUPS

GROUPS

Groups are convenient for dividing a dimension in a way not currently divided. For Example: Under Business Segment you may have several

segments that you want to appear as a single Segment called Core. Right in your view you can ctrl + click to highlight only those segments to be included in the new Segment and name the newly created group ‘Core’ .

Lets review a superstore example now:1. In the View ctrl + click and highlight the members of the

dimension that you want to combine into a single group.2. Right click the newly create group to Edit Alias and rename the

group.3. The Group is created.

LETS REVIEW A SUPERSTORE EXAMPLE

In the View ctrl + click and highlight the members of the dimension that you want to combine into a single group.

LETS REVIEW A SUPERSTORE EXAMPLE

Right click the newly create group to Edit Alias and rename the group.

LETS REVIEW A SUPERSTORE EXAMPLE

The Group is created.

GROUPS IN THE DATA WINDOW

Creating a group in the Data Window is just as easy.

In the Data Window, right click the dimension that contains the items you want to group.

In the Popup window ctrl + click to highlight the items to be grouped. Rename the Group, and click on the Group button to complete the Group

(Refer the next slide for visual explanation)

DATA WINDOW

Right click the dimension that contains the items you want to group.

DATA WINDOW

Ctrl + click to highlight the items to be grouped.

Rename the Group, and click on the Group button to complete the Group.

DATA WINDOW

Notice that your new group shows up in the data window with a Paperclip icon.

HIERARCHIES

CREATING HIERARCHIES

Hierarchies provide drill down capabilities and are easily created in the data window.

Let’s take a look on how to create it…

CREATING HIERARCHIES

Determine your hierarchy, then right click the name of the dimension that will be the top of the hierarchy, and click on Create Hierarchy.

CREATING HIERARCHIES

You can add to the hierarchy by right clicking another dimension and choosing add to hierarchy.

CREATING HIERARCHIES

Notice the new hierarchy and its new icon.

YOU TRY IT!

Let’s Take out 10-15 minutes to try and complete the Grouping. Also, do try Hierarchies!

The more you try! The more you Excel…If you face any difficulty please post your question here under

Tableau Tag: TechandMate KnowledgebaseWe’ll love to answer your queries!

Till then…

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