Data visualization with tableau online tutorial
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Tableau Online Tutorial is a fundamental establishment to any professional who wants to get into tha data visualization field and understand it better.\n

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Data visualization with tableau online tutorial
DataVisualizationwithTableauOnlineTutorial

Working with Data

Groups & Hierarchies

Training Guide Fundamentals

From TechAndMate


Working with data
Working with Data

InData Visualization with Tableau Online Tutorialwe will discuss the “working of data”.

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

  • Groups

  • Hierarchies



Groups1
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:

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

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

  • The Group is created.


Lets review a superstore example
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 example1
Lets review a superstore example

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


Lets review a superstore example2
Lets review a superstore example

The Group is created.


Groups in the data window
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
Data Window

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


Data window1
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 window2
Data Window

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



Creating 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 hierarchies1
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 hierarchies2
Creating Hierarchies

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


Creating hierarchies3
Creating Hierarchies

Notice the new hierarchy and its new icon.


You try it
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 Knowledgebase

  • We’ll love to answer your queries!

    Till then…

  • Happy Sorting!


Thanks for your time
Thanks for your time!

For More Information Contact

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