Tableau groups combine multiple values into one value in visualizations. In this video, learn how to find members of a group.
- [Instructor] The data collections you summarize in Tableau can be quite large. If you want to add members to a group, but don't want to waste your time scrolling through all the values in a dimension, you can use the group dialogue box's find capabilities to identify the values you want to add. In this movie, I will show you how to edit a group using find to add new members. My sample file is 0703find and you can find that in the chapter seven folder of your exercise files collection. This visualization already has a group created that's Boulder Oil and Chef's Pantry. If I want to add members using find, I can go over to the data panel, make sure that I'm clicking the down arrow of the customer name group pill, not the field by itself but the group. Click that and then click edit group. And I have the edit group dialogue box. So I have my field name, customer name group and Boulder Oil and Chef's Pantry. If I want to add any customers to that group, then I can click it and then click find at the bottom right corner and then I can use text to look up the name of the customer that I want to add. In this case, I have all of them right in front of me here, so it would be pretty easy to look. But let's say that they want to buy Olive Mart. If I go down to find members and start typing olive and then click find all, we'll see that Olive Mart is selected. It's been highlighted in blue. So I can click that and then click add to Boulder Oil and Chef's Pantry. And now I have Boulder Oil, Chef's Pantry, Olive Mart. Now click okay. And you see that I have all of those items here in the customer name group column. And if I resize the column, I'll resize it again, we can see all of the company names on that single line. There are other options available when you are finding values to add to groups. So if I go back over to the data panel, click the customer name group's pill's down arrow, click edit group, you'll see that you can, after you click it, you can search for individual text and that could be text that contains a certain string like I used before. Or you could have starts with or exact match. And you can also check everything or only within a specific group. So let's say that I type in s, 'cause I know that the company that I want to identify starts with s. Then I could work with contains and click either find all or find next. So if I do find next, I get Artisanal Groceries, 'cause that has an s, Austin Cooking has an s, so let's say that I want to look at the start. So I know it starts with a particular letter. So I'll click the control that currently says contains, click starts with and then if I click find next, it goes down to Santa Barbara Fixings, if I click find all, then it selects every customer that starts with an s. So the last two, Santa Barbara Fixings and Specialty Flavoring. I don't actually want to add any more members to this group, so I'll go ahead and click cancel. As you can see, there are ways to search for new members that you want to add to a group. If you find that you're getting too many results searching for text that is contained within a customer name or whatever value you're looking for, try using starts with and see if that narrows down your search a little.
- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Displaying source metadata
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboards
- Methods for defining an URL-based action
Skill Level Beginner
1. Introduction to Tableau
2. Manage Data Sources and Visualizations
3. Manage Tableau Worksheets and Workbooks
4. Create Custom Calculations and Fields
5. Analyze Data
6. Sort and Filter Tableau Data
7. Define Groups and Sets
8. Develop and Pivot Crosstabs
9. Create Basic Visualizations
10. Format Tableau Visualizations
11. Annotate and Format Visualizations
12. Map Geographic Data
13. Build Dashboards and Actions
14. Tableau 2019.2 Updates
Define parameter actions4m 43s
Next steps1m 6s
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