Group, Hierarchy and Sort Data

  • date 12th March, 2020 |
  • by Prwatech |
  • 0 Comments

Let’s explore how to Sort and Group data along with the creation of Hierarchies. We have used the Sample EU Superstore data set which is provided by Tableau by default. Let’s explore them one by one.

Creating Groups on Tableau

Simplification of dimension levels into higher level sub-groups is referred to as Grouping. It helps in highlighting of multiple data points or header names.

Right click on Category variable from the Dimensions section. Then click on Create from the drop down menu and click on group as shown by the arrows in the diagram below :

Creting groups for tableau

Select the components in the group. Here, we have selected Furniture and Office Supplies by clicking ‘ctrl’ from the variable Category and then click on ‘Group’ and thereafter ‘OK’. The diagram below shows the step.

Tableau Step by step implementation 2

The group is now created out of Category as pointed by the arrow in the diagram below.

Step by step implementation 3 tableau

Let’s create a visualisation for the same. Drag the group created [Category (group)] from Dimensions section to Columns and Sales from Measures section to Rows and click on bars from ‘Show Me’. The diagram below shows that the graph contains only the components selected in the sub group.

Tableau Step by step implementation 4

Let’s move on to next topic.

Sorting of Data

The re-organisation of data into a meaningful order for better understanding and analysis of data is known as sorting of data.

Data can be sorted from the sort options given at the top. Just by clicking on either of the ascending or descending order sort option, the data or the graph can get sorted. The below diagram explains the step.

tableau Step by step implementation 5

We have clicked on the descending sort option and the diagram below shows the result.

Tableau Step by step implementation 6

We can also do it in a different way. Select Sub Category and Quantity simultaneously and click on Text Tables chart. Then right click on sub category from rows and click on ‘sort’ as shown in the diagram below.

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Go to Sort By and click on the little arrow and from the drop down list, click on field. Also, explore the other options as well. The diagram below explains the step.

Tableau Step by step implementation 8

Now click on Descending or Ascending from Sort Order as shown below in the diagram.

Tableau Step by step implementation 9

The values would get arranged in descending order as per the values of Quantity. The diagram below demonstrates the step.

Tableau Step by step implementation 10

Let’s now move on to the last topic, i.e., Hierarchy

Hierarchy

Right click on Category, select Hierarchy, and click on Create Hierarchy as shown in the diagram below.

Tableau Step by step implementation 11

Again, right click on Sun Category, click on Hierarchy and then click and Add to Hierarchy and then select Category as shown in the diagram below.

Tableau Step by step implementation 12

The Hierarchy of Category and Sub Category is created as shown below in the diagram.

Tableau Step by step implementation 13

Quick Support

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