{"id":5130,"date":"2020-03-12T13:24:53","date_gmt":"2020-03-12T13:24:53","guid":{"rendered":"https:\/\/prwatech.in\/blog\/?p=5130"},"modified":"2024-04-11T06:02:18","modified_gmt":"2024-04-11T06:02:18","slug":"group-hierarchy-and-sort-data","status":"publish","type":"post","link":"https:\/\/prwatech.in\/blog\/tableau\/tableau-groups\/group-hierarchy-and-sort-data\/","title":{"rendered":"Group, Hierarchy and Sort Data"},"content":{"rendered":"<h2><span data-sheets-root=\"1\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;&lt;yoastmark class=\">Advanced sorting: hierarchical sorting<\/span><\/h2>\n<p>&nbsp;<\/p>\n<p>Let\u2019s explore <a href=\"https:\/\/prwatech.in\/blog\/tableau\/group-hierarchy-and-sort-data\/\">how to Sort and Group data<\/a> along with the creation of Hierarchies. We have used the Sample EU Superstore data set which is provided by Tableau by default. Let\u2019s explore them one by one.<\/p>\n<p><strong>Creating Groups on Tableau<\/strong><\/p>\n<p>Simplification of dimension levels into higher level sub-groups is referred to as <strong>Grouping. <\/strong>It helps in highlighting of multiple data points or header names.<\/p>\n<p>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 :<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5131\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-1-1024x474.png\" alt=\"Creting groups for tableau\" width=\"840\" height=\"389\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-1-1024x474.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-1-300x139.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-1-768x355.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-1-1200x555.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-1.png 1360w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>Select the components in the group. Here, we have selected Furniture and Office Supplies by clicking \u2018ctrl\u2019 from the variable Category and then click on \u2018Group\u2019 and thereafter \u2018OK\u2019. The diagram below shows the step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5144\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-2-3-1024x457.png\" alt=\"Tableau Step by step implementation 2\" width=\"840\" height=\"375\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-2-3-1024x457.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-2-3-300x134.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-2-3-768x343.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-2-3-1200x536.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-2-3.png 1357w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>The group is now created out of Category as pointed by the arrow in the diagram below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5133\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-3-1-1024x457.png\" alt=\"Step by step implementation 3 tableau\" width=\"840\" height=\"375\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-3-1-1024x457.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-3-1-300x134.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-3-1-768x343.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-3-1-1200x536.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-3-1.png 1361w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>Let\u2019s 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 \u2018Show Me\u2019. The diagram below shows that the graph contains only the components selected in the sub group.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5145\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-4-2-1024x547.png\" alt=\"Tableau Step by step implementation 4\" width=\"840\" height=\"449\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-4-2-1024x547.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-4-2-300x160.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-4-2-768x410.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-4-2-1200x641.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-4-2.png 1361w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>Let\u2019s move on to next topic.<\/p>\n<p><strong>Sorting of Data<\/strong><\/p>\n<p>The re-organisation of data into a meaningful order for better understanding and analysis of data is known as <strong>sorting of data.<\/strong><\/p>\n<p>Data can be sort 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 sort. The below diagram explains the step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5135\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-5-1024x474.png\" alt=\"tableau Step by step implementation 5\" width=\"840\" height=\"389\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-5-1024x474.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-5-300x139.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-5-768x355.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-5-1200x555.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-5.png 1360w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<h4>We have clicked on the descending sort option and the diagram below shows the result.<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5146\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-6-2-1024x551.png\" alt=\"Tableau Step by step implementation 6\" width=\"840\" height=\"452\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-6-2-1024x551.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-6-2-300x162.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-6-2-768x413.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-6-2-1200x646.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-6-2.png 1354w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p style=\"text-align: left;\">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 \u2018sort\u2019 as shown in the diagram below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5137\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-7-1-1024x469.png\" alt=\"tableau Step by step implementation 7\" width=\"840\" height=\"385\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-7-1-1024x469.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-7-1-300x138.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-7-1-768x352.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-7-1-1200x550.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-7-1.png 1361w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5147\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-8-1-1024x546.png\" alt=\"Tableau Step by step implementation 8\" width=\"840\" height=\"448\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-8-1-1024x546.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-8-1-300x160.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-8-1-768x410.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-8-1-1200x640.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-8-1.png 1366w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>Now click on Descending or Ascending from Sort Order as shown below in the diagram.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5148\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-9-1-1024x546.png\" alt=\"Tableau Step by step implementation 9\" width=\"840\" height=\"448\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-9-1-1024x546.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-9-1-300x160.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-9-1-768x410.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-9-1-1200x640.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-9-1.png 1359w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>The values would get arrange in descending order as per the values of Quantity. The diagram below demonstrates the step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5149\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-10-1-1024x544.png\" alt=\"Tableau Step by step implementation 10\" width=\"840\" height=\"446\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-10-1-1024x544.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-10-1-300x159.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-10-1-768x408.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-10-1-1200x638.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-10-1.png 1364w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>Let\u2019s now move on to the last topic, i.e., <strong>Hierarchy<\/strong><\/p>\n<p><strong>Hierarchy<\/strong><\/p>\n<p>Right click on Category, select Hierarchy, and click on Create Hierarchy as shown in the diagram below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5150\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-11-1-1024x438.png\" alt=\"Tableau Step by step implementation 11\" width=\"840\" height=\"359\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-11-1-1024x438.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-11-1-300x128.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-11-1-768x329.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-11-1-1200x514.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-11-1.png 1355w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>Again, right click on Sun Category, click on <a href=\"https:\/\/www.tableau.com\/\">Hierarchy<\/a> and then click and Add to Hierarchy and then select Category as shown in the diagram below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5151\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-12-1024x544.png\" alt=\"Tableau Step by step implementation 12\" width=\"840\" height=\"446\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-12-1024x544.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-12-300x159.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-12-768x408.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-12-1200x638.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-12.png 1364w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p>The Hierarchy of Category and Sub Category is created as shown below in the diagram.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-5152\" src=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-13-1024x544.png\" alt=\"Tableau Step by step implementation 13\" width=\"840\" height=\"446\" srcset=\"https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-13-1024x544.png 1024w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-13-300x159.png 300w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-13-768x408.png 768w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-13-1200x638.png 1200w, https:\/\/prwatech.in\/blog\/wp-content\/uploads\/2020\/03\/Step-by-step-implementation-13.png 1359w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Advanced sorting: hierarchical sorting &nbsp; Let\u2019s 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\u2019s explore them one by one. Creating Groups on Tableau Simplification of dimension levels into higher level sub-groups is referred [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29,1680],"tags":[512,514,1947,511,1948,1949,513],"class_list":["post-5130","post","type-post","status-publish","format-standard","hentry","category-tableau","category-tableau-groups","tag-best-tableau-training-institutes-in-bangalore","tag-best-tableau-training-institutes-in-pune","tag-create-groups","tag-creating-groups-on-tableau","tag-hierarchy","tag-sets-sort-data-tableau","tag-tableau-training-in-bangalore"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Advanced sorting: hierarchical sorting - Prwatech<\/title>\n<meta name=\"description\" content=\"Master Advanced Sorting: Hierarchical Sorting - 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