From the course: Tableau 10 Essential Training
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Finding members of a group - Tableau Tutorial
From the course: Tableau 10 Essential Training
Finding members of a group
- [Narrator] 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. I will show you how to use Find to add elements to a group. My sample file is the Find Elements workbook, which you can find in the Chapter Seven folder of you exercise files collection. I already have a group created and you can see it here under Dimensions. And it is a Customer Name group. And you can see it here, also, Customer Name, Afton Lawn Care & Bridgewater Maintenance. What I'd like to do is find another value to add to this particular group. I've kept the list small and straight forward so that it will be easy to see the Find operation as it works. In many cases though, your list will be much, much longer. To use Find to add elements to a group, you go over to the data tab and then…
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Contents
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(Locked)
Defining a group1m 55s
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(Locked)
Defining a group for “other” values1m 51s
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(Locked)
Finding members of a group3m 1s
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(Locked)
Editing and deleting groups4m
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Defining a set2m 14s
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Creating summaries using sets2m 38s
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Combining sets3m 31s
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(Locked)
Editing and deleting sets1m 37s
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(Locked)
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