Being able to group our data into higher categories is a very useful feature. The data that we connect to may not always have all the fields that are required for our analysis. There are times when we would have to go beyond what is available in the data and create some new fields either by doing some calculations or by using some default features. Imagine having data where we have state names, city names, and so on; but the region field has not been captured in the data. Now, there are going to be instances where we would need to do a region-level analysis. For example, we have state-wise sales but want to see how the sales are at a regional level. This information however, is not present in the data.
It's a good thing we have the Grouping feature in Tableau. We can create a group on the state names and club the relevant states into regions. Let us see how to create and use Groups in the following recipe.
