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Basic question on reducing number of members in a dimension

Posted April 11th, 2008 by Chris Grant
in Tableau Basics

This is probably really basic and obvious.

I have a scatter plot, showing about 20 dots for 20 members of a dimension called "products," resulting from putting "products" on the Color shelf. Now I want to reduce the 20 dots to 3 dots, by grouping those products into three groups (expensive, cheap, and free products for example). I want to end up with the same scatter plot, but with only 3 dots for these three new groupings.

How do I do this?

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On April 11th, 2008 James Baker said:

Right-click on the products dimension and select "Create Ad-Hoc Group". Select all your free products, then click the Group button and name it "Free Products". Repeat for your other two groups. For the field name at top, you probably want something like "products-price-groups".

Then just replace "products" on the color shelf with "products-price-groups"!

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On April 11th, 2008 Chris Grant said:

I get it! This is perfect.

I was creating my groups individually, opening and closing the ad-hoc group window each time. I didn't realize I should stay in the ad-hoc group window until I had created all groups, then give the whole arrangement its own name.

Thanks!

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