Correct Data Errors or Combine Dimension Members by Grouping Your Data

If you are using groups to correct data errors (for example, to combine "CA" and "California") or to combine dimensions members (for example, to combine "East" and "West" regions), the easiest option is to select headers in the view.

  1. Press and hold the CTRL or Shift key on the keyboard to multi-select headers in the view. On a Mac, press and hold the Command key.

  2. To create a group, do one of the following:

    • On Tableau Desktop, click the Group button A paperclip attachment icon and a context menu icon. on the toolbar, right-click and select Group or click the Group icon on the tooltip.

    • On Tableau Server or Tableau Cloud, click the Group icon on the tooltip.

    A bar chart with two rows and three columns. The first column is labeled Sub-Category and contains the values Accessories, Appliances, Art, Binders,

The selected members are combined into a single member. In this example, the view now shows the SUM(Sales) across all binders, envelopes and fasteners as a single mark. A default is automatically constructed using the combined member names. The dimension on the Rows or Columns shelf is replaced with the new grouped field.

A bar chart with two columns. The first column is labeled "Sub-Category" and contains the subcategories of products. The second column is labeled "Sales" and contains the sum of sales for each subcategory.