It creates a group to combine related members in the field. If you are working with a view and you want to group specific fields to create significant categories.
For example, consider the data source such as sample-superstore, then drag the Sales field in column shelf and Category field in row shelf and then sort them in ascending order (discussed in Tableau sort data).
The aggregated values of Furniture and Office Supplies can be obtained by using the group.
Once the group is built, the aggregated value of Furniture and Office Supplies can be shown in the visuals. The procedure to create a group is given below step by steps as follows.
Step1: Right click on the Category field.
Step2: Click on the “Create” option.
Step3: Then, select “Group” option shown in below screenshot.

Step4: It opens the “Create Group” window. Then,
1. Write the name of the group.
2. Select the members which you want to be grouped.
3. Click on the “Group” button.

Step5: In “Edit Group” window,
1. It creates a group of Furniture and Office Supplies.
2. Then, click on the OK button to create the group.

It created a group whose field name is Category (Group) and added in the dimension list. This is used for visualizing the group of members present in a field.
The below screenshot explains the functionality. The sum of sales is visualized for both Furniture and Office Supplies.

Tableau Build Hierarchy

In Tableau, Hierarchies can be built to visualize the data. It can be created in the Tableau by following the below steps:
For example, consider the data source such as Sample-Superstore and its dimensions and measures.
Step1: First go to the worksheet. Then,
1. Select a dimension and right-click on that dimension to create a hierarchy.
2. Go to “Hierarchy” option.
3. And, click on the “Create Hierarchy” option shown in the below screenshot.

Step2: It opens the “Create Hierarchy?” window. Then,
1. Enter a name of hierarchy.
2. And click on the OK button.

It creates a hierarchy shown in below screenshot.

Also, you can add another field in the hierarchy. For example, the State is inserted into the Country hierarchy. Then,
1. Drag a field and drop it directly on top of another field in the hierarchy.
It insert the State field into the Country hierarchy shown in the below screenshot.

To Remove a Hierarchy

From the data pane, you can remove the inbuilt hierarchy as well. Here are the following steps to remove the hierarchy.
Step1: Select the hierarchy which you want to remove.
Step2: Right-click on that hierarchy.
Step3: And select the “Remove Hierarchy” option shown in below screenshot.

The fields in the hierarchy are also removed from the hierarchy, and the hierarchy disappears from the Data pane.
So, this brings us to the end of blog. This Tecklearn ‘How to Build Hierarchy and Groups in Tableau’ blog helps you with commonly asked questions if you are looking out for a job in Tableau Desktop. If you wish to learn Tableau Desktop and build a career in Business Intelligence domain, then check out our interactive, Tableau Desktop Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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What you will Learn in this Course?

Understanding Tableau
• Why Tableau
• Tableau Product Platforms
• Tableau Architecture
• Tableau Interface
Data Connection with Tableau Desktop
• Features of Tableau Desktop
• Connect to data from File and Database
• Types of Connections
• Data Blending
• Joins and Unions
• Tableau Desktop User Interface
• Basic project: Create a workbook and publish it on Tableau Online
Basic Visual Analytics
• Visual Analytics
• Basic Charts: Bar Chart, Line Chart, and Pie Chart
• Hierarchies
• Data Granularity
• Highlighting
• Sorting
• Filtering
• Grouping
• Sets
Advanced Visual Analytics
• Parameters
• Tool tips
• Trend lines
• Reference lines
• Forecasting
• Clustering
Calculations in Tableau
• Calculated Fields
• Numeric, String, Data, Logical, Addressing and Partitioning
• Table Calculations
Level of Detail (LOD’s) Calculations
Advanced Charts in Tableau
• Box and Whisker’s Plot
• Bullet Chart
• Bar in Bar Chart
• Gantt Chart
• Waterfall Chart
• Pareto Chart
• Control Chart
• Funnel Chart
• Bump Chart
Parameters
• What If Scenarios
• Parameter in CF (KPI control)
• Parameter in Filter (Top N)
• Parameter in reference line
Dashboards and Stories
• Introduction to Dashboards
• The Dashboard Interface
• Dashboard Objects
• Building a Dashboard
• Dashboard Layouts and Formatting
• Interactive Dashboards with actions
• Designing Dashboards for devices
• Story Points
Data Security in Tableau
Optimizations tips and tricks
Interacting with Tableau Server
Working with Tableau JavaScript API

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