KNOWLEDGE BASE

Unable to Use Groups in Calculated Fields


Published: 18 Jul 2014
Last Modified Date: 12 Jun 2017

Issue

Unable to use groups in calculated fields.

Environment

Tableau Desktop 9.3 and earlier versions

Resolution

Option 1

Upgrade to Tableau Desktop 10.0 or a newer version. For more information, see Upgrade Tableau Desktop

Option 2

​Create a set from the group, and then use the set in the calculated field.
  1. In the Data pane, right-click the group, and then select Create Set.
  2. In the Create Set dialog box, do the following, and then click OK:
  • For Name, enter a name.
  • On the General tab, select the group.

Option 3
Create the group using a calculated field. 
Note: You must first know the members of the dimension that will comprise the group. If there are aliases on the dimension members, the calculation must use the original member name. 
  1. Select Analysis > Create Calculated Field
  2. Name the field, enter a calculation similar to the following, then click OK: 
    IF [Container]=’Jumbo Box’ then ‘Big Containers’
    ELSEIF [Container]=’Jumbo Drum’ then ‘Big Containers’
    ELSEIF [Container]=’Large Box’ then ‘Big Containers’
    ELSEIF [Container]=’Medium Box’ then ‘Midsize Containers’
    ELSEIF [Container]=’Wrap Bag’ then ‘Midsize Containers’
    ELSEIF [Container]=’Small Box’ then ‘Little Containers’
    ELSEIF [Container]=’Small Pack’ then ‘Little Containers’ 
    END
     
The above calculation creates a group with three values: Big Containers, Midsize Containers, and Little Containers. 

Cause

The ability to use a group in a calculated field was added in Tableau Desktop 10.0. 
Did this article resolve the issue?