KNOWLEDGE BASE

## Creating Groups Using Calculated Fields

Product(s): Tableau Desktop
Version(s): All

Use groups to refine views and identify the exact information you want to draw attention to.

You can create ad-hoc groups by selecting marks in the view and then clicking the group button. You can also create groups with a calculated field. While ad-hoc groups are easy to create, sometimes creating a group from a calculated field is better.

Create a group from a calculated field when you want to:

• Use groups in a calculation. You cannot reference ad-hoc groups in a calculation.
• Blend data using groups created in the secondary data source. Only calculated groups can be used in data blending if the group was created in the secondary data source.
• Use a group in another workbook. You can easily replicate a group in another workbook by copy and pasting a calculation.

## Create a calculated field

To create a groups using a calculated field, you must first know the members of the dimension that will comprise the group.

Note: If there are aliases on the members of the dimension, the calculation must use the original member name.

### Step 1

Right-click (Control-click on a Mac) in an empty area in the Data pane and choose Create Calculated Field.

### Step 2

Create a named calculated field with an expression like the following:

`IF [Customer]=’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`

### Step 3

Now use this field as a group with three values: Big Containers, Midsize Containers, and Little Containers.