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- Right click the field in the Data pane that you want to turn into a set, then select 'Create' and choose 'Group'.
- A Create Group dialog box will appear. Select the fields you want to group, then click 'Group'.
- Double-click the group label, enter a new name, then click 'OK' to save.
- Your chart will now display the grouped data.
How to Create a Group in Tableau
Walk through this interactive demo to learn how to create a group in Tableau.
📌 Why this matters
Grouping transforms messy, granular data into meaningful categories that reveal patterns your audience can actually understand. Instead of overwhelming viewers with dozens of individual data points, you create logical segments that tell a clearer story. This becomes especially powerful when you're dealing with inconsistent data entry or want to compare performance across custom business segments that don't exist in your raw data. Your visualizations become more actionable because stakeholders can quickly identify trends and make decisions based on the grouped insights rather than getting lost in the details.
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