2 Replies Latest reply on Feb 12, 2019 5:18 AM by Jim Dehner

    Creating Custom Values in Tableau or Grouping Values

    shekhar kumar

      Hi team,


      Recently I faced some challenges in Tableau,


      While creating Custom Values in a dimension  I could not able to achieve it as per requirement.

      Below you can see in Product category grouping we have 3 values . I want recreate the custom vales as per explain below.

      I have tried the grouping concept  but it failed.


      Current scenario:-




      Apparel & Accessories= Apparel + Accessories

      Apparel= Apparel

      Accessories & Hardgoods= Accessories+Hardgoods




      Expected Output be like this.






      Apparel   & Accessories Total
        • 1. Re: Creating Custom Values in Tableau or Grouping Values
          Tim Dines

          Can you share your workbook with us? 


          Have you tried making duplicates of Apparel and Accessories and using them in calculated fields?  I don't think you would need to group them.

          • 2. Re: Creating Custom Values in Tableau or Grouping Values
            Jim Dehner

            see the attached superstore example with just 2 groups -

            you need to create copies of the data - 1 for each new group - and union them together

            in the combined data you will have a field "Table Name" one name for each copy


            you then need to create a single calc filed similar to the one shown below




            if ([Table Name]='Orders' and [Sub-Category] ="Accessories" )


            ([Table Name]='Orders' and [Sub-Category] = "Appliances" )then "Acc - App"


            ([Table Name]='Orders$' and [Sub-Category] ="Accessories") or

            ([Table Name]='Orders$' and

            [Sub-Category] = "Art" )then "Acc - art"  end


            it will return something like this



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