A Tableau group is one dimensional, used to create a higher level category by using lower-level category members. Tableau sets can have conditions and can be grouped across multiple dimensions/measures.
Example: Sub-category can be grouped by category.
Top Sales and profit can be clubbed together for different categories by creating a set:
- Continuing with the above example of Sets, select the Bottom Customers set where customer names are arranged based on profit.
- Go to the ‘Groups’ tab and select the top five entries from the list.
- Right-click and select create a group option.
- Similarly, select the bottom five entries and create their group. Hide all the other entries.
A key difference here is that the groups will consist of the same customers even if their profits change later. While for sets, if the profit changes, the top five and bottom five customers will change accordingly.
We can’t use groups in calculated fields, but we can use sets.
