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Tableau Dashboard Cookbook by Jen Stirrup

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Grouping your data with calculations

In the first recipe, we specified communication as one of the key features of a dashboard. We need to be able to share the right information with the right audience, at the right time, to the right people, and in the right format.

Sometimes, data needs to be translated so that it matches the business rules and the business understanding of the organization. Tableau offers a number of different ways that help you translate data into something that the business decision makers will understand.

Grouping is one way of making data meaningful to the business. In this recipe, we will look at grouping some dimension members into a single member. Rolling up some of the members in one dimension is a good way of summarizing ...

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