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Sorting, Grouping and Sets in Tableau

The basics of building data views, use sorting, groups, and sets to further refine your views and extract exactly the information you are looking for. This section discusses how to re-order and sort the data in a view, filter out unnecessary rows and columns, group dimension members into higher level categories, and create a set using multiple dimensions to create richer encodings.

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Sorting – Display your data in ascending or descending order based on other fields or custom formulas using computed sorts. Or you can manually sort your data to display in whatever order you choose.

Groups – Combine dimension members into higher level categories.

Sets – Create a custom field based on existing dimensions that can be used to encode the view with multiple dimension members across varying dimension levels.

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