May 2, 2013
Tableau Tip: Creating a primary group from a secondary data source
Mike Roberts, our Tableau consultant from InterWorks was helping one of our users last week and sent along a great tip for creating a field in your PRIMARY data source with a field in your SECONDARY data source.
Step 1: Add ‘Helper’ sheet and drag desired field from your PRIMARY source on to the ROWS shelf.
Step 2: Add matching field from SECONDARY data source and nest it next to the existing field on the ROWS shelf.
Step 3: Right-click the SECONDARY field on the ROWS shelf and select ‘Create Primary Group’.
NOTE: make sure you check the Include ‘Other’ check box
Step 4: Verify the group is now in your PRIMARY data source.
That’s it! You no longer need to blend or use the SECONDARY SOURCE field.
There is one gotcha to be aware of: If a record is added to the dimension you’re grouping in the primary data source, a new person in this example, you will have to regenerate the group or the new person will automatically get put into the “Other” group. Creating a primary group does not dynamically update.