What are Groups in Tableau?

A group combines several individual dimension members into a single, higher-level category, primarily to simplify a view or roll up related values without altering the source data.

Group "California", "Oregon", "Washington" -> "West Coast"
Group "New York", "New Jersey", "Connecticut" -> "Tri-State"

• Groups are typically created by manually selecting members in a view (right-click -> Group) or from the field's context menu in the data pane.
• A grouped field becomes a new field of its own (e.g. "State (group)"), leaving the original ungrouped field intact and usable elsewhere.
• Groups are static by nature — unlike a computed set, a group's membership doesn't automatically change unless you manually edit it.

Groups are commonly used to clean up messy categorical data (combining "USA", "U.S.A.", and "United States" into one group) or to create business-meaningful rollups (combining individual states into regions) directly inside Tableau, without needing to alter the underlying data source.

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