Using Sections and Groups in Dataset Report Tables
Two of the easiest way to enhance the appearance of your Report are explained below.
Sections provide the ability to specify an external break column (sections) for a report grid so that tables can be shown one per value of the column.
Grouping provides the ability to specify that a column should group values. When set, the column values that are repeated are instead shown as a blank.
Example of Grouping and Sections applied to a large table of Sales by Country, Channel, and Product Category extracted from a Tableau Dataset.
1. Initial Report Table
2. How to apply Grouping (edit the Table)
- Check the Grouping box
- Grouping grid opens
- Use Drag-and-drop to move fields from Columns section to Grouping section
- Columns in Grouping will immediately appear in the Sort Order section - adjust the sort as needed
- Use the field level edit icon(s) to apply additional formattings, such as Colors or Hyperlinks
- Grouping one - Country
- Grouping two - Channel
3. How to apply Sections (edit the Table)
- Check the Sections box
- Sections grid opens
- Use Drag-and-drop to move fields from Columns grid to Sections grid
- Fields placed in Grouping grid will immediately appear in the Sort Order section - adjust the sort as needed
- Use the field level edit icon(s) to apply additional formatting, such as Highlighting
4. Combined Grouping and Sectioning example
- Section by Country
- Grouping by Channel
- Secondary Grouping by Product Category