Microsoft Power BI Cookbook

Create and manage a group

The objective of this example is to create a group consisting of four product subcategory values.

1. Identify similar or related values of a column to be grouped
   • These are generally less common dimension values which can clutter data visualizations
   • In this example, vests, gloves, caps, and socks are small and similar subcategories that can be grouped
2. From the Data View or the Report View, select the Product Subcategory column
   • On the Modeling tab, click on New Group to open the Groups dialog
   • You can also just right-click the column in the Fields list and select New Group
3. Select one of the four subcategories and click on Group. Also, give the group a short, descriptive name (for example, Accessories)
   • Add values ...