- Microsoft Power BI Cookbook
- Brett Powell
- 233字
- 2025-04-04 18:18:13
Create and manage a group
The objective of this example is to create a group consisting of four product subcategory values.
- 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
- 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
- Select one of the four subcategories and click on Group. Also, give the group a short, descriptive name (for example, Accessories)
- Add values to the group by selecting both the group name and the ungrouped value and clicking on Group

Groups Dialog
- The name for the new groups (that is, Product Subcategories) will be exposed in the Fields list with a shape icon.
- In this example, Product Subcategory Groups is the name assigned to this group

Product Subcategories Group
- The grouping can be make Power BI reports and dashboards more intuitive and help simplify analyses
If a particular grouping created in Power BI Desktop becomes pervasive throughout reports and dashboards it may be appropriate to build the equivalent into the data warehouse or the retrieval queries of the data model.