Dynamically Group Tableau Top N and Other by Category

Recently I received a request on what to do with a “long tail” of data in Tableau.  I thought this is the perfect time to show you how to group Tableau Top N and Other by category.

For example, show me the top 5 or top 10 or top 20 and then group all the remaining small values into one category called “Other.” A group in Tableau can be easily created to accomplish this but it won’t be dynamic.  It requires you as the analyst to know the top 5 or whatever is being requested, and we assume those top 5 won’t change.  This is subpar.  We want the Tableau Top N and Other by Category to be dynamic.

The way to dynamically group Tableau Top N and Other by Category is by creating a Set, a Parameter, and a Calculation and using them together.

Look at the following example of Tableau Top N.  We’ve got a data set of people who threatened police officers with weapons and were killed as a result.  Police officers acting in perceived self defense.  We have all the police-caused fatalities and the weapons the assailants (and subsequent victims) were using.

Naturally our eyes will look at the top 5 or so, but we intuitively do not assign much significance to the lower distributions of data. I can group the top 6 together, but if, for example, there is a rise in next years attacks with the weapon of choice being “scissors”, my top 6 group just wouldn’t cut it anymore.

We want to see the top X, with the ability to be driven by the user, and then group the rest of the weapons – i.e. the “long tail” of data – into an Others category.

We want the end result to look like this:

Tableau N and Other by Category

Here’s how we group Tableau Top N and Other by Category:

  • Right click on “Weapons Used” and select “Create” -> “Set” in the pop-up menu.

Tableau Top N and Other by Category Names

  • Select the Top tab and choose the “By Field” radio button.
  • Rather than hardcode a number, use the drop down menu to create a set to show the “Top N Weapons”. Entitle the set “Top Weapons”.

Tableau Top N and Other by Category

  • You will see the new set appear on the left hand side under sets. Go ahead and right-click the set and select “Create Parameter.”
  • Name the parameter “Top N Weapons”
  • Change the data type to “Integer” and set the current value to 5.
  • Make our range of values spanning from 1 to 25 and click OK.

Tableau Top N and Other by Category Chart

  • We are going to combine all of these together now into a calculated field by right clicking on a blank spot on the left pane.
  • Our formula is going to be ‘if [Top Weapons] = TRUE then [Armed] else “Others” end’ and name it “Most Used Weapons.

  • Drag our newly created calculated field to rows and “Number of Records” to Columns. We now have the chart we want with our long tail data dynamically grouped by a user selected “Top N” selector.

Here are some other uses for dynamic sets in Tableau Top N and Other by Category:

  • Look at your top marketing channels and group everything else beyond the top.
  • Maybe you have a large number of products you sell, but only have a few high revenue makers. Group the rest to compare the little items to your big hitters.
  • Compare top referring domains or sources and group the long tail.
  • Look at the top customer complaint reasons and group the one-ofs.
  • Hospital re-admissions reasons and combining the tail.
  • Why is student enrollment down at our university?

What have you used or wanted to use dynamic grouping for? Let me know in the comments below. If you love our Tableau Top N and Other by Category guide, check out more at our Tableau Training!