Grouping

[emma313823]

All

I need some help in how to do this. I have five territories in my company and they show up as Territory in my model. Each account is assigned to a territory, so in my model under data, this is under Accounts.

The territories are Metro, Mid, NE, PA, and UNY.

What I want to accomplish is to still show each territory indiviudally, but I also need to report the data additionally as Data South and Data North

Data South would be Metro, UNY, PA and Mid

Data North would be just NE

If I drag Territory to a table...I can select each territory individually. Is there a way to do accomplish the creation of this so that  if I drag it to a table for example I would show Data North and Data South and could select one, the other or both?

Emma

[Sergii24 · Accepted solution]

Hi @emma313823, you can use Grouping feature.

Select the column items of which you want to group, click "New group" feature:

Now gorup items as you need:

Here is the final result:

You can learn more about this feature here - Use grouping and binning in Power BI Desktop - Power BI | Microsoft Learn

Good luck 🙂

[dk_dk]

Hi @emma313823 

You can right click on the Territory and select New group.

Then do a grouping like this:

Then you can use your created group in any visual, or as a filter:

Hope this helps! Let me know if you have any questions.