Groups in Tableau: Create Groups, Hierarchy, Sets & Sort Data - Guru99 The procedure to Group Data in Tableau is given as follows. Step 1) Right-click on the dimension 'Category'. Click on 'Create' option. Select 'Group' option. Step 2) It opens the 'Create group' window. Type the name of the group data in Tableau. Select the members to be grouped. Click on 'Group 'button. Step 3) In Edit Group Window, 1.