Using Folders in Tableau to Keep Fields Organized

When you have so many fields in your Tableau workbook that a scroll bar appears in your data window, you need to find a way to organize your fields.

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The best way to do that is to create folders. The first step is to right-click on any field, select “Group by”, then select “Folder”.

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It might seem like nothing happens when you do this but that isn’t the case. If you joined data from multiple tables, the dimensions will no longer be sorted by the “Data Source Table” they originally came from. Now that we’ve made this selection we can begin grouping fields into folders.

CTRL + select multiple fields, select “Folders” and then “Create Folder…”

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Give the folder a name and notice those fields will now be part of a collapsible folder. Fields can continue to be dragged in and out of the folder.

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Repeat the process until your data is organized as desired.

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