12. Data Hierarchies and Groups
12.5 Data Groups (List Groups)
A group combines several values of a column into a new category without writing DAX. Our trainer wants to show orders by Maharashtra region:
| Region (group) | Cities (members) |
|---|---|
| West | Pune, Solapur |
| Vidarbha | Nagpur |
| North Maharashtra | Nashik |
| Marathwada | Sambhaji Nagar |
| South Maharashtra | Kolhapur |
(These labels are the grouping chosen for our practice reports.)
Steps in Power BI
- In the Data pane, right-click DarkStore › City › New group.
- The Groups dialog opens: Name
Region, Field City, Group type List. - In Ungrouped values, Ctrl + click Pune and Solapur › click Group. A group appears on the right under Groups and members. Double-click its name and type
West. - Repeat: Nagpur →
Vidarbha; Nashik →North Maharashtra; Sambhaji Nagar →Marathwada; Kolhapur →South Maharashtra. - Tick Include Other group if you want every value that is not in a group (for example a future city) to fall into Other.
- OK. A new field Region with a group icon (paperclip-style) appears in DarkStore. Use it like a normal column in visuals, slicers and filters.
- Shortcut from a visual: in a bar chart of Orders by City, Ctrl + click the Pune and Solapur bars › right-click › Group data. Power BI creates the group, and you can then rename it.
Edit or remove a group: right-click the Region field › Edit groups (add/remove members, rename, Ungroup). Delete the field to remove the grouping entirely.
Maharashtra che regions vaprun he udaharan swatah kara – West, Vidarbha, North Maharashtra, Marathwada aani South Maharashtra.
Ravindra Bagale's Tip
Ek goshta lakshat theva: forgetting Include Other group is the mistake I see most: new cities then show as their own names instead of a region, which confuses totals. Also clean spelling variants before grouping (Pune/pune). If the logic is long or changes often, use a mapping table in Power Query instead of a group. Dhyan rakho!