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Grouping and binning in Power BI

When creating visuals in Power BI Desktop, your data aggregates into segments (or groups) based on values ​​found in the underlying data. That often goes well, but you may want to refine the way these segments are presented.

Let’s say you want to put three categories of products into one larger category (one group). Or, for example, you want to see sales in groups of 1,000,000 euros instead of parts of 923,983 euros.

In Power BI Desktop, you can group data points to better display, analyze, and explore data and trends in your visual elements. You can also define the size of the storage location so that you can place values ​​in groups of equal size. That way you can visualize your data better and more meaningfully. This action is often referred to as binning.

Group

To use grouping, select two or more elements of a visual. Use Ctrl + click to select multiple elements. Then right-click on one of the multiple selection elements and choose Group in the quick menu.

Once the group is created, it is added to the bucket Legend for the visual. The group also appears in the list Fields.

Once you have a group, you can easily edit the members of that group. Right-click on the field in the bucket Legend or in the list Fields and then choose Edit groups.

In the dialog box Groups you can create new groups or edit existing groups. You can also change the name of each group. Double-click in the box Groups and members on the group title and enter a new name.

You can do different things with groups. You can add items to a new or existing group from the list Ungrouped values. To create a new group, select two or more items (Ctrl + click) in the box Ungrouped values and click the button Group under that box.

You can add an ungrouped value to an existing group. To do this, select one of the Ungrouped values, then select the existing group to which you want to add the value and click the button Group. To remove an item from a group, select it in the box Groups and members and then click Cancel group. You can also move the ungrouped categories to the group Others or not grouping the categories.

You can create groups for any field in the field Fields, without having to select multiple items for an existing visual. Right-click in the field and select New group in the menu that appears.

Binning

In Power BI Desktop you can set the storage location size for numeric and time fields. You can use binning to properly size the data displayed in Power BI Desktop.

To size a save location, right-click one field and select New group.

Set in the dialog box Groups the option Size of storage location to the desired size.

If you OK you will see that there is in the panel Fields a new field appears, to which (storage locations) is added. You can then drag this field to the canvas to use the size of the save location in a visual element.

For more information, see Microsoft’s page on this topic.

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