Grouping members in Tableau - Cell-by-Cell Formula Trace

Sample Data

This data shows sales team members and their regions.

Cell	Value
A1	Name
B1	Region
A2	Alice
B2	North
A3	Bob
B3	South
A4	Charlie
B4	North
A5	Diana
B5	East
A6	Evan
B6	South

Formula Trace

IF [Region] = 'North' OR [Region] = 'South' THEN 'Group 1' ELSE 'Group 2' END

Step 1: [Region] for Alice

Step 2: [Region] = 'North' OR [Region] = 'South' for Alice

Step 3: IF condition for Alice

Step 4: [Region] for Bob

Step 5: [Region] = 'North' OR [Region] = 'South' for Bob

Step 6: IF condition for Bob

Step 7: [Region] for Charlie

Step 8: [Region] = 'North' OR [Region] = 'South' for Charlie

Step 9: IF condition for Charlie

Step 10: [Region] for Diana

Step 11: [Region] = 'North' OR [Region] = 'South' for Diana

Step 12: IF condition for Diana

Step 13: [Region] for Evan

Step 14: [Region] = 'North' OR [Region] = 'South' for Evan

Step 15: IF condition for Evan

Cell Reference Map

    A        B
1 | Name   | Region |
2 | Alice  | North  | <-- referenced
3 | Bob    | South  | <-- referenced
4 | Charlie| North  | <-- referenced
5 | Diana  | East   | <-- referenced
6 | Evan   | South  | <-- referenced

The formula uses the Region column (B2:B6) to decide group membership.

Result

    A        B       C
1 | Name   | Region | Group  |
2 | Alice  | North  | Group 1|
3 | Bob    | South  | Group 1|
4 | Charlie| North  | Group 1|
5 | Diana  | East   | Group 2|
6 | Evan   | South  | Group 1|

The Group column shows the assigned group based on the Region grouping rule.

Sheet Trace Quiz - 3 Questions

What group does Diana belong to?

A Group 2

B Group 3

C Group 1

D No group

Key Result

IF condition THEN assign group A ELSE assign group B