Sets in Tableau

Sets
Create Sets
• You can use sets to compare and ask questions about a subset of data
• Sets are custom fields that define a subset of data based on some conditions
• You can make sets more dynamic and interactive by using them in Set Actions
• Set actions let your audience interact directly with a dashboard to control aspects of their analysis
• When someone selects marks in the view, set actions can change the values in a set
• In addition to a Set Action, you can also allow users to change the membership of a set by using a filter-like interface
known as a Set Control, which makes it easy for you to designate inputs into calculations that drive interactive analysis
Create A Dynamic Set
• There are two types of sets: dynamic sets and fixed sets
• The members of a dynamic set change when the underlying data changes
• Dynamic sets can only be based on a single dimension
• To create a dynamic set:
 In the Data pane, right-click a dimension and select Create > Set.
 In the Create Set dialog box, configure your set

Configure Your Set Using The Following Tabs:
• General:
 Use the General tab to select one or more values that will be considered when computing the set.
 You can alternatively select the Use all option to always consider all members even when new members are added or removed.
• Condition:
 Use the Condition tab to define rules that determine which members to include in the set.
 For example, you might specify a condition that is based on total sales that only includes products with sales over $100,000
• Top:
 Use the Top tab to define limits on what members to include in the set.
 For example, you might specify a limit that is based on total sales that only includes the top 5 products based on their sales.
 When finished, click OK.
 The new set is added to the bottom of the Data pane, under the Sets section. A set icon indicates the field is a set.
Create A Fixed Set
• The members of a fixed set do not change, even if the underlying data changes
• A fixed set can be based on a single dimension or multiple dimensions.
• To create a fixed set:
 In the visualization, select one or more marks (or headers) in the view.
 Right-click the mark(s) and select Create Set.
 In the Create Set dialog box, type a name for the set.
• Add or remove data points from sets
 If you created a set using specific data points, you can add more data to or subtract data from the set.
• To add or remove data points from a set:
 In the visualization, select the data points you want to add or remove.
 In the tooltip that appears, click the Sets drop-down menu icon, and then select Add to [set name] or Remove from [set name] to add
or remove data from a particular set.

Use sets in the visualization
• After you create a set, it displays at the bottom of the Data pane in the Sets section
• You can drag it into the viz like any other field.
• When you drag a set to the viz in Tableau Desktop, you can choose to show the members of the set or aggregate the
members into In/Out categories.
• In Tableau Server or Tableau Online you can only aggregate the members of the set into In/Out categories.
Show In/Out members in a set
• In most cases, when you drag a set to the viz, Tableau displays the set using the In/Out mode
• This mode separates the set into two categories:
 In - The members in the set.
 Out - The members that aren't part of the set.
• For example, in a set defined for the top 25 customers, the top customers would be part of the In category and all other
customers would be part of the Out category.
• Using the In/Out mode makes it easy to compare the members in the set to everything else
To show In/Out members in the visualization:
• In Tableau Desktop, right-click the set in the visualization workspace and select Show In/Out of Set.
• When a set is in In/Out mode, the field on the shelf is prefaced by the text, "IN/OUT", followed by the set name.
Show Members In A Set
• As an alternative to showing the set using In/Out mode, you can list the members in the set
• Showing the members in the set automatically adds a filter to the view that includes only the members of the set.
• To switch a set to list the individual members:
 In the visualization workspace, right-click the set and select Show Members in Set.

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Sets

• Dynamic sets can only be based on a single dimension

• To create a dynamic set:

 In the Data pane, right-click a dimension and select Create > Set.

 In the Create Set dialog box, configure your set

 When finished, click OK.

• A fixed set can be based on a single dimension or multiple dimensions.

• To create a fixed set:

 Right-click the mark(s) and select Create Set.

• Add or remove data points from sets

• To add or remove data points from a set:

or remove data from a particular set.

• This mode separates the set into two categories:

 In - The members in the set.

 Out - The members that aren't part of the set.

• To switch a set to list the individual members:

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