Tableau >> Intermediate (6) Using Sets to Highlight Data

Using Sets to Highlight Data

• 1. Creating Sets
  • Method 1. From the Dimensions Pane
  • Method 2. Create sets by selecting the marks in the view
• 2. Uses for Sets
• 3. Combining Sets

1. Creating Sets

Method 1. From the Dimensions Pane

• [Data] Pane --> Dimension field --> Drop down [Menu] --> [Create] --> [Set]

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• [Create Set] dialog box

  1. [General]

     - Specifically select individual dimension members to include in your set

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  2. [Condition]

     - Create a set on a condition

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  3. [Top]

     - Select the top / bottom X member on a specific metric

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Method 2. Create sets by selecting the marks in the view

• Select multiple marks by clicking and dragging your mouse

• Hover your mouse over the set until you see a tooptip menu

• Click the sets icon that looks like two conjoined circles --> Click [Create Set]

  

• [Create Set] dialog box

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2. Uses for Sets

• Viewing in / out sets

  Dragging the set into the view can identify all the dimension members that are in and out of the set

  
  

• Use sets to compare members in a set to members not in the set

  - Show In/Out of Set

  
  

  - Show Members in Set

  

• Use as a filter

  Sets can by used as a reusable filter by dragging the set into the Filters shelf.

  Any set you create can be used across all worksheets in a workbook.

  
  

3. Combining Sets

A combined set allows you to compare multiple sets with one another to determine intersections or differences across the sets.

Notice: You can only combine sets that have been created with the same dimensions.

Steps for combining sets:

• Select sets to combine

• right-click --> [Create Combined Set]

  

• Choose the combine style in [Create Set] dialog box