Sets

Sets are custom fields that define a subset of data based on some conditions. A set can be based on a computed condition, for example, a set may contain customers with sales over a certain threshold. Computed sets update as your data changes. Alternatively, a set can be based on specific data point in your view. You can use sets to compare and ask questions about a subset of data. For example, in a scatter plot showing product sales, you may select the products with the most sales and add them to a set. You may then create another set that contains the products with the highest return rates. With these two sets you can ask questions like "What percent of my total sales is from high returned products?" Or you may go further and compare the two sets to each other to create a new set that contains only high sales products that are also returned frequently.
Tableau displays sets at the bottom of the Data window and labels them with the set icon .

When you drag a set to the view, you can choose to aggregate the members using In/Out mode or to list all of the individual members of the set. See Using Sets to learn more about these modes.
If you are connected to a multidimensional data source, you may see additional sets that were created in your data source. These sets are also listed in the Sets area of the Data window but are indicated with the server named set icon . A server named set can be used in the same way as any other sets you create in Tableau.
Sets can be automatically generated as a result of an action. These sets are indicated by the action set icon . See Actions.
Finally, when working with workbooks connected to Tableau Server or Tableau Online, User Filters display in the Sets area of the Data window using the user filter set icon user. See User Filtering.
If you are connected to a relational data source, creating a set that is based on a continuous date field will use the exact dates instead.
  1. Creating a Set
  2. Using Sets
  3. Combining Sets
  4. Examples of Sets

2 comments: