It is important to note that static sets are just that, ‘static’. Prior to 2020.2, they will show up in their own area of the Data pane labeled “Sets”. As I said previously, as of Tableau Desktop version 2020.2, sets will appear in this area. We will see the new set appear in the Dimensions area of the Data pane. I will name this “Top 10 Customers by Sales (Static)” and then click OK. You will see a new dialog box appear which shows you the dimension members in your set and will ask you to name your new set. We are going to click on the Venn diagram icon for sets, and then select Create Set. In this menu you will find options to keep only those selected, exclude them, sort ascending, sort descending, a paper clip that represents grouping, a Venn diagram icon for set options, and at the far right a spreadsheet icon that will allow you to view a summary of the data you have selected. If you hover over any of them, you will see a menu of options appear. Either way, you should now have several dimension members highlighted. You could also hold Control and click specific dimension members. This is going to select them both and everything in between. Next, I am going to select the first ten rows by clicking on the first-dimension member, then I’ll hold the Shift key and click on the 10 th dimension member. To do this I am going to start a new sheet, drag Customer Name to the Rows Shelf, Sales to the Columns Shelf, and sort this view in descending order. Using the Sample – Superstore dataset, I am going to create a static set of the top 10 customers by sales. If you scroll down in the Data pane you will see an area specifically for sets. If you are following along and do not see your sets lumped in with the dimensions, you likely have not updated to 2020.2. In version 2020.2 sets are treated more like dimensions and are now lumped into the Dimensions area of the Data pane. NOTE: Up to Tableau Desktop version 2020.2, sets had its own area within the Data pane. Incorporating sets into your dashboard can be an easy tactic to add a unique user interaction and drive insight.Īt the end of this tutorial I am also going to discuss some different use cases on when to use dashboard set actions vs set controls which were introduced in Tableau 2020.2.īy the end of this post, you will be able to create sets, know the differences between each tactic, and implement them into your dashboards. In this post you will learn how to: (1) create static sets, (2) create dynamic sets, (3) use sets as a filter, (4) use sets as a dimension, (5) use sets within a calculated field, (6) add a set control, and (7) use dashboard set actions.
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