In the Actions dialogue box, click Add Action and then select Change Set Values. In a dashboard, select Dashboard > Actions. Go to a worksheet, select Worksheet > Actions. What happens when the selection is cleared. The target set (the data source and set to be used). The user behaviour that runs the action (hover, select, or menu). The source sheet or sheets it applies to. Now, you can define the set action to include the following: It gives them more control over aspects of their analysis. You could u se set actions to let your audience interact directly with your visualization, even your dashboard. As the author, you can use a set or sets that you have already created to define the scope of the set action. Set actions take an existing set and update the values contained in that set based on a user’s action in the visualization. You can use set actions to give your audience more control over their analysis of your visualization. In Tableau Server, one can only aggregate the members of the set into In/Out categories. When you drag a set to the visualization into Tableau Desktop, you can choose to show the members of the set or aggregate the members into In/Out categories. You can drag it into any visualization like you would with any other field. All you have to do is click the Sets drop-down icon and select the Add/Remove option.įind out our Tableau Training Course in Top Cities IndiaĪfter you create a set, you could see it at the bottom of the Data pane in the Sets section. Note: If you created a set using specific data points, you can add more data to or subtract data from the set using the tooltip that appears. Select Add to Filters shelf to automatically move the set to the Filters shelf once it is created. To do so, for Separate members by, enter a character of your choice. You can specify the character that separates the dimension values. If the marks you selected represent multiple dimensions, each member of the set will be a combination of those dimensions. Remove any specific rows that you don’t want to include in the set by clicking the red x icon that appears when you hover over the row. Remove any dimensions that you don’t want to be considered by clicking the red x icon that appears when you hover over a column heading. When you exclude, the set will include all of the members you didn’t select. You can select the option to Exclude these members instead. Optionally complete any of the following:īy default, the set includes the members listed in the dialogue box. In the Create Set dialogue box, type a name for the set. Right-click the marks and select Create Set. In the visualisation, select one or more marks (or headers) in the view. A fixed set can be based on a single dimension or multiple dimensions. The members of a fixed set do not change. A set icon (the two intersecting bubbles) indicates the field is a set. The new set is added to the bottom of the Data pane, under the Sets section. Note Set limits work the same as Filter limits. For example, you might specify a limit that is based on total sales that only includes the top 5 products based on their sales. Make use of the Top tab to define limits on what members to include in the set. Note: Set conditions work the same as filter conditions. Use the Condition tab to define rules that determine what 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 of over $100,000. Use the General tab to select one or more values that will be considered when computing the set.Īlternatively, you could even select the Use all option to always consider all members even when new members are added or removed. You can configure your set using the following tabs In the Create Set dialogue box, configure your set. Navigate to the Data pane, under Dimensions, right-click a field and select Create > Set. Dynamic sets can only be based on a single dimension. The members of a dynamic set change when the underlying data changes. You can also do the same by writing custom Conditions or Selecting Top/Bottom few records in a Measure. In real-time, you can create a set by selecting members from the list or a visualization. Tableau Sets are custom fields used to hold the subset of data based on a given condition. Now, let’s begin by knowing what Tableau Sets exactly are. This article is written with the intention to impart enough information for you, the reader, to be able to start using Tableau sets in no time. It, hence, makes an integral part of Tableau, and more importantly, of the Tableau Training curriculum. When you select marks in the view, set actions can change the values in a set. Wouldn’t it be great if you could compare and ask questions about your data? Tableau Sets let your audience interact directly with visualization or dashboard to control aspects of their analysis.
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