In the new sheet, I am going to replace the static set on the Color Marks Card with the dynamic set. I am going to duplicate the sheet with the scatter plot we created in the last section. I want to pause here to illustrate the difference between the two sets. We have created our dynamic and static sets. I am going to leave the fields as is and select OK. For example, Top to Bottom, the 10 to another integer, Sales can be changed to a different dimension, and SUM can be changed to different aggregations. However you can change the fields as needed. Next, I will choose the tab labeled “Top”, then select the second radio button titled “By field:”.īy default, Tableau already has the correct fields chosen for me in this example. At the top I will change the name of my set to “Top 10 Customers by Sales (Dynamic)”. To create a dynamic set, I am going to right-click on the Customer Name dimension in the Data pane, go down to Create, then select Set. We can see the outlier in the far right and immediately identify that customer for further analysis. Very quickly we can already see the power in creating sets and how it can add insight to our dashboards. We can see that the 10 customers in the set are highlighted while customers out of the set are grey. Then I am going to add the Top 10 Customers by Sales (Static) set to the Color Marks Card.ģ Ways to Make Stunning Scatter Plots In Tableau
To illustrate how our new set works I am going to create a new sheet and add Sales to the Columns Shelf, Profit to the Rows Shelf, and Customer Name to the Detail Marks Card. Creating a static set would be an easy tactic to use to complete an analysis with those requirements.
#Tableau public data sets pro
However a pro is we will always know what is in this set.Ī use case would be if you wanted to compare a set of specific products to the rest or a specific group of customers compared to the entire population. It will always have these exact dimension members in the set.
#Tableau public data sets update
This has some pros and cons the most obvious con is that it will not update if one of these customers dropped from the top 10. They will not change unless you edit the set and either add dimension members or remove them. 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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