Using the In/Out mode makes it easy to compare the members in the set to everything else. Out - The members that aren't part of the set.įor example, in a set defined for the top 25 customers, the top customers would be part of the In category and all other customers would be part of the Out category. This mode separates the set into two categories: In most cases, when you drag a set to the viz, Tableau displays the set using the In/Out mode. In Tableau Server or Tableau Online you can only aggregate the members of the set into In/Out categories. When you drag a set to the viz in 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 the viz like any other field. In the tooltip that appears, click the Sets drop-down menu icon, and then select Add to or Remove from to add or remove data from a particular set.Īfter you create a set, it displays at the bottom of the Data pane in the Sets section. In the visualization, select the data points you want to add or remove. If you created a set using specific data points, you can add more data to or subtract data from the set. 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.
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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 dialog box. In the Create Set dialog box, type a name for the set. Right-click the mark(s) and select Create Set. In the visualization, 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, even if the underlying data changes. The new set is added to the bottom of the Data pane, under the Sets section. See Filter Data from Your Views (Link opens in a new window) to learn more. Note: Set limits work the same as Filter limits. Top: Use the Top tab to define limits on what members to include in the set.įor example, you might specify a limit that is based on total sales that only includes the top 5 products based on their sales. Note: Set conditions work the same as filter conditions. You can alternatively select the Use all option to always consider all members even when new members are added or removed.Ĭondition: Use the Condition tab to define rules that determine which members to include in the set.įor example, you might specify a condition that is based on total sales that only includes products with sales over $100,000. General: Use the General tab to select one or more values that will be considered when computing the set.
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You can configure your set using the following tabs: In the Create Set dialog box, configure your set.
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In the Data pane, right-click a dimension 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. There are two types of sets: dynamic sets and fixed sets. For details, see Show a set control in the view. In addition to a Set Action, you can also allow users to change the membership of a set by using a filter-like interface known as a Set Control, which makes it easy for you to designate inputs into calculations that drive interactive analysis. When someone selects marks in the view, set actions can change the values in a set. Set actions let your audience interact directly with a viz or dashboard to control aspects of their analysis. You can make sets more dynamic and interactive by using them in Set Actions.
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#GENERATE SETS GREATER THAN LESS THAN EQUAL TO KINDER FREE#
Watch a video: To see related concepts demonstrated in Tableau, watch the free training videos Creating Sets (Link opens in a new window) (6:54 minutes) and Working with Sets (Link opens in a new window) (4 minutes). Sets are custom fields that define a subset of data based on some conditions. Glosser asked Kyesha, Angie and Eduardo to list the set all of integers greater than -3.Īnalysis: Each student wrote this set using different notation.You can use sets to compare and ask questions about a subset of data.