Tableau sets combine related values; if necessary, you can combine multiple sets into a new set. In this video, learn how to combine sets.
- [Instructor] When you define a set within your data, you identify a number of values that have something in common. However, there might be times where you want to combine multiple sets into one. I'll show you how to do that in this movie. My sample file is 0707combiningsets, you can find that in the chapter seven folder of your exercise files collection. I have my data displayed by region in a tree map, and also, if you look at the bottom left hand corner of the interface, you'll see that there are two sets, northern east, and southern west. Let's say that I want to combine those two sets into a single set. To do that, I'll just click the first set that I want to include, and then using the CTRL key, while holding that down click the second one, if I had more sets that I wanted to add, I could just hold down the CTRL key and keep clicking. Now with those two sets selected, I can right click either of them, and then, near the middle of the shortcut menu, there's create combined set. I'll click that, and I get a create set dialogue box, but it's a little bit different from ones we worked with before. We can provide a name for this set, so instead of calling it set three, I will call it NESW. So that's my mental note for northern east and southern west. Now we need to indicate how we are going to combine the sets. The default and the one we'll end up using is all members in both sets, so the union of the two, shared members in both sets would be an intersection, in this case there's no shared members, so there wouldn't be any. We could also do a left outer join, northern east except for shared members, and then southern west except for shared members are also different possibilities. In this case though, the default of all members in both sets is correct, so I'll click okay, and we get our new set, NESW, and I can drag NESW to the filters card, and I just see northeast, north central east, southwest and south central west. Also note, that the sets we worked with are still there, so we have NESW, northern east, and souther west still available. If you want to see the entire list of sets, you can drag the top of the sets group up and now you will have to scroll within measures.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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