Some values in a Tableau visualization will be related to other values, which may be combined into a set. In this video, learn how to define a set.
- [Instructor] When you analyze a data source, you will often find that certain values go together. In this movie, I will show you how to define a set, which you can use to analyze a portion of your data. My sample file is 07_05 CreateSet, and you can find it in the Chapter Seven folder of the Exercise Files collection. In this movie, I have a text table with sales broken down by region. Let's say that I want to group two of the regions together into a set. In other words, a super region, in this case. And those could be North Central East and Northeast. To create the set based on those values, I will select their header. So I will click North Central East, and then I'll hold down the Control key, and click Northeast. So there I have my two values selected, and I will move my mouse pointer over either of the selected items. And then in the interface that appears, I'll click the Create Set button, and then click Create Set. The Create Set dialogue box appears, and I see my two sales regions, North Central East and Northeast, below. If I want to change the set's name, I can do so in the Name box. The text is already selected, so I will call it Northern East. Looks good. So I'll click OK. And my set appears in a new sets part of the data panel over on the left side of the screen. One great way to use sets is as a predefined filter. So I'll go to the body of the visualization and click a blank area to release the selection, and then I will drag the Northern East set to the Filters card. And when I do, the visualization is filtered, so that I now only see values for North Central East and Northeast, which are the two regions in the set that I created. If I want to remove the filter, I can drag that pill from the Filters card, and I'm back to seeing all of my data.
- 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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