The values in Tableau sets, which identify multiple values as part of a related whole, can change. In this video, learn how to edit and delete sets.
- [Instructor] After you create one or more sets, you can edit the values they contain, change their names, or delete them entirely. In this movie, I will show you how to manage your sets. My sample file is 07_08 EditSets and you can find it in the chapter seven folder of the exercise files collection. The workbook that I have created contains three sets and you can see them over here on the left in the sets section of the navigation panel. So I have northern east, southern west and then at the top I have NESW which is the combination of the two, a combined set. If I want to edit a set, I can right-click the sets pill and then click edit set. Then, in the edit set dialog box I can change the set's name or I can delete members from the set. So for example, if I wanted to delete north central east, I could move my mouse pointer over that item and click the remove button. So I'll click there and I'm down to just northeast in this region. If I were done making changes, I could click okay to save it. If I wanted to continue making changes, I could click apply, but in this case I don't want to save the change so I'll click cancel. As you saw you can rename a set from inside of the edit dialog box. However you can do the same from the user interface. So let's say I want to rename NESW. So I will right-click it and from here, I will click rename. That opens up the name for editing. So I'll backspace over it and type SWNE. So there we have a new name for this set. If you want to delete a set entirely instead of editing individual members, you can right-click the set and from the shortcut menu that appears click delete. So as you can see, you're now stuck with the sets you create at the start. You can edit them, or you can delete them entirely.
- 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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