Tableau Set

Tableau Set is a custom field used to hold the subset of data based on some condition. In real-time, a Tableau set can create by selecting members from the list. Or By writing custom Conditions or Selecting Top or Bottom records based on Measure value and so on.

Sets can be beneficial. For instance, to create the Top 10 States by profit, Sales Amount greater than the minimum threshold, Products with negative profits, etc. This article will show you how to Create a Tableau Set with an example.

For this Tableau set demo, we are going to use the Super Store sample excel file downloaded from the website. Please visit Connecting to Excel Files article to understand how to connect and extract data from Excel files in Tableau.

Tableau Set Example

This example will show you how to create Tableau Set, Constant Sets, and Computed Sets. First, Drag and Drop the State Name from Dimension Region to Rows Shelf and Profit from the Measures region to Columns Shelf.

Table Report 1

How to Create Constant Set in Tableau?

The Constant Set members mean fixed; once created, they don’t change. To create a Constant Set, Please select the members you want to include. Next, select the Icon present in the tooltip and click the Create Set… option, as shown below.

Tableau Set 2

Once you click on the option, a new window will open.

  • Name: Please specify the Unique name for this Tableau set. Make sure that the name should reflect the set functionality. For now, we named this Random 10 States.
  • Members: Members we selected in our previous step. If you want to remove any member, Please select the member value and click on the cross button.
  • Add to Filters shelf: Please check mark this option, If you want to add this set to the Filters Shelf.
Create a Tableau Set for Top 10 States by Sales 3

Click OK to finish creating our first Set. From the below screenshot, you can observe that Our newly created Set is positioned within the Data pane.

Tableau Set 4

Please Drag and drop the newly created Random 10 States from the Sets region to Row Shelf. Next, Remove the existing State names from the Row Shelf.

From the below screenshot, you can observe that Our report is displaying the In and Out rows only. It is because, By default, Tableau will display the set values as:

  • IN: All the members we selected for creating the Set will be placed in IN field. It means 103,620 is the total profit of our randomly selected 10 states
  • OUT: Remaining members will place in the OUT file.
Add to Rows Shelf 5

To show the state names (or Set members), click on the Dropdown arrow in the upper right corner of the IN/OUT (Random 10 States) member present in the Row Shelf. Next, select the Show Members in Set option from the Dropdown menu.

Show members option from context menu 6

Now, you can see the State members present in the Set

View members 22

If you want to check the States names inside the IN filed and OUT filed, then Please, Drag and drop the newly created Random 10 Products from the Sets section to Row Shelf. Next, Drag and drop the State field from the dimension region to the Row Shelf.

Tableau Set 7

How to Create Computed Set in Tableau

The Computed Set members are dynamic and change when the underlying data changes. To create Computed Set, Please select the Dimension on which you want to create your Set, and Right-click on it will open the context menu. Please choose the Create option and then select the Set.. option from the context menu.

Tableau Computed Set 8

Computed Set Option

Once you select the option, a new window called Create Set is opened to create Computed Set in tableau. We have multiple options in this window, as shown below.

  • Name: Please specify the Unique name for the set. Make sure the name should reflect the functionality.
  • General Tab: Use this tab to select the required members from the available list.
  • Top: This is to select all the Top and Bottom records. For instance, the Top 10 or bottom 10 records are based on Profits.
  • Condition: Used this tab to write the custom condition. For instance, Profit greater than 10000, etc.
  • All: This select All the available members from the list
  • None: Use this to deselect All the selected members
  • Summary: It will display the information regarding the set. This includes the Field name, the Condition we used, the number of records we selected from the Total number of records, etc.
Tableau Set 9

Tableau set General Tab

Within the General tab of sets, we have three more options:

  • Select from List: This option allows you to choose the required members from the available list.
  • Custom Value List: This option allows you to write Custom members.
  • Use all: This option allows you to select All the available members from the list.

Custom Value List option – We just added three random records here. In real-time, you have to write the existing values only. Next, click OK to finish creating our Set.

Custom Value List Option 10

How to Edit Tableau Set

To edit the existing one, Please click on the Dropdown arrow in the upper right corner of the name and select the Edit Set… option from the context menu as shown below.

Edit Tableau Set 11

Once you choose the option, a new window will be opened to edit the existing set.

Use All section option

Once you select this option, there is nothing you can do because this option will select All the available members from the list.

Use All Option 12

Click OK to finish editing the existing Set. Please Drag the newly created one from the Sets region to the Row Shelf and place it before the State filed as shown below.

Tableau Set 13

How to Delete Tableau Set

To delete the existing one, Please click on the Dropdown arrow in the upper right corner of the Set name and select the Delete option from the context menu.

choose Delete option from context menu 14

Select From List

In this example, we will create one more set to choose the random 6 States from the available state members. To do this, please navigate to the General tab, select the Select from List radio button, and select required state members from the available list.

Select From List of Records 15

Please Drag the newly created Random 6 States from the Sets region to Row Shelf and place it before the State field.

Tableau Set 17

From the above listing, you can observe that California, Delaware, the District of Columbia, Georgia, Idaho, and Indiana are listed in IN section because these are the states we selected when we created our Set.

Condition Tab

In this Tableau condition tab example, we will create one more set to find the States generating Positive Profits. To do this, navigate to the Condition tab, select the By Field radio button, and then select SUM of Profit greater than or equal to 0.

Condition Tab to choose by field 18

Click OK to finish creating a new Set. Let us replace the Random 6 States with our newly created set, called States with Positive Profits, and see the result.

Tableau Set 19

From the above listing, you can see all the states with positive profits placed in IN field and Negative profits placed in Out Field.

Top 10 Tab

In this Tableau example, we will create one more set to find the Top 10 States generating the highest Profits. To do this, Please navigate to the Top tab, select the By Field radio button, and add constant value 10, as shown below. If you want to make this dynamic, replace the value 10 with the Parameter name.

Please refer Parameters article for understanding the creation and use of parameters.

Top 10 Profit 20

Click OK to finish creating a new Set. Let us replace the States with Positive Profits with our newly created set, called Top 10 States by profits, and see the result.

Tableau Set 21

The above listing shows that according to their profits, California, Delaware, Georgia, Indiana, Kentucky, Michigan, Minnesota, New York, Virginia, and Washington are in the Top 10 list. Please refer CombinedSets article to understand the creation of Combined Sets in Tableau.