Create dynamic sets by using set actions

oday we’re going to be covering a new feature in Tableau that is the ability to dynamically add and remove items from a set and how you can use this in a visualization.

STEP1:

→If we wanted to create a new set out of product subcategory and this is all part of the superstore sample data set you should have in the Tableau data sources if we wanted to create a set we just right click on subcategory and click the create pill to click the set.

STEP 2:

→We go down here to set. And then we would be able to add and remove items from a set as we wanted to say. We just wanted these top few things in our set. And then we have created our set.

STEP 3:

→The first thing after we create a set we’re going to create two different visualizations. One is going to be a time series.

→Using the order date on the column shelf and then we’re going to drag out sales to rows.

→We’re have to just expand this so we get a nice monthly piece.

→Then turn this into a bar graph.

STEP 4:

→We have going ahead and turn that into a nice looking bar graph here for us with this is just the sales overtime so the sales by month for 2018 through 2021.

→And next we have to create another sheet2. I’m going to add a slightly different view of this, so we’re going to take region out to our rows shelf without full regions here and we’re going to add quantities to columns.

→And same as we have to create a sets for regions named it as region set.

STEP 5:

And go back to sheet 1 use the region set and drag that to marks card in color box.

STEP 6:

→Create a dashboard and then drag out both of our two sheets here.

→We’re going to go up here to dashboard. We’re going to create a new action. and add change to set values.

→After creating a set action click ok.

→When we click on a region it will highlight it in the bar graph below

STEP 7:

If you select just west and east and you can see that the numbers will change dynamically too. So every time we click on one of these sets we get a number both for what’s in the set and what’s left.

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