When you define a set within your data, you identify a number of values that have something in common. If you have customers in the eastern United States, you could have an east or mid-Atlantic region, for example. After a while, you might decide to combine two or more sets into a single set. In this movie, I’ll show you how to do that.
- [Instructor] When you define a set within your data you identify a number of values that have something in common. If you own properties within the eastern United States, for example, you could have an east or perhaps mid-Atlantic region. After a while, you might decide to combine two or more sets into a single set, and in this movie, I will show you how to do that. My sample file is the Combine Tableau workbook and you can find it in the chapter seven folder of the ester size files collection. I'm summarizing hotel data based on the property city and also the revenue that each of the hotels brought in.
If you look over in the data tab, you can see at the bottom that I have two sets defined, MidAtlantic and South. MidAtlantic, if I double-click it, consists of Boston, New York and Philadelphia, and I'll press control-Z to undo that. Whereas the South, if I double-click it, consists of Atlanta and Nashville and New Orleans, Orlando and Richmond, and I'll press control-Z again to undo.
Let's say I want to combine my two sets into a single set. To do that, I can click the first set in the sets area and then hold down the control key and click the second set, then right-click either of these selections and from the shortcut menu that appears, click Create Combined Set. There I have the Create Set dialogue box and I can call this set something other than Set 1, so I'll call it East and South.
The first thing I need to do is to indicate the two sets that I want to use or more but in this case, it's two, and I have MidAtlantic and South, which are correct. Now I need to identify how I want to combine the two sets. The first is simply to combine all members in both sets, regardless of overlap. The second option is to create a new set with only the shared members. In other words, groups or rather cities that would be in both MidAtlantic and South in case there are none of those.
The third option is MidAtlantic except for shared members so it would be every value in MidAtlantic unless that value is also in the South. And then we have South except for shared members and that's the opposite of MidAtlantic. It would take every value in the South group or set unless it was also in the MidAtlantic set. If the two sets summarize different dimensions, for example, state versus city, then you could have Tableau separate the members using a comma, and you can see here that there's East comma Green Tea comma 2012.
You can use any character that you like or no character at all. Now that I have created my set, I can click OK and you see that it appears here, East and South, and if I double-click then it's added to the right of Property City and we can see in and out. If I get rid of Property City, then double-click it again to bring it back, then I see my list or my text table with all the cities that are in the East and South set and all the ones that are not.
If I want to remove that level of organization, I can drag the pill to the data area and my text table goes back.
Author
Updated
5/10/2017Released
10/13/2016- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboard and actions
Skill Level Intermediate
Duration
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Q. This course was updated 5/10/2017. What topics were part of the update?
A. Topics related to version 10.1 and 10.2 were part of the course update.
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Introduction
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Welcome59s
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1. Introducing Tableau
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Downloading Tableau2m 36s
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Installing Tableau drivers2m 15s
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Getting help in Tableau2m 2s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 56s
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Joining related data sources3m 27s
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Cleaning up source data2m 37s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 24s
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Creating a packaged workbook1m 33s
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4. Creating Custom Calculations and Fields
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Creating a calculated field3m 21s
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Adding a table calculation3m 46s
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5. Analyzing Data Using Statistical Tools
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Displaying the Summary Card2m 30s
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Forecasting future values3m 58s
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6. Sorting and Filtering Tableau Data
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Creating a selection filter2m 58s
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Creating a wildcard filter3m 50s
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Creating a condition filter2m 53s
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Creating a top filter2m 46s
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7. Defining Groups and Sets
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Defining a group1m 55s
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Defining a set2m 14s
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Combining sets3m 31s
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Editing and deleting sets1m 37s
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8. Creating and Pivoting Crosstabs
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Creating a crosstab3m 20s
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Unpivoting a crosstab1m 50s
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9. Formatting Tableau Visualizations
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Resizing a visualization3m 39s
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10. Creating Basic Charts
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Creating pie charts3m 45s
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Creating scatter plots3m 19s
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Identifying data clusters3m 54s
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Creating histograms3m 6s
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Creating a treemap3m 26s
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11. Annotating and Formatting Charts
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Adding a text box to a chart2m 25s
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12. Mapping Geographic Data
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Creating a basic map4m 24s
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Setting map options3m 46s
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Defining custom regions3m 57s
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13. Creating Dashboards and Actions
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Creating a dashboard3m 54s
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Defining a filter action2m 40s
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Defining a highlight action3m 44s
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Defining a URL action2m 36s
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14. What's New in Tableau 10.1 and 10.2
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Export data to CSV files1m 20s
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Scale maps dynamically1m 34s
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Conclusion
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Further resources1m 17s
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Video: Combining sets