How to Build and Edit sets in Tableau?

vishrut-singhal · 22 May 2021 16:58

Tableau Build Sets

Sets are custom fields and it defines a subset of data based on some conditions. Sets create a set of members out of the field present in a data set.

It acts as a separate field or dimension. The procedure to build sets is given step by step as follows.

For examples , consider the data source such as Sample-Superstore and use its dimensions and measures to build the Sets .

Step1: Go to the worksheet. And,

Right-click on a dimension Sub-Category .
Select " Create " option.
Then click " Set " option shown in the following image.

Step2: It opens the Create Set window.

Enter the set name to be created.
Select the members which you want to add in the set.
Click on the OK button.

It creates a set of the selected members shown in the below screenshot.

Show Members in Set

You can also see the selected members after a created or inbuilt set from the following steps:

Step1: Right-click on the Set.

Step2: Click on the " Show Members " option.

After clicking the " Show Members " option, it will show all the members present in the set shown in below screenshot.

Edit the set

You also edit the set after created or inbuilt from the following steps:

Step1: Right-click on the set.

Step2: Click on the " Edit Set " option.

After clicking on the " Edit Set " option, Edit Set window will be opened with the set name. Now, you can edit the set shown in below screenshot