From the course: Tableau 2024.1: Essential Training

Unlock the full course today

Join today to access over 24,800 courses taught by industry experts.

Create summaries using sets

Create summaries using sets - Tableau Tutorial

From the course: Tableau 2024.1: Essential Training

Start my 1-month free trial Buy for my team

Create summaries using sets

“

When you define one or more sets in your data collection, you can summarize your data based on them. In this movie, I will show you how to add subtitles to your visualization to take advantage of the sets that you've defined within your data. My sample file is 07_06_Summaries, and you can find it in the Chapter_07 folder of the Exercise Files collection. In this workbook I have a list of sales by customer state, and if we look over at the sidebar, I can see that I have two sets as well. The first one is Delmarva, referring to the Delaware, Maryland, and Virginia states within the US, and then Pacific Northwest, which is a group of states in the upper left hand corner of the map of the US. And those would be Alaska, Washington, Oregon and Idaho. I can see all of the sales related to a set by dragging customer state off of the row shelf and then adding, say, Delmarva to the viz, so I'll drag that to the row shelf. Doing so gives me an in and out distinction. Anything in the Delmarva set…

Contents