A set is a subset of data. Tableau lets you create custom sets based on:
Combining sets are useful in cases when you want to show:
How to combine sets:
Options on Combing sets:
Example: To practice, use Tableau's sample superstore data to create a combined set showing revenue over $10,000 and profit more than 0 by customer name. Then edit the combined set to show customers with negative profits, yikes!
You should get the following:
Side Notes: The set created here is a dynamic set. This means that if the data changes, the sets will reflect this to show the new data points that fall into the set when the data refreshed.
An example of a static set in Tableau is when you manually a few customer names from the pre-existing list. If a new customer name is entered, they will be exluded from your set. One way to avoid this is by selecing Use All in the set options.
A dynamic set is based on a specific condition. For instance, customers with revenue over $10000 or top profitable customers will be dynamic as they will update with changes in the data.
Filters only apply to a tableau worksheet by default. (you can change a filter to apply to multiple sheets). You can think of a set in tableau as a pre-defined filter which can be used repeatedly throughout a workbook
When you are blending data, you cannot use or create a set from the secondary data source.