All tagged Tableau Sets

Stacked bar charts are a brilliant visual for displaying how individual segments contribute to the overall value of a category, and how a category ranks in relation to other categories. Like all data visualizations however, it has some weaknesses.

One of the biggest weaknesses of a stacked bar chart is that it's hard to compare bar segments when they don't have a shared baseline. Comparing the first bar segment is straightforward, but comparing the 3rd or 5th segment is cumbersome.

Sets are a powerful Tableau tool that can be used in innumerable ways. One of the most useful (and eye-catching!) ways to use sets, is in combination with Dashboard or Worksheet Actions.

This combination allows us to update the values of our sets simply by interacting with our dashboards and worksheets. We can add values to our sets, assign values, or remove values, just based on our clicks.

Let me guess, you have a value (maybe a null) displaying in a Tableau filter and you want it to go away? You don’t want to leave it just sitting there because it’s ugly and your users are insatiably curious. You know if you leave it they are going to select it and you’re going to have to answer questions about what this “null” value means and why it’s a filter option.

Traditionally the set feature in Tableau is used to create a subset of predefined values. Those may be handpicked (i.e. How do these 5 products perform regionally?) or they may be chosen conditionally (i.e. Where are our top 100 customers by revenue located?). They are generally used to create predefined values you can filter on.