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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,

  1. Right-click on a dimension Sub-Category.
  2. Select "Create" option.
  3. Then click "Set" option shown in the following image.
Tableau Build Sets

Step2: It opens the Create Set window.

  1. Enter the set name to be created.
  2. Select the members which you want to add in the set.
  3. Click on the OK button.
Tableau Build Sets

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

Tableau Build Sets

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.

Tableau Build Sets

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

Tableau Build Sets

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.

Tableau Build Sets

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

Tableau Build Sets

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