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GROUPS VS SETS IN TABLEAU


Groups:

A set of multiple members combined in a single dimension to create a higher category of the dimension is called group. In simple terms we can say the Tableau group is a way to combine data in a format that doesn’t exist currently in the data source.

How to Create Groups:

We can create groups in different ways. For creating groups in Tableau, I am using sample superstore data.

Method -1:

Step 1:

· Right-click on the dimensions ‘Category’.

· Click on ‘create’ option.

· Select ‘Group’ option.


Step 2:

· It opens the ‘Create Group’ window.

· Type the name of the group in field name.

· Select the members to be grouped.

· Click on ‘Group’ button.


It created a group named Category (Group) having two members furniture and office supplies and added in the dimension list.


Method – 2:

· Select the list of all the elements for the group using Ctrl + Click.

· Click the Group icon on the toolbar.


Method – 3:

· Select the list of all the elements for the group using Ctrl + Click.

· Right-Click on the highlighted elements.

· Select Group.


Sets:

In Tableau sets are used to create subsets of data based on certain conditions defined by the user. In other way we can say creating a set is grouping members from multiple dimensions and/or condition in to a dynamic or constant group.

Types of Sets:

· Dynamic Sets

· Fixed Sets

· Combined Sets

How to Create Sets:

Dynamic Sets:

The members in the dynamic sets get change when the underlying data changes.

Steps:

1. Right-Click on a dimension field on which you want to create sets.

2. Select ‘Create Set’ option.


3. In the ‘Create Set’ window there are three options are there through which user can customize the set.

General: It provides an option for a user to select one or more required values from the list or a user can select ‘Use All’ options to consider all values always even when new values being added or removed.


Condition: The ‘Condition’ tab is used to define the conditions that determine what value/member to include in the set.


Here user apply a condition of having only those values where the sales are greater than 50,000.

Top: The ‘Top’ tab is used to select only specified ‘N’ number of top or bottom values.


Fixed Set :

The values or members in the fixed sets don’t get change when the underlying data changes.

Steps:

1. In the chart select one or more scatter dots.

2. Right-click the mark and select “Create Set” option.


3. Enter the name of the set in the “Create Set” dialog box and click “ok”.


Combined Sets:

To compare the members, you can merge two tableau sets. When we merge two sets, we get a new set with all the members or the members that are in both the sets or members that are in one set but not the other. Combine sets answer difficult questions and compare cohorts of your data.

Steps:

1. Select the two sets which you want to combine in the Data pane’s Set section.

2. Create a combined set by right-click the sets and select ‘Create Combined Set.

3. In the ‘Create Set’ dialogue box

  • Give the name to the new combined set.

  • In the drop-down list, make sure the two sets want to combine are chosen.

  • Choose one of the methods for combining the sets.

1. All member from both the sets.

2.Shared members from both the sets.

3.Except for shared members.

4. Click ok.

Difference between Groups and Sets


Groups

Sets

Groups are not dynamic.

Sets can be dynamic.

You can group only within one dimension.

You can group across multiple dimensions.

The newly created Group will appear in the same dimension window.

The newly created set appears in a separate window below the measures.

No limit to number of groups.

Binary (In/Out only).

Processed as dimension filters.

Processed before dimension filters.




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