Tableau Deep Dive: Sets – Combined Sets

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Tableau Deep Dive: Sets – Combined Sets

Tableau Deep Dives are a loose collection of mini-series designed to give you an in-depth look into various features of Tableau Software.

We’ve created manual sets, and we’ve created computed sets. Now we are going to extend the functionality of our sets once again by using two sets to create a combined set. This allows us to create additional analysis to compare, contrast or even combine the membership of different sets. By combining sets, we are creating a completely new third set.

Combining Sets

Before we can combine sets, we must first make sure that we are choosing sets that are based on the same dimension. For instance, if one set is based on the top 100 most profitable customers and a second set is based on all customers in California, we could create a combined set. We could not create a combined set if instead of most profitable customers, we considered most profitable products instead.

This is key: The sets to be combined must be based on the same dimension. It doesn’t matter if one set is computed and the other is manual or if one set is a Top 100 and the other is a set built by conditions, so long as they use the same dimension.

Once both sets are created, hold the CTRL button and select them both in the Sets section of the Data pane. Right-click and select Combine Sets.

Create Combined Set

This brings up the Combined Set dialogue box:

Combined Set dialogue box

First, we need to name our new combined set. I’ll name it “Most Profitable Customers in California.” Next, I need to decide how my two underlying sets are going to interact in my combined set. I get four options portrayed by four different Venn diagrams:

  • All Members: The combined set will include all members from each set. This is a union of both sets. In this example, all California customers as well as the top 100 most profitable customers.
  • Shared Members: The combined set will only include members that exist in both sets. This is an intersection of both sets. For example, only California customers that are also in the top 100 most profitable.
  • Except Shared: The final two options allow you to exclude shared members in either set, one for the set in the left-hand drop-down menu and the other option for the right-hand drop-down menu. This is the set difference of the selected set compared to the other. For example, I could have all California customers except those customers that fall in the top 100 most profitable. Alternatively, I could have my top 100 most profitable customers except any that are in California.

For my example, I’ll select Shared Members or members that exist in both sets:

Shared Members

Let’s use this newly created, combined set in my view. One set had the top 100 most profitable customers and the other set had 577 customers that ordered from California. Showing the members IN the intersection of the two sets gives the following result (83 customers):

Showing IN

We can now use this combined set just as we would any other set that we had created.

What’s Next?

In our next article, we’ll explore how we can use sets with calculated fields. If you have any comments or questions, please leave them in the space provided below. Until next time!

Want More Tableau Deep Dives

  1. Tableau Deep Dive: LOD – Introduction to Detail
  2. Tableau Deep Dive: LOD – The Include Calculation
  3. Tableau Deep Dive: LOD – The Exclude Calculation
  4. Tableau Deep Dive: LOD – The Fixed Calculation
  5. Tableau Deep Dive: LOD – LOD Calculations vs. Table Calculations
  6. Tableau Deep Dive: Parameters – Parameter Overview
  7. Tableau Deep Dive: Parameters – Parameter Properties
  8. Tableau Deep Dive: Parameters – Filtering – Top N
  9. Tableau Deep Dive: Parameters – Calculated Fields
  10. Tableau Deep Dive: Parameters – Filtering Across Data Sources
  11. Tableau Deep Dive: Parameters – Bins
  12. Tableau Deep Dive: Parameters – Reference Lines
  13. Tableau Deep Dive: Parameters – Table Calculations
  14. Tableau Deep Dive: Sets – Introduction to Sets
  15. Tableau Deep Dive: Sets – Constant Sets
  16. Tableau Deep Dive: Sets – Computed Sets
  17. Tableau Deep Dive: Sets – IN/OUT
  18. Tableau Deep Dive: Sets – Combined Sets
  19. Tableau Deep Dive: Sets – Calculated Fields
  20. Tableau Deep Dive: Sets – Hierarchies
  21. Tableau Deep Dive: Dates – Introduction to Dates
  22. Tableau Deep Dive: Dates – Preparing Dates
  23. Tableau Deep Dive: Dates – More Date Functions
  24. Tableau Deep Dive: Dates – Exact Dates
  25. Tableau Deep Dive: Dates – Custom Dates
  26. Tableau Deep Dive: Dates – Rolling Dates
  27. Tableau Deep Dive: Dates – Calendar Filters
  28. Tableau Deep Dive: Dates – Week-by-Week Comparison
  29. Tableau Deep Dive: Dashboard Design – Planning
  30. Tableau Deep Dive: Dashboard Design – Layout & Structure
  31. Tableau Deep Dive: Dashboard Design – Proof of Concept
  32. Tableau Deep Dive: Dashboard Design – Adding Interactivity
  33. Tableau Deep Dive: Dashboard Design – Visual Best Practices
  34. Tableau Deep Dive: Dashboard Design – Optimization & Governance
  35. Tableau Deep Dive: Dashboard Design – Publishing
  36. Tableau Deep Dive: Table Calculations – Custom Sorts, Part One
  37. Tableau Deep Dive: Table Calculations – Custom Sorts, Part Two
  38. Tableau Deep Dive: Table Calculations – Custom Sorts, Part Three

More About the Author

Robert Curtis

Analytics Consultant / ANZ Practice Lead
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