By: Rosario Gauna @rosariogaunag
The version of Tableau 2018.3 brought a new functionality: Set Actions.
It was an incredibly exciting experience to begin using them and knowing their functionality.
Many times, when I study a material that contains many new ideas for me, I try to organize them and summarize them in a presentation format, since I feel that it forces me to investigate and deepen more on the subject.
As I want to share my summary, the format of this blog will be a little different, since I will use the presentation material that I prepared to understand the basic operation of the Set Actions.
The new functionality of the Set Actions works on Sets, so what we will do first is remember:
What are Sets?
How are Sets used?
Sets can be used in multiple ways in Tableau, let’s see some examples:
Now, let’s move on to the main interest of this blog:
What does the new functionality of Set Actions offer us?
What are Set Actions?
With the Set Actions, for the first time, the user is allowed to modify the original definition of a Set, by interacting directly with the Viz.
This new functionality offers us a new and powerful way to improve the user experience by allowing greater flexibility and control for the end user.
How is that? With the Set Action the user can control with their interaction with the “marks” which members are IN or OUT in the Set.
Now we will review very quickly:
What are the general steps to use Set Actions?
Now, let’s review an example of a Set and how it is modified when activated and / or deactivated with a Set Actions:
It can be seen that when configuring a Set Actions, it also specifies what happens when it’s finished, that is, when the user’s selection is cleared with the values associated with the Set.
The Set Actions came to change the rules of the game in the development of dashboards. They offer us multiple possibilities for its use, in this blog, let’s review just some examples among the multiple possibilities for its use.
1) Proportional Brushing with Set Actions.
In this example, Set Actions are used to allow the user to select one or more Segment marks within the Sales by Segment chart and based on their selection. The second chart corresponding to Sales by Categories will be updated to show in blue, the part of the bar corresponding to the value of the sales of the segments selected by the user and in gray, the part of the bar with the value of the sales of the segments that were not selected by the user.
In this example, in the definition of the Set Actions, it’s indicated that when the action is finished “Add all values to Set” will be added, in such a way, that the bars of the second chart corresponding to the Sales by Category will be shown in blue , since all the elements will be IN of Segment Set.
2) Dynamic Reference Line and Coloring with Set Actions.
In this example, the user is allowed to select a date and based on the date selected by the user, the chart will update:
1) The reference line, with the sales value of the date selected by the user, and
2) The colors of the Sales line according to the value of the variation of the sales of each day with respect to the value of the sales of the date selected by the user.
In this example, in the definition of the Set Actions, it’s indicated that when the action is finished, “Keep Set Values” must be maintained, that is, the last value selected by the user is maintained.
3) Asymmetric Drill Down with Set Actions
In this example, three levels of Drill Down are handled: 1) Category, 2) Sub-Category, and 3) Product Name.
The Set Actions will help us to update the chart according to the selection of the user to show the next level of Drill Down for those “marks” that were selected.
Therefore, depending on the selection of the user, the update of the chart can show “marks” of one level, of two levels or even of the three levels of Drill Down simultaneously. It’s for this reason that this type of Drill Down is given the name as “Asymmetric Drill Down”, since in the same chart, “marks” of different level of aggregation are shown.
In this example, in the definition of the Set Actions, you are told that when you finish the action you must “Remove all values from Set”, that is, it will be empty.
4) Drill Down with Exclusion Using Set Actions.
In this last exercise, three levels of detail are handled: 1) Per year, 2) Per month, and 3) Per day.
It’s a variation of the previous exercise, where the use of a filter is included to show only the marks of the next level of detail that correspond to the user’s previous selection.
This means that, when the user selects one or more “marks” of years, the chart will be updated to show the information at the month level for the year or selected years.
And when, the user selects one or more “marks” of months, the chart will be updated to show the information at the day level for the selected month or months.
The Set Actions, like the Level Of Detail (LOD) Expressions, were placed within my favorite features of Tableau because of its great power and versatility.
I say goodbye with the hope that this quick review of the Set and Set Actions has been useful for you.
If you have any questions about the blog, do not hesitate to contact me on twitter (@rosariogaunag).