Data Grouping
This section will take you through the methodologies to group data on Tableau Desktop, including creating sets, groups, hierarchies, and bins.
Sets
Tableau’s sets are Boolean fields that effectively group values based on the membership of the set. Values that meet the conditions for membership of a set are considered to be In, whereas those that do not are considered Out. This allows the set to be used in the same way as a true
/false
Boolean field within Tableau. Sets are symbolized in Tableau via Venn diagram icons. Sets can only be created on dimensions.
The simplest type of set is one that has the membership defined via the inclusion or exclusion of values in a field. A set can be created by right-clicking a field, selecting Create, and then Set. The Set Creation User interface will then open, and values can be selected from the list shown. These values will, by default, be considered members of the set. The Exclude checkbox can be selected to reverse...