Now let’s add our set to the Color button to break down each cell into members IN the set and those that are OUT of the set as a percentage of Sales for each market by year:Įureka! Now we can see how much our top profit products contribute to the total sales for each region over time.
I want to make sure that my scope is Cell: First, I need to add a Quick Table Calculation > Percent of Total. I want to show the breakdown by each region for each year of the percent of total of sales, comparing the top 100 most profitable products against the rest of the product list. We’ll build the following view with sum of Sales by discrete years for Order Date and Market, like so: Again, notice the set is added automatically to the Filter card. It filters the OUT membership and then colors the IN membership uniquely. Let’s toggle the IN/OUT option on the set, which is on the Color button: Here’s a sample scatterplot with the set showing both IN/OUT:īlue marks are the IN membership and grey marks are the OUT membership. Let’s look how toggling the IN/OUT and IN-only options on the set will appear on a scatter plot. This makes sense as we are filtering the OUT membership from our view: Tableau will automatically add the set to the Filter card and select the IN option. This option excludes the OUT membership and instead shows each member of the IN set. I can turn off the IN/OUT setting to display the most profitable products in my set by right-clicking on the set capsule and selecting Show Members in Set: It makes sense that our most profitable products are also driving a lot of sales: That gives us the following view which really illustrates the differences between the members of the set. In addition, we’ll drag another instance of our set onto Color and change Sales’ aggregation from sum to average. Let’s change them by right-clicking on the set on the rows shelf and selecting Edit Aliases: We can edit the aliases of my set, IN and OUT, to make them more relevant to our view. the top 100 most profitable products) and the OUT is everything that does not qualify for my set. The IN is everything that is inside of my set (i.e. It is now showing IN/OUT in the set capsule. Notice how my new set is treated on the Rows shelf. Here’s what it looks like when I drag that set onto Rows and Sales to Columns: Remember, I’ll use the Top tab in my Create Set window (see part three). I’ve created a computed set for the Top 100 Most Profitable Products using the Sample – Superstore data source that comes ready to use with Tableau Desktop. What happens if we drag our set directly onto our Rows or Columns? What else is possible by using our set on the Marks card? That’s filtering our view (as well as limiting the membership available in our filter control as we did in part two). In all of our previous examples of this Deep Dive, we’ve been adding our new sets to the Filters card. Tableau Deep Dives are a loose collection of mini-series designed to give you an in-depth look into various features of Tableau Software.
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