Tableau 2020.2: How to add and remove sets using a menu option

0:00One of the new features in 2020.2 is the

0:03ability to add and remove items from a set

0:06using a menu option in the tool tip.

0:09This is an addition and almost an

0:11enhancement to the existing capability. It

0:14's giving you more ways of working with

0:15values.

0:16You'll see here that when I select a

0:17particular item here, it changes the

0:19context of the visualization and it does a

0:22comparison against my selection.

0:24So in this case it's E17 and you can see

0:26here that the average price in this region

0:29is 458.838 and you can see that here in the

0:32tool tip.

0:33And obviously you can see here that my set

0:34control is updating to reflect that. If I

0:37select multiple regions, then you'll see

0:38here that multiple regions are selected in

0:41my set control.

0:42But one of the cool new features in 2020.2

0:45is to actually add items to a set just by

0:48using a menu option.

0:50So let's go ahead and let's show you how to

0:52do that. I need to go to the dashboard

0:53options at the top, then go down to actions

0:57.

0:57And I actually want to add an action in

0:59this case. So I'm going to get to the

1:02change set values option here.

1:05I'm going to select that and then I'm just

1:07going to say add set value. It's going to

1:11work as a menu selection.

1:13And I want to use these two new options

1:15here, add values to set, remove values from

1:17set, and I just need to select the add

1:19values because that's what this one is

1:21doing.

1:22And I need to make sure I check the data

1:23source I'm using and the right set. So

1:26those two are correct. Now I can click OK.

1:29And then I can just basically go ahead and

1:30do the same thing. I'll do this a little

1:32bit quicker now because I've shown you how

1:34to do it.

1:35So remove values from set. This needs to be

1:38a menu option again, and it needs to apply

1:41to the out code set.

1:43I'll leave these options as they are. Click

1:46OK. And now we have those two options.

1:49Now, the last thing to bear in mind is that

1:51if they don't show for you at the bottom

1:53here like mine have, you need to go and

1:56enable one particular setting.

1:58And you do that by going to the tooltip

1:59option inside of the sheet and making sure

2:02that you have on hover available.

2:04These menu options don't appear if you have

2:06responsive enabled. They only appear when

2:09you have on hover enabled.

2:11So set this on hover. You do that in the

2:13tooltips option here. And then when you go

2:15back to the dashboard and you hover over

2:17these, you'll get these add set value and

2:19remove values from set.

2:21So I'm going to have a go at them now. I'm

2:23going to click this for this one, and you

2:24'll see that it adds that value to the set

2:26and the whole chart changes.

2:27And that's been done from the tooltip. And

2:29I'm going to go ahead and remove this value

2:32from the set having done so. So we should

2:34see a gray page because there is nothing to

2:35compare from.

2:36So if I do that, you'll see there's no

2:37comparison being done. And actually, you

2:39can see our out code set here sort of

2:41updating as well to reflect that.

2:43If I was to then add set the value back in,

2:45you'll see this changes to SE 16.

2:49So that's pretty much the feature in a

2:50nutshell. You can do lots of exciting

2:52things with this. Check out my video on the

2:542020.2 update on set actions and set

2:56controls to get more context on this and a

2:59really long explain on how to build this

3:01exact chart.

3:02Otherwise, if you like this video, drop a

3:03comment in the links below. And if not, let

3:05me know what I can improve on. I'll catch

3:08you in the next video.