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Tableau | Data visualisation

Tableau 2020.2: Set controls for set actions.

Tableau 2020.2 lets you drive set actions with a filter-like control, perfect for when interacting with the chart is cumbersome.

Tim Ngwena •6 May 2020 •1 min read •3 min watch •3.5K

Part ofWhat's new in Tableau 2020.2

Set controls in Tableau 2020.2 let users select set members through a filter-style control rather than clicking items directly on a chart
To enable a set control, add the set to the filters pane and choose to show in/out of set before calling it on the dashboard
Set controls and set actions stay in sync: selecting via the control updates the visualisation, and clicking the chart updates the control
Filter-like controls give precise interaction and are particularly useful on mobile devices where chart interaction is cumbersome

0:00Hey, it's Tim here. And in this video, this

0:01is actually a shortened version of a much

0:03longer video I've done explaining how to

0:05build and work with set actions and set

0:08controls.

0:09In this video, I've jumped right to the

0:11very end of the content. So I've basically

0:13already built out this map which shows the

0:16difference in prices and averages across

0:18London.

0:19Now, it's already using a capability called

0:21set actions. If you're familiar with set

0:23actions, you already know how this works.

0:25If I make a selection, it changes the

0:27context of my visualization and the price

0:29differential is now being compared against

0:32this one, E17.

0:34And if I hover around, you can actually see

0:36the tooltip updates to show you the

0:37differences in the different prices.

0:40In 2020.2, what Tableau have done is have

0:43actually created a filter control that

0:45allows you to select these rather than

0:47having to select an item on the chart.

0:49So you get like a filter with the same

0:51options as a filter that you can use to

0:53select these items.

0:55So let's look and see how to do that. First

0:57thing we need to do is actually add the out

0:59code set to the filters pane.

1:01And by doing that, we're then able to call

1:03it in the dashboard.

1:05So I'm just going to click on this drop

1:06down here and I'm going to make sure it

1:08shows the in and out of set.

1:10And I'm just going to use the all function

1:12here because I'm not too worried about sort

1:14of the selection at the moment.

1:16Then if I go back to my dashboard and then

1:19bring this drop down, you'll see we have

1:22this new option here for sets.

1:24And in there you'll see in out of out code

1:26set. And basically, if you select that, you

1:29get this set control.

1:31And now watch what happens when I click and

1:33use a set action. It both changes the

1:36visualization, but it also automatically

1:38updates this filter.

1:40And so that obviously means that I can use

1:42this filter to change my selections. You

1:44can see here if I select the 16, 15, 14, 13

1:48, the chart is changing to sort of adapt to

1:51my selection.

1:52And the beauty of this is that I can use

1:54filter like controls in order to do this.

1:57I don't have to worry too much about you

1:59interacting with the chart.

2:01So where interaction is slightly cumbersome

2:03, you can actually give users really precise

2:06controls they're used to and more

2:07specifically on mobile devices.

2:10This is a great way of making that

2:11interface much, much easier to use because

2:14the filter controls are optimized for

2:17mobile devices.

2:18OK, that's the feature in a nutshell. This

2:20is a much, much, much shorter video on this

2:23topic.

2:24I've done a full breakdown of how to build

2:26this chart, how to use set and how to use

2:28the set control.

2:29It's about a 25 minute video. I really

2:31apologize. It's that long.

2:33And so go check that out if you really want

2:35to get down with the nitty gritty of how

2:37this works.

2:38Otherwise, if you like this video, hit the

2:39like button, hit subscribe, or I'll catch

2:41you in the next video.

2:43Thank you.

You can now add filter like controls for sets in your dashboard giving you yet more ways to add interactivity to your dashboards. Be sure to check out out my professional home, @The Information Labfor more great Tableau, Alteryx and AWS content. Visit my blog https://tableautim.com Say hi on twitter: https://twitter.com/tableautimFiles used in my videos for 2020.2 videos: https://j.mp/2YvaEot ----Join my Discord Server. https://discord.gg/shBuxXr it’s a little sparse at the moment but hang in there.