From the course: Tableau Essential Training

Create summaries using sets - Tableau Tutorial

From the course: Tableau Essential Training

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Create summaries using sets

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- [Instructor] After you define a set which is a collection of values taken from a dimension in your visualization, you can summarize your data based on that set. In this movie, I will show you how to add subtotals to a vis to take advantage of the sets that you have defined. My sample file is 0706 Set Summaries, and you can find it in the Chapter 7 folder of the Exercise Files collection. In this workbook, I have the number of orders for properties in each of the states where I have at least one hotel. So you can see Arizona, California, Colorado, and so on. I have also defined two sets, and they are over here in the sidebar. Those are Midwest States, and West Coast States. And you can tell that they are a set because there is an icon to the left of the field name, the field pill, and those look like interlocking rings or a Venn diagram. I can add Midwest States and West Coast States to the visualization to summarize that data. So I'll move Midwest States to the left of Property State on the Rows shelf. So there I have every state that is either in or out of the Midwest set. And then I can do the same thing with the West Coast States. So drag West Coast States between the two existing pills on the row shelf and there I have in or out of the West Coast States. So I have in for Midwest, in for West Coast, and there's no overlap because of the way I created the sets. And then I have all of the other states down here. To find the subtotal of the number of orders for each of my sets, and again, that's Midwest, West Coast, and other. I can go to the Analysis menu, I'll click there, point to Totals, and then click Add All Subtotals. So here I have the total for the Midwest States, and then I have the total for the West Coast States. And if I scroll down, I have both the total for all the other states that are not in an additional set, and of course the total. So if you want to summarize your data based on your sets, you can create the visualization as I showed it here, and add subtotals to find out exactly how many orders you have placed within each of these groupings.

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