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- Right click the field in the Data pane that you want to turn into a set, then select 'Create' and choose 'Set'.
- The Create Set dialog box will appear. Choose the fields you want to set, then click 'OK'.
- The Set field will now appear in the Data pane.
- Drag the set field to the Rows or Columns shelf, and your chart will display the set.
How to Create a Set in Tableau
Try this interactive demo to learn how to create a set in Tableau.
📌 Why this matters
Creating sets transforms your data from a static collection into dynamic, actionable segments that respond to your analytical needs. You can isolate top performers, compare specific product lines, or highlight regional outliers while keeping the full dataset intact. Sets automatically update when underlying data changes, meaning your "top 10 customers" analysis stays current without manual intervention. This becomes powerful when building dashboards where stakeholders need to toggle between viewing all data versus focusing on predefined groups that matter most to business decisions.
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