{"id":154,"date":"2024-10-02T02:59:11","date_gmt":"2024-10-02T02:59:11","guid":{"rendered":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/chapter\/chapter-4-groups-sets-and-combined-sets\/"},"modified":"2024-10-10T03:01:44","modified_gmt":"2024-10-10T03:01:44","slug":"chapter-4-groups-sets-and-combined-sets","status":"publish","type":"chapter","link":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/chapter\/chapter-4-groups-sets-and-combined-sets\/","title":{"raw":"GROUPS, SETS, AND COMBINED SETS","rendered":"GROUPS, SETS, AND COMBINED SETS"},"content":{"raw":"
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\"image\"<\/p>\r\n\r\n<\/div>\r\n<\/div><\/td>\r\n

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By the end of this chapter, readers will be able to:<\/p>\r\n\r\n

    \r\n \t
  • Group dimension members<\/li>\r\n \t
  • Create data sets<\/li>\r\n \t
  • Create combined data sets<\/li>\r\n<\/ul>\r\n<\/div><\/td>\r\n<\/tr>\r\n
<\/td>\r\n<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

<\/a>Group<\/strong>ing<\/strong> D<\/strong>imension <\/strong>M<\/strong>embers<\/strong><\/h2>\r\n

The group feature in Tableau can be used to merge related dimension members in a visualization. For instance, assume that we want VIZ<\/strong> 10<\/strong> to show the combined number of orders for dining room furniture, which includes chairs and tables. As such, firstly, click the Sub-Category<\/strong> field in the Data <\/strong>P<\/strong>ane<\/strong>, then choose Create<\/strong>, followed by Group<\/strong> (Note: Clear the sorting in VIZ 10<\/strong> before proceeding with this step).<\/p>\r\n\"\"\r\n

In the Group<\/strong> setting, choose both the Chairs<\/strong> and Tables<\/strong> using the Ctrl<\/strong> button, and click OK<\/strong>.<\/p>\r\n\"\"\r\n

Rename the group to Dining Room <\/strong>Furniture<\/strong> and click OK<\/strong>.<\/p>\r\n\"\"\r\n

The group field for Sub-Category<\/strong> items is typically created in the Data Pane<\/strong>, identified by the accompanying paperclip icon.<\/p>\r\n

\"image\"<\/p>\r\n

Drag the Sub-Category<\/strong> field from the Data Pane<\/strong> and replace it with the Sub-Category (group)<\/strong> to depict the combined total number of orders for both Chairs and Tables in VIZ 10<\/strong>.<\/p>\r\n

\"image\"<\/p>\r\n

Users may utilize the Edit Group<\/strong> function by clicking the field in the Data Pan<\/strong>e<\/strong> if they wish to form more groups within a dimension field.<\/p>\r\n\"\"\r\n\r\n[h5p id=\"15\"]\r\n

<\/a>Set<\/strong>s<\/strong> in Tableau<\/strong><\/h2>\r\n

Set offers a more dynamic way for the users to group the dimension members. It helps users to identify and group dimension members that meet a specific condition. In Tableau, dimension members that meet the condition as grouped as IN<\/strong> items. Otherwise, they are considered OUT<\/strong> items. The IN<\/strong> items can be coloured differently to grab the audience's attention during the data presentation.<\/p>\r\n\r\n

<\/a>Exercise<\/strong> 16<\/strong><\/h3>\r\n

Create a visualization to show total sales per state. Name the visualization VIZ 11<\/strong>. Using a set, identify the states with total sales above $100,000. Colour the states meeting this condition differently.<\/p>\r\n

Solution<\/strong> \u2013 Exercise 16<\/strong><\/p>\r\n

<\/a>Step 1: Drop the S<\/strong>tate<\/strong> field to the C<\/strong>olumn<\/strong>s<\/strong> shelf and the S<\/strong>ales<\/strong> field to the Row<\/strong>s<\/strong> shelf to create VIZ 11<\/strong>.<\/p>\r\n

\"image\"<\/p>\r\n

Step 2: To create the set field, click State<\/strong> in the Data Pane<\/strong> and choose Create<\/strong>, followed by Set<\/strong>.<\/p>\r\n\"\"\r\n

Step 3: Name the set State (<\/strong>Sales above<\/strong> $100,000)<\/strong>, <\/strong>reflecting its characteristics.<\/p>\r\n

\"image\"<\/p>\r\n

Switch to the Condition<\/strong> tab. Set the prefixed condition, i.e., Sum of Sales <\/strong>><\/strong> $100,000<\/strong>, in the By <\/strong>F<\/strong>ield<\/strong> section.<\/p>\r\n

\"image\"<\/p>\r\n

The newly created set field, i.e., State (<\/strong>Sales <\/strong>above $100,000)<\/strong>, will be available at the Data Pane<\/strong> once the OK button is clicked. In Tableau, the set field is usually denoted by a Venn diagram icon.<\/p>\r\n

\"image\"<\/p>\r\n

Drag and drop the set field in the Colour<\/strong> Card<\/strong>. We can now notice that all the states with total sales above $100,000 are coloured oddly. In this case, they are coloured in blue. The visual below shows that there are five states which satisfy the condition of the set field, which are California, New York, Pennsylvania, Texas, and Washington.<\/p>\r\n

\"image\"<\/p>\r\n[h5p id=\"13\"]\r\n

<\/a>Combined <\/strong>S<\/strong>ets<\/strong><\/h2>\r\n

In Tableau, a combined set is a set that is created to merge two or more individual sets using set operations such as union, intersection, or difference. Combined sets are particularly useful when users want to analyze data based on multiple conditions simultaneously.<\/p>\r\n\r\n

<\/a>Exercise<\/strong> 17<\/strong><\/h3>\r\n

Create a visualization to show total Sales<\/strong> and Profit<\/strong> per State<\/strong>. Name the visualization VIZ 1<\/strong>2<\/strong>. Using set<\/strong> and combined set<\/strong>, identify the states with total sales and total profit above $100,000 and $0, respectively. Colour the states meeting this condition differently.<\/p>\r\n

Solution<\/strong> \u2013 Exercise 17<\/strong><\/p>\r\n

Step 1: Drop the State<\/strong> field to the C<\/strong>olumn<\/strong>s<\/strong> shelf. Also, drop both the Sales<\/strong> and the Profit<\/strong> fields to the Rows<\/strong> shelf to create VIZ 1<\/strong>2<\/strong>.<\/p>\r\n

\"image\"<\/p>\r\n

Step 2: Using similar steps, create another set field to group the profitable states, i.e., states with at least $0. Name the set State (<\/strong>P<\/strong>rofit above <\/strong>$<\/strong>0)<\/strong>.<\/strong><\/p>\r\n

\"image\"<\/p>\r\n

Step 3: Click the State (<\/strong>P<\/strong>rofit above $0) <\/strong>set in the Data Pane<\/strong> and choose Create<\/strong> Combined Set<\/strong>.<\/p>\r\n

\"image\"<\/p>\r\n

Step 4: Rename the combined set to State (<\/strong>Profit above $0 <\/strong>& <\/strong>sales above <\/strong>$100000)<\/strong>. Choose the State (Sales <\/strong>above<\/strong> $100,000)<\/strong> set to combine with. Pick Shared <\/strong>M<\/strong>embers in <\/strong>B<\/strong>oth <\/strong>S<\/strong>ets<\/strong> to group states that meet both criteria.<\/p>\r\n

\"image\"<\/p>\r\n

Step 5: Drag the combined set from the Data Pane<\/strong> and drop it onto the Colour<\/strong> C<\/strong>ard<\/strong>. We can observe that states with total profits and total sales of at least $0 and $100,000, respectively, are highlighted in a distinctive colour, such as blue in this instance. The results detect three states meet both conditions: California, New York, and Washington.<\/p>\r\n

\"image\"<\/p>\r\n[h5p id=\"14\"]\r\n

<\/p>\r\n\r\n<\/div>","rendered":"

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\"image\"<\/p>\n<\/div>\n<\/div>\n<\/td>\n

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By the end of this chapter, readers will be able to:<\/p>\n

    \n
  • Group dimension members<\/li>\n
  • Create data sets<\/li>\n
  • Create combined data sets<\/li>\n<\/ul>\n<\/div>\n<\/td>\n<\/tr>\n
<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/a>Group<\/strong>ing<\/strong> D<\/strong>imension <\/strong>M<\/strong>embers<\/strong><\/h2>\n

The group feature in Tableau can be used to merge related dimension members in a visualization. For instance, assume that we want VIZ<\/strong> 10<\/strong> to show the combined number of orders for dining room furniture, which includes chairs and tables. As such, firstly, click the Sub-Category<\/strong> field in the Data <\/strong>P<\/strong>ane<\/strong>, then choose Create<\/strong>, followed by Group<\/strong> (Note: Clear the sorting in VIZ 10<\/strong> before proceeding with this step).<\/p>\n

\"\"<\/p>\n

In the Group<\/strong> setting, choose both the Chairs<\/strong> and Tables<\/strong> using the Ctrl<\/strong> button, and click OK<\/strong>.<\/p>\n

\"\"<\/p>\n

Rename the group to Dining Room <\/strong>Furniture<\/strong> and click OK<\/strong>.<\/p>\n

\"\"<\/p>\n

The group field for Sub-Category<\/strong> items is typically created in the Data Pane<\/strong>, identified by the accompanying paperclip icon.<\/p>\n

\"image\"<\/p>\n

Drag the Sub-Category<\/strong> field from the Data Pane<\/strong> and replace it with the Sub-Category (group)<\/strong> to depict the combined total number of orders for both Chairs and Tables in VIZ 10<\/strong>.<\/p>\n

\"image\"<\/p>\n

Users may utilize the Edit Group<\/strong> function by clicking the field in the Data Pan<\/strong>e<\/strong> if they wish to form more groups within a dimension field.<\/p>\n

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