Creating and using sets

The filters that we created in the previous recipe were created on the fly and are not available for later use, meaning each time we want to use the 12 product Sub-Categories that were shown as an output in the previous recipe, we will have to recreate the filters all over again. This becomes cumbersome and it would be great if we could save the output of the filtering conditions and simply drag the new field whenever we need to analyze it rather than repeating all the steps that we followed in the previous recipe. Luckily, we have Sets in Tableau to do this for us.

I like to call Sets as Pre-computed filters which can be used for the creating a sub-set of the data and/or saving the filters for later use.

Getting ready

To create Sets, we will continue working in the same workbook and use the Orders data from the Sample - Superstore.xlsx dataset for the following recipe.

How to do it…

1. Let us create a new sheet and rename it to Sets.

2. We will then on the dropdown or right...