When should we use Tableau sets and when should we use groups?

Group: Simplifies large numbers of dimension members by combining them into higher-level categories. Set: A subset of your data that meets certain conditions based on existing dimensions.

What are groups in Tableau used for?

Groups are an important part of everyday Tableau use. They let you put together data in a way that makes sense for your particular analysis needs. Groups are an excellent way to put data together in a format that may not exist currently in your source data.

What is the difference between set and group?

A set is a collection of items called elements. You can have sets of any type of item (like cars, action figures or numbers). A group is a set combined with an operation that follows four specific algebraic rules.

Why do we use sets in Tableau?

Tableau Sets are custom fields used to hold the subset of data based on a given condition. In real-time, you can create a set by selecting members from the list or a visualisation. You can also do the same by writing custom Conditions or Selecting Top/Bottom few records in a Measure.

Can we use sets and groups in calculated fields in Tableau?

Option 2. ​Create a set from the group, and then use the set in the calculated field. In the Data pane, right-click the group, and then select Create Set.

Can sets perform multiple grouping in Tableau?

Grouping in Tableau is grouping multiple members in a SINGLE dimension into a higher category and creating a set is grouping members from MULTI dimensions and/or condition into a dynamic or constant group. So sets are just a more complex and dynamic grouping.

How do you use groups in Tableau?

Create a group from a field in the Data pane In the Data pane, right-click a field and select Create > Group. In the Create Group dialog box, select several members that you want to group, and then click Group.

Are sets dynamic in Tableau?

There are two types of sets: dynamic sets and fixed sets. The members of a dynamic set change when the underlying data changes. Dynamic sets can only be based on a single dimension. In the Data pane, right-click a dimension and select Create > Set.

Can we use group and sets in calculated field in Tableau?

It is possible to use Group Keyword in the calculation field.

What is a set of group?

A group set is a set whose elements are acted on by a group.

Can sets be created in Tableau using measures?

You cannot create a set from measures, as far as I know, but you can use a parameter to do this.