Tableau Set Actions Refresher

by Sijia Wei

Basically, it is a bar chart that drills down when you click on it. We’ve used it a lot in our last client project, it worked quite well for everyone. Let’s go straight to the topic.

Put Category and Subcategory on rows,

Step1: Create a Set from Category

Step2: Create a calculated field for Category, another for Subcategory

Step3: Put the Category Calculation on rows after Category, untick ‘show header’ to hide the Category column; Replace Subcategory with the Subcategory Calculation.

Step4: Set Wooksheet Set Actions (Remove all values from the set when selected); You’ll need to repeat this step again as Dashboard Set Actions later if you are using it on a dashboard.


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