The direct interaction with a dashboard in Tableau is facilitated by Sets that can be of two types: fixed or dynamic. After the creation of a set, you can find it at the bottom of the Data pane in Sets action. If you want to create a custom date you can use in the Data Pane functions as datepart or datetrunc. Today we will show you how to create sets from these Custom Dates, a useful method that allows time comparison flexibility for different KPIs.
Let’s see which are the steps:
→In Tableau Desktop, connect to Global Superstore data provided by Tableau.
→Create a custom date named ‘Year’:
Right-click on Order Date field → Create → Custom Date → Detail: Years → Date Part
→Create a custom date named ‘Month’:
Right-click on Order Date field → Create → Custom Date → Detail: Months → Date Part
→Create a set named ‘Year Selection 1’:
Right-click on Year field → Create → Set → Choose a value
→Create a set named ‘Year Selection 2’:
Right-click on Year field → Create → Set → Choose a value
→Create a set named ‘Month Selection 1’:
Right-click on Month field → Create → Set → Choose a value
→Create a set named ‘Month Selection 2’:
Right-click on Month field → Create → Set → Choose a value
→Create a calculated field named ‘Filter Selection 1’:
Year Selection 1 AND Month Selection 1
→Create a calculated field named ‘Filter Selection 2’:
Year Selection 2 AND Month Selection 2
→Create a calculated field named ‘Sales Selection 1’:
SUM (IF Filter Selection 1 THEN [Sales] END)
→Create a calculated field named ‘Sales Selection 2’:
SUM (IF Filter Selection 2 THEN [Sales] END)
→Create a calculated field named ‘% Change’:
(Sales Selection 1 – Sales Selection 2)/ Sales Selection 2
→Add Sub-Category field on rows and Measure Names field on the filter (choose Sales Selection 1, 2 and % Change fields) and columns
→Add Measure Values field on Marks
→Format as a percentage from view: Right-click on % Change field → Format → Numbers → Pane → Percentage
→Display sets: Right-click on previously-created sets → Show set
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