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Tableau 10.0 Best Practices by Jenny Zhang

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Dynamic set and filter

Dynamic set and filter means once the values in the data source change, the set or filter will automatically reflect the change of the values. It is a highly requested feature in Tableau, but it is not available yet. However, we can use some tricks to achieve this goal. In this example, I want to show the top 10 provinces by sales for certain regions. I will use the Superstore data set. The following steps need to be performed:

  1. Create a set for Province for Top 10 Provinces By Sales, as shown in the following figure:

    Dynamic set and filter

  2. Create calculated field to use as the header for Provinces. If the Province is in the top 10 set, show Province ...

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