Tableau Cookbook – Recipes for Data Visualization

Using sets in calculations

In the previous chapter, we learnt what Sets are and how to create and use them. We saw an example of Top 5 customers by Sales. When we use this set, we can either use it as IN/OUT, which is a Boolean output, and which when used in our view, will give us two In and Out headers, or we can use it as Show Members in Set, which will only give us the names of our top five customers and filter the rest of the customers.

Now, what if we don't want to filter any customer, but instead group the customers who don't belong in the top five set (that is, the Out customers) under one header called Others? So, what we essentially want to show is the names of the top five customers by sales, that is, all the In customers and the rest ...