Sets for dynamic grouping in Tableau - Dashboard Guide

Dashboard Mode - Sets for dynamic grouping

Business Question

Which customers belong to the top 3 sales groups dynamically, and how do their sales compare to others?

Sample Data

Customer	Region	Sales
Alpha Co	East	5000
Beta LLC	West	3000
Gamma Inc	East	7000
Delta Ltd	South	2000
Epsilon	West	6000
Zeta Corp	South	1000
Eta Enterprises	East	4000

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 28000
• Set: Top 3 Customers by Sales
  Definition: Dynamic set selecting customers with the highest sales values, top 3.
  Example: {Gamma Inc, Epsilon, Alpha Co}
• Bar Chart: Sales by Customer Group
  Groups: In Top 3 Set vs Others
  Measure: SUM([Sales])
  Values:
  - In Top 3: 18000 (7000 + 6000 + 5000)
  - Others: 10000 (3000 + 2000 + 1000 + 4000)
• Table: Customer Sales with Set Membership
  Columns: Customer, Region, Sales, In Top 3 (Yes/No)
  Example rows:
  Gamma Inc, East, 7000, Yes
  Beta LLC, West, 3000, No

Dashboard Layout

+----------------------+---------------------+
|      Total Sales      |  Sales by Customer  |
|       (KPI Card)      |      Group (Bar)    |
+----------------------+---------------------+
|       Customer Sales Table (with Set Membership)       |
+--------------------------------------------------------+

Interactivity

The Top 3 Customers Set updates dynamically as sales data changes. The bar chart and table reflect this set membership automatically. Selecting a customer in the table highlights their group in the bar chart. Filters by Region update all components to show only customers in the selected region.

Self Check

If you add a filter for Region = East, which customers remain in the Top 3 Set and which dashboard components update?

Answer: Remaining customers: Gamma Inc (7000), Alpha Co (5000), Eta Enterprises (4000). The Top 3 Set now includes these three. The KPI card, bar chart, and table update to show only East region data and the new Top 3 grouping.

Key Result

Dashboard shows dynamic grouping of top 3 customers by sales using sets, comparing their sales to others with interactive filtering by region.