Sets for dynamic grouping in Tableau - Cell-by-Cell Formula Trace

Sample Data

Sample sales data for products with their sales amounts.

Cell	Value
A1	Product
A2	Chair
A3	Table
A4	Lamp
A5	Desk
B1	Sales
B2	150
B3	300
B4	100
B5	250

Formula Trace

IF [Product] IN [Top Sellers Set] THEN 'Top Seller' ELSE 'Other' END

Step 1: [Top Sellers Set] = {"Chair", "Table", "Desk"}

Step 2: Check if [Product] = 'Chair' is in [Top Sellers Set]

Step 3: IF True THEN 'Top Seller' ELSE 'Other'

Step 4: Check if [Product] = 'Lamp' is in [Top Sellers Set]

Step 5: IF False THEN 'Top Seller' ELSE 'Other'

Cell Reference Map

    A        B
1 Product   Sales
2 Chair     150  <-- Check if in Set
3 Table     300  <-- Check if in Set
4 Lamp      100  <-- Check if in Set
5 Desk      250  <-- Check if in Set

Set: {"Chair", "Table", "Desk"}

The formula checks each product in column A against the Top Sellers Set.

Result

    A        B       C
1 Product   Sales   Group
2 Chair     150     Top Seller
3 Table     300     Top Seller
4 Lamp      100     Other
5 Desk      250     Top Seller

Products in the set are labeled 'Top Seller', others are labeled 'Other'.

Sheet Trace Quiz - 3 Questions

Which products are included in the Top Sellers Set?

A Chair, Lamp

B Lamp, Desk

C Chair, Table, Desk

D Table, Lamp

Key Result

Use IF with IN operator to check membership in a Set for dynamic grouping.