About Sets

The three main uses of a set are:

Tableau displays sets in the Sets area of the Data window and labels them with the icon.

You can work with a set just as you would with any other dimension. For example, after placing a set on a shelf, you can filter the members, sort the members, and so on.

Additionally, sets are always treated as a filter. Therefore, when you place a set on a shelf, it is automatically placed on the Filters shelf as well.

Note that if you use a filter and a set that are based on the same dimension, the result is the intersection of the filter and the set or its descendants. For example, the following view filters the Store hierarchy to include only the states and the cities shown below.

If you create a set that includes only California, and then place the set on the Filters shelf, the resulting view will contain only the cities in California. That is, the view results from the intersection of the set and the Store filter.

Named Sets in Microsoft Analysis Services

Named sets from your Microsoft Analysis Services Server appear in Tableau in the form of Sets in the Data window. You can interact with these named sets in the same fashion you can interact with any custom sets in Tableau.