Tableau · Quick Reference

Lesson 8 — Groups, Sets & Hierarchies Cheat Sheet

Tableau

In one line: A Group in Tableau is a way to combine multiple dimension members into a higher-level category. Think of it as creating a custom segment that doesn't exist in your original data...

Key Ideas

1Groups — Bundling Members into Custom Categories. A Group in Tableau is a way to combine multiple dimension members into a higher-level category. Think of it as creating a custom segment that doesn't exist in your ori...

2Sets — Dynamic In/Out Segmentation. A Set is a custom binary field that categorizes dimension members as either In (meets the condition) or Out (does not). Sets are more powerful than Groups because they...

3Set Actions — User-Driven Dynamic Filtering. Set Actions are the feature that turns sets from a static analysis tool into an interactive dashboard powerhouse. A Set Action lets users click, hover over, or select ...

4Custom Hierarchies — Drill-Down Navigation. A Hierarchy in Tableau is an ordered group of related dimensions where you can drill down (expand to more detail) or drill up (collapse to summary). Tableau automatica...

5Project: Regional Sales Explorer. Let's combine everything — groups, sets, set actions, and hierarchies — into a single interactive Regional Sales Explorer dashboard using the Sample - Superstore dataset.