How to Use Sets for Data Analysis

What are Sets?

Sets divide data into two parts:

• IN the set
• OUT of the set

Example: "Top 10 Customers" set

• IN: Top 10 customers
• OUT: All other customers

Sets vs Groups

Creating Sets

Method 1: From Visualization

1. Select marks on chart
2. Right-click
3. Select "Create Set"
4. Name it and click OK

Method 2: From Data Pane

1. Right-click a dimension
2. Select "Create" → "Set"
3. Choose type (Manual, Condition, Top)
4. Click OK

Types of Sets

1. Manual Set

You choose specific values:

• Select "New York", "Los Angeles", "Chicago"
• These are IN the set

2. Condition Set

Based on a rule:

• Customers where Sales > $10,000
• Products where Profit > 0

3. Top N Set

Based on ranking:

• Top 10 Products by Sales
• Bottom 5 Customers by Orders

Using Sets

In Filter

1. Drag set to Filters
2. Choose "In" or "Out"

In Color

1. Drag set to Color
2. IN = One color, OUT = Another

In Calculations

IF [My Set] THEN "VIP" ELSE "Regular" END

Example: Top 10 Products

1. Right-click Product Name
2. Create → Set
3. Select "Top" tab
4. Set: Top 10 by Sales
5. Click OK

Now use this set to highlight top performers!

Combined Sets

Combine two sets:

1. Select two sets (Ctrl+Click)
2. Right-click → "Create Combined Set"
3. Choose: All members, Shared members, etc.

Dynamic Sets

Sets with conditions update automatically:

• "Customers with Sales > $10K" updates when data changes
• No manual updating needed!

Use Cases

• Top/Bottom performers
• VIP customers
• High-profit products
• Regional focus
• Outlier detection

Tips

1. Name sets clearly
2. Use conditions for dynamic sets
3. Combine sets for complex analysis
4. Use in/out for highlighting

Summary

Sets split data into IN and OUT. Use manual selection, conditions, or Top N. Great for focusing on specific data subsets!