Mastering Set Actions in Tableau: 6 Real-World Techniques
In this hands-on workshop, Andy Kriebel walks through six practical set action techniques you can apply to your dashboards right away — building each one live from scratch.
What you'll learn:
1. How sets work as Booleans (the foundation everything else builds on)
2. Proportional brushing — show the breakdown of a selection across a second chart
3. Bar chart drill-down — click a region to expand it to states inline (no extra column)
4. Date drill-down — click a year to reveal monthly detail, with color to signal the level
5. Three-level scatter plot drill-down — from product type to product to state
6. Variance to selected — compare any bar to every other, with two approaches to eliminating the highlight problem (dummy field trick and true/false filter trick)
7. Reorder stacked bar marks on click — move a selected segment to the bottom for easy comparison
You'll also learn when to use a set action vs. a parameter action, how to use FIXED LOD calculations as set filters, and how to keep your workbook organised with folders.
Resources included: Slides + two workbooks (in-class build + finished reference) sent to all registered attendees.
Want access to the resources? Fill out this form for access to my free 30-day Tableau Accelerator (plus two additional exclusive recordings). https://nlt.kit.com/accelerator