Learning Record:
1) First look at the official definition: A group is a combination of dimension members that make up a higher level category. Individual understanding is a bit of a misunderstanding, and a concrete example of what a group is. Give a common example of life, such as apples, bananas, shoes, clothes, bikes. If we want to group, generally divided into three categories: fruit (apples, bananas), clothes (shoes, clothes), bicycles. Of course, the groups in tableau are similar. Look at an example of a tableau group:
For example, Excel data source for example, group category,
put the category into Rows,sales and put it in columns, and press and hold the CTRL or SHIFT key on the keyboard to select multiple headings in the view at the same time. Click the Groups button on the toolbar. You can also right-click and select Groups, or click the group icon on the ToolTip. This creates the group:
We can see that the three selected in front of the merge into one, that is, create a group, in fact, you want to classify the dimension as a class, This is the concept of a group.
2) Set: A set is a custom field that defines a subset of data based on certain conditions. Sets can be established based on the calculation criteria.
There are several ways to create and edit sets in Tableau. You can create a set by selecting a marker or title in the view or by right-clicking a field in the Data window. You can also create a set based on a pre-defined filter. It is a constant set or a computed set, regardless of how the set is created.
This is the set created as a percentage of total sales for customers who have purchased 20 times, customername as a dimension. The result of the set is in or out.
The difference between the two: in fact, in a certain extent, sets and groups are the same, but they are different, the group is the same type of dimension values are classified as a class, and the set can be understood as a logical value, True of the condition is the in of the result, which does not match the condition to false, which is the result of out, but not exactly.
Groups (group) and set (set) in Tableau