2 Replies Latest reply on Sep 5, 2016 4:17 AM by Yuriy Fal

    Using a Set to explore other data with the same fields

    Nina Gough


      I have created set using the requirements set by my analysis (specifically call transactions by customer for specific month). I want to use this set to determine where the customer may have called in previous months from the same data source. The Customer Identifier is unique to the customer, so I should be able to track where the customer appears outside the specific month from which the set has been established. I am not quite sure where to start with this, it feels like a simple solution and that i feel Tableau should be able to do it.

      I also wonder if it is possible to automatically create a set that will refresh when I rerun the data the next month (or if I wish to select a different month from the same source). Using calculated fields/parameter maybe?


      Thanks in advance, I look forward to hearing your suggestions.



        • 1. Re: Using a Set to explore other data with the same fields
          Shinichiro Murakami

          HI, Nina


          It's little bit difficult to investigate your issue without having your data.

          Could you attach your packaged workbook(***.twbx)?

          If the data is confidential, sample data is enough.




          • 2. Re: Using a Set to explore other data with the same fields
            Yuriy Fal

            Hi Nina,


            As of my understanding, a dynamic Set

            using an Aggregate Conditional Filter would work.


            In essence, it is just a conditional filter on Customer ID,

            where the condition is an Aggregate calculation --

            a SUM() of 1's calculated for each row in a datasource

            where Order Date is in the same Month as a Parameter.


            Of course, it could be MIN or MAX or any other suitable aggregation.

            The Aggregate Condition translates directly to the HAVING clause

            of the SELECT statement to the underlying datasource.


            I found this technique one of the Tableau' hidden gems since it's inception.

            It could be broadly applied to a range of useful analyses,

            such as recommendation, market basket and cohort ones

            (the latter is your case I hope).


            Please find the attached sample workbook.

            Hope it could help.