Groups and Sets

Groups and Sets are two ways to combine or isolate dimension members in Tableau, each suited to slightly different purposes.

Groups

A group combines related members of a dimension into a single, static category - useful for rolling up detailed values into broader ones.

Right-click a dimension in the Data pane -> Create -> Group...
Select members -> Group

For example, individual cities like "Noida", "Gurugram", and "Delhi" could be grouped into a single "NCR" category.

Sets

A set defines a custom subset of dimension members based on a condition, and - unlike a group - can be dynamic, automatically updating as the underlying data changes.

Right-click a dimension -> Create -> Set...
Define members manually, or a condition, or a Top N rule

Groups vs Sets

• Groups - combine members into new categories; typically static once defined.
• Sets - flag members as in/out of a subset based on a condition; can update dynamically.

Combined Sets

Two sets can be combined with AND/OR logic to build more advanced conditions, such as customers who appear in both a "High Value" set and a "Recent Purchase" set.