Another great new feature of sets in Tableau 8 is the ability to use sets in calculations, such as “If, Then” statements.
I want to create a dynamic calculation that will lump together groups of customers within the same sales ranges. And I want to create a calculation that will dynamically change based on how my sales fluctuate over time.
First I will create condition sets (Similar to the one in the example above) for each of the following scenarios:
Now we want to create a calculation that will dynamically change the contents of the sets based on how sales change over time. We also want it to show customer sets in “Low” “medium” and “large” groups respectively.
I can easily create an “If, Then” statement to use our dynamic sets to define how customers are segmented differently into each of the three bins listed above.
And we can see our customers in different bins based on the calculation we just created.
This calculation will continue to dynamically reflect my store’s sales changes, making it a valuable view that I can use again and again.