Interactivity is a key feature of a dashboard to help a user view the same metrics and charts for different segments of the data. For example, a manager may click on different areas of a geographic map to see the KPIs and a chart of sales over time for each individual region. However, the manager may want to select multiple areas at once to view their metrics collectively. Thankfully, we can provide a user with this capability using set actions.


What are Set Actions?

A set is a collection of unique values in a particular field. Selecting this set will select each row that has one of these values in the corresponding field. Set actions allow a user to select the members they wish to comprise a set. If the visualisation’s charts are filtered by this set, then as the user makes their selection, the charts will update accordingly.




How to Create Set Actions

Creating a set action is as easy as following these simple steps:

1. Right-click on the desired field, click Create and click Set….


2. Click All to select all unique values – this ensures that the default set will contain all the data.


3. Add the desired charts to a dashboard.

4. Click on Dashboard and click Actions… – alternatively press Ctrl+Shift+D.


5. Click Add Action and click Change Set Values.


6. Ensure that all Source Sheets that should be filtered by the set selection are ticked and under Target Set select the set that was just created. Additionally, keep Assign values to set and Add all values to set are selected so that when the selection clears the dashboard will revert to showing information for all data. Then, click OK.


7. Return to your dashboard and try selecting members to make up your set and verify that the dashboard information is correctly updating.


Using set actions will help provide more exploratory power to the user with the ability to choose various collections of data to filter themselves. Happy visualising!

Cover image by Pexels from Pixabay

Hunter Iceton
Author: Hunter Iceton

Hunter Iceton is an enthusiastic and positive individual. He graduated from Sydney Uni in 2017 with a Bachelor of Commerce (Liberal Studies) majoring in Finance, Marketing and Quantitative Business Analytics. For the next few years, Hunter spent his time creating and releasing music, while tutoring primary and high school students in Mathematics and Business Studies. Hunter is now excited to be joining The Data School, looking forward to approaching analytics with a creative perspective. In his spare time, Hunter enjoys continuing to create music, reading philosophy and cooking plant-based dishes. Otherwise, he can usually be found at a restaurant, a bar or an art gallery.