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How to create sets in web edit with

Sets finally arrive in Web Edit, but there's a little workaround you need to know to actually use them.

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  • Tableau 2020.3 adds the ability to create sets in Web Edit via right-click then Create, closing a gap with desktop
  • In Web Edit you can't edit or show a set directly from the data pane like you can in desktop
  • Drag the set onto the marks card (such as detail) to unlock the dropdown option to show the set control
  • Use the set control on the right to add members, then place the set on colour to see it filter dynamically
  • When demoing, drag your dimension to rows before columns to avoid the confusing ABC placeholder in the view

Tableau 2020.3 lets you create sets directly in Web Edit, closing a long-standing gap with Desktop, but there's a workaround you need to know because the set can't be edited or shown from the data pane the way you'd expect.

Working in the Web Edit browser interface rather than Desktop, using a basic dimension-based view to demonstrate the new set-creation option.

The Breakdown
  1. Create a set via right-click 0:41

    Right-click any field in the data pane and choose Create, then Set. Tableau builds the set and adds it to the data pane, just as in Desktop.

  2. Notice the editing limitation 0:51

    Unlike Desktop, right-clicking the new set in Web Edit gives you no option to edit it, and the option to show the set is also greyed out - so you can't work with it straight from the data pane.

  3. Build your view, rows before columns 1:14

    As a general tip when building any view, drag your row field on before your column field - bringing a dimension in first can trigger a confusing ABC placeholder that trips up new users.

  4. Drag the set onto the marks card to unlock it 1:41

    This is the required workaround: place the set onto a marks card shelf such as Detail. Doing so activates the dropdown option to show the set, which isn't available any other way in Web Edit.

  5. Use the set control to add members 2:00

    Once shown, the set control appears on the right of the screen, letting you add or remove members interactively.

  6. Move the set onto Color to see it work 2:21

    Adding the set to Detail alone doesn't change anything in the view. Drag it onto Color (or another marks property) instead, and the set control will dynamically filter and recolour the view as you edit membership.

Worth Knowing
  • You can't edit or show a set directly from the data pane in Web Edit - you must first place it on the marks card to unlock those controls.
  • This Web Edit set feature doesn't yet have the full power of things like set actions, though Tim expects Tableau to close that gap over time.
Use It When

Reach for this when you need to build or adjust a set for someone working purely in a browser, without access to Desktop.

How this Rollup was made provenance & method

A Rollup is drafted by AI from the video's transcript, then reviewed and edited by Tim. Everything used to produce this one is listed below — the model, the exact prompt, and the source video — so the process is transparent and reproducible.

Transcription
On-device — NVIDIA Parakeet v3 for recent videos, OpenAI Whisper large-v3 for earlier ones. The transcript never leaves the machine or gets published.
Drafting
Claude Sonnet 5 in the cloud, from that transcript.
Prompt
The exact Rollup prompt (v2) — the full system prompt, unedited.
Source video
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Drafted
5 July 2026 at 09:38
Reviewed & edited
5 July 2026 at 09:41 · by Tim Ngwena

Model + prompt + video is everything you'd need to recreate a Rollup like this yourself. The one thing we don't share is the transcript.

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