Tableau 2020.2: Set controls for set actions.
Tableau 2020.2 lets you drive set actions with a filter-like control, perfect for when interacting with the chart is cumbersome.
- Set controls in Tableau 2020.2 let users select set members through a filter-style control rather than clicking items directly on a chart
- To enable a set control, add the set to the filters pane and choose to show in/out of set before calling it on the dashboard
- Set controls and set actions stay in sync: selecting via the control updates the visualisation, and clicking the chart updates the control
- Filter-like controls give precise interaction and are particularly useful on mobile devices where chart interaction is cumbersome
Tableau 2020.2 introduced set controls, a filter-like widget that lets users drive set actions from a dropdown or list instead of clicking directly on the chart, keeping the control and the visualisation in sync in both directions.
Tim starts from a finished map showing London property price differentials, already built with a set action so clicking a region recalculates comparisons against it.
- Start from a working set action 0:21
The chart already uses a set action: clicking an item changes the context (e.g. what everything else is compared against) and the tooltip updates to show the new differentials. Set controls are an addition to this, not a replacement.
- Add the set to the filters pane 0:40
To unlock a set control you must first add the underlying set to the filters pane before it can be called on the dashboard — this is a required prerequisite step, not optional.
- Configure the filter to show in/out of set 1:01
Once the set is a filter, open its dropdown and choose to show the in/out of set values; Tim uses the 'All' option since exact default selection isn't the concern here.
- Add the set control to the dashboard 1:22
Back on the dashboard, use the filter drop-down and look under the 'sets' section for your in/out set — selecting it places a filter-style control on the dashboard.
- Selections sync both ways 1:40
Clicking the chart via the set action automatically updates the control, and changing selections in the control updates the chart — the two stay linked regardless of which one you interact with.
- Why use a filter-style control 2:01
Use this when direct chart interaction is fiddly or imprecise — the control gives users a familiar, precise way to pick items, and it's especially useful on mobile since filter controls are optimised for smaller screens.
- This is a condensed version of a longer ~25 minute video that covers building the chart and set action from scratch — watch that if you need the full setup detail.
Reach for a set control when clicking marks directly on a chart is awkward or imprecise for users, particularly on mobile dashboards where a filter-style list is easier to interact with than tapping small marks.
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
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- Prompt
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- Source video
- Watch on YouTube
- Drafted
- 5 July 2026 at 09:38
- Reviewed & edited
- 5 July 2026 at 09:41 · by Tim Ngwena
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