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Tableau 2020.2 Set controls full built out example

I'll rebuild this interactive London house price map from scratch so you can see exactly how 2020.2 set controls work end to end.

Part ofWhat's new in Tableau 2020.2
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  • Tableau 2020.2 lets you expose a set as a filter-like control by adding it to the filter shelf and choosing 'show in and out of set', so users can change set membership from a drop-down rather than clicking the chart.
  • To compare a selection against everything else, build an EXCLUDE LOD that excludes the set dimension, then subtract it from the plain average to get a difference-from-average measure.
  • Spatial data won't always be recognised automatically, so assign a geographic role (postcode) to the out code field and switch the marks card to a map to render polygons.
  • A 'highlight to self' action is a handy hack to stop set actions fading out the rest of the visualisation, keeping context visible while you select.
  • Set actions and set controls are applied at the dashboard level, not on individual worksheets, so build the worksheet first then add the change-set-values action.

This walks through building a full interactive comparison map in Tableau using the 2020.2 set controls feature, showing how to turn a set into a filter-like dropdown so users can change what's being compared without clicking the chart directly.

Tim rebuilds a London house price map from scratch: postcode-level data compared against a dynamic selection, so viewers can click (or later, select from a dropdown) a region and see how its average price differs from everything else.

The Breakdown
  1. Fix spatial data recognition 4:21

    If Tableau doesn't map your location field automatically, assign it a geographic role manually (right-click the field, Geographic Role), then switch the mark type from the automatic suggestion to Map so polygons render correctly.

  2. Create a set with 'use all' selected 10:00

    Right-click the dimension and Create Set, ticking 'use all' rather than picking specific members, since the set's contents will be changed dynamically later rather than fixed now.

  3. Build the comparison calculations in sequence 10:43

    First write a boolean/selected-price calc checking set membership, then an EXCLUDE LOD that averages the measure while excluding the set dimension (giving you an average across everything), then subtract the two to get a 'difference from average' measure — each calculation depends on the one before it.

  4. Add supporting context to the view 15:42

    Bring the difference-from-average onto colour, and add the raw average price to the tooltip, so users can see both the relative comparison and the underlying number when hovering.

  5. Build the worksheet before adding dashboard actions 19:26

    Set actions and set controls only apply at the dashboard level, not the worksheet, so finish the chart first, place it on a dashboard, then add a 'change set values' action triggered by selection.

  6. Apply the highlight-to-self hack 22:42

    Set actions fade out everything not selected, which can obscure the visualisation; adding a dummy calculated field and a highlight action targeting itself keeps all marks visible while still reacting to selection.

  7. Expose the set as a filter control 24:39

    Drag the set onto the Filters shelf, change it to 'show in and out of set', then enable 'show set control' on the dashboard — this gives users a dropdown (including a single-value option) that drives the same logic as clicking the chart.

  8. Finish with formatting flourishes 26:20

    As independent polish, rebalance the colour legend around a symmetric range, check red/blue direction reads correctly for colourblind users, and set labels to only show for selected marks so the chart stays readable as selections change.

Worth Knowing
  • A set control built from set actions only reflects the last mouse-driven selection, so it may not stay perfectly in sync if you also let users multi-select via the dropdown.
  • EXCLUDE LOD calculations need the excluded dimension actually present in the view or they won't behave as expected.
  • The highlight-to-self action is a workaround, not a native fix, for set actions fading out unselected marks.
  • Newer versions with the rolled-out data model no longer separate dimensions and measures visually beyond a subtle divider line.
Use It When

Reach for this when you want viewers to compare a selection against the rest of the data interactively, and you want to give them both a direct-click option and a simpler dropdown/filter alternative for the same underlying logic.

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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