The IN operator

0:00Hey, it's Tim here. And in today's video, I

0:04'm going to be showing you the new in

0:06operator

0:07in 2020.3. This is a new function that

0:10essentially allows you to get around some

0:13very long calculations

0:14that we use to write using the OR function.

0:17It doesn't replace the OR function, just

0:18adds

0:18a little bit of capability. It also allows

0:21us to work in a slightly different way with

0:23sets. So let's hop into this and I'll show

0:25you how it works. Just also upfront here,

0:28this is a pre-release version of Tableau

0:29that I'm using. And I've noticed a few bugs

0:31, especially

0:32with this function whilst using it. So we

0:34might have to fix some of those as we're

0:36building

0:36out this function, but otherwise it should

0:39work pretty much as the final release is

0:41going

0:41to work. I'm going to hit Super Source

0:43Sales here and open up the default data set

0:45inside

0:46of Tableau. Okay. So first thing I'm going

0:48to do is just build a very basic chart so

0:50we can see what's going on. I'm going to

0:52drag sales onto columns and then I'm going

0:54to drag

0:55category onto rows and subcategory just

0:57after that. I could have also hit the plus

1:01icon

1:01just here inside a category to do the same

1:03thing because it's actually a hierarchy. So

1:06that's why you get these sort of plus icons

1:08and minus icons to sort of collapse and

1:11expand

1:11the hierarchy. Okay. We've pretty much

1:13created the chart we needed to create. I'm

1:15just going

1:16to create a calculated field. And by the

1:17way, if you're watching this and you're

1:19wondering,

1:19"Oh, I know some of this already," this

1:21video is targeted at people who are

1:23discovering

1:23Tableau for the first time and just want to

1:25know what's new. So it's going to be a very

1:27,

1:27very simple guide. I'm sure there'll be

1:29lots of great blog posts showing some of

1:30the more

1:31advanced features. But okay, let's dive

1:33into a calculation we would have written

1:35before.

1:35So something you would have written before

1:38possibly, if I just type if and then I hold

1:41control and scroll my mouse wheel up and

1:43down, it makes this a little bit larger so

1:44you can

1:45see. So if I type in category and equals,

1:51let's say, furniture or the category, just

1:58do autocompletion there, equals, I always

2:02type my speech marks first, then type the

2:06end properly. I could also use the autocom

2:08plete, but I'm not going to do that. Hello,

2:10world,

2:10because we can be programmers for a few

2:13seconds. Else, goodbye, world. Why not?

2:18Just say that.

2:19And so we make sure we end our calculation

2:22appropriately. And I can see here at the

2:24bottom

2:25that the calculation is valid. Okay, great.

2:28This is set up. I'm just going to give it

2:30a name. I'm going to call it in operator.

2:32So we have a name for the field, hit apply.

2:35And then there we have it. The in operator

2:37is available to us. I can drop that in. And

2:39you can see that it's actually working. It

2:41would help if I can spell goodbye properly.

2:43You're probably screaming at the screen

2:45right now. But there we go. We have the

2:46operator

2:47is working. And you can see here that hello

2:49, world is associated with furniture and

2:51technology.

2:52I'll drag this up so we can see this change

2:54a little bit clearer when we change this

2:56calculation.

2:56Okay, the next step is to show you how the

2:58in operator can make this calculation a lot

3:01easier to write. I'm just going to hit

3:03double forward slash. A little quick tip.

3:05This allows

3:06you to essentially comment out a particular

3:08line in a calculation. So what I'm doing

3:10now

3:10is just commenting out the old calculation,

3:13go back up to the top. And in here, I'm

3:15going

3:16to start writing the new function. So to

3:18use the in operator on the left hand side,

3:20you

3:20basically put the thing that you're

3:22checking. So category in this particular

3:25case, and then

3:26I'm going to check to see if any of the

3:28expressions I'm about to write are in the

3:31category. Okay,

3:32so I'm checking the left with the right

3:34hand side. And because I'm just going to

3:35type in

3:36some text here, I'm going to put a bracket

3:38to container. In the next step, I'll show

3:40you something a little bit different with

3:42sets, which would be really, really cool.

3:43But let's keep on doing this. Let's just, I

3:46'm a really lazy Tableau calculation author,

3:50so I tend to just actually copy and paste

3:51things I've already written before. It also

3:54guarantees that you're less likely to make

3:56mistakes. So I'm just going to leave it

3:58like

3:58that. And I might get a bug here when I hit

4:01apply. There we go. This has now gone red.

4:04The reason it's gone red is because the

4:05data type has changed in the calculation.

4:08So if

4:08you see here on the left hand side where my

4:10mouse is, this has changed to true and

4:12false.

4:13So what I need to do is just remove it, and

4:16then add it back in. And now you can see I

4:19get a true and false in that column. So now

4:22this is doing the exact same thing. And

4:24just

4:24compare these two. This is much easier to

4:27write, right? It's a lot simpler, and it's

4:31going to make it a lot nicer to maintain

4:34really long calculations that have the

4:36phrase "or"

4:37essentially. You can just go through some

4:39of your old calculations, just clean them

4:40out with this much, much neater to follow n

4:44omenclature as well.

4:46Now the next thing I'd like to do is make

4:49this a little bit more dynamic. So to do

4:52this,

4:52I'm going to create a set. The category set

4:54I'm going to create is going to have the

4:56exact

4:56same two groups of furniture and technology

4:59. I'm going to go ahead here, create a set,

5:02and then I'm going to put the office

5:05supplies, no, actually technology and

5:07furniture. I'm

5:09going to call this the category set. Hit OK

5:11, and now we have our category set. And what

5:14the in operator can actually do, if I just

5:16copy this line and put it onto a new one,

5:19is essentially, I'm just going to comment

5:21that out and put this one in here, is

5:23actually

5:23check a set to make sure that the thing I'm

5:27actually checking for is in my set. How

5:30cool

5:30is that? So now if I hit apply, you'll see

5:32the calculation still works. It's doing the

5:35exact same thing. And the cool thing with

5:38this is now you can use set actions to

5:40dynamically

5:41change what's in this set, giving the user

5:43the ability to basically build their own

5:46list

5:46of what you're checking. So how cool is

5:48that?

5:48Let's just hop into another tab. I'm going

5:51to have to build a dashboard very, very

5:53quickly

5:54here to show you this working. So I'm going

5:56to open another sheet. Apologies for not

5:58naming

5:58my sheets correctly. First thing I'm going

6:01to do is drag quantity onto size and then

6:03drag category onto color. And this builds

6:06out this really nice, cool sort of tree map

6:10.

6:10Actually I don't need to put category on

6:12color. I just need to put it on detail for

6:13now. And

6:16the next thing I'm going to do is just

6:17build a simple list. I'm just going to

6:18build a very

6:19simple list of items. And to do this, I'm

6:23just going to bring the category onto rows.

6:25I did this in there where I dragged the

6:27dimension first. And I'm just going to show

6:29the value

6:30of each category in a table. Okay. And so

6:32what we're going to do is going to use this

6:34sheet to control our main visualization. So

6:37let's go over to our dashboard. I'm just

6:39going

6:39to do the classic double click trick to get

6:42everything in place. I'll leave the sheet

6:44names up top. And this is pretty much

6:47everything that we want. Now I'm going to

6:49go back into

6:49sheet number two and I'm going to bring my

6:53category set onto color. And the reason I

6:55want to do this is so that we can see what

6:57's going on. And the last thing I'll also do

6:59is put the label of each category so we can

7:02clearly see the selections are actually

7:05working.

7:05So right now what this is telling me is

7:07that technology and furniture are in my set

7:09, hence

7:10their blue, and office supplies is not in

7:12my set. Okay. So if we go back to our

7:15dashboard,

7:15you can now see we have the resemblance of

7:17a dashboard. I'm going to have a list

7:19selector

7:20here and it's basically going to change the

7:23set and you should see the colors here

7:25changing

7:26based on my selection. So let's go ahead

7:29and actually make that happen. To make that

7:31happen,

7:31I'm going to go to dashboard and I'm going

7:33to hit this option for actions. And so if

7:35I hit actions, add an action, and I want

7:38the action to change the set value. So this

7:41is

7:42really important that you choose the right

7:44action here. The next thing is to choose

7:45your

7:46source sheet. Where is the action going to

7:48be driven from? In this case, it's actually

7:51sheet number three. And I want to do this

7:53on selection. You can see here that

7:54selection

7:55is already preselected. And the thing I

7:58want to do is assign values to the set. So

8:00you

8:00can see here that's already ticked. And

8:03when I clear the selection, I'd like it to

8:06remove

8:08all values from the set. So I'd like

8:10nothing to be in the set. So it should all

8:12turn gray

8:13if I clear the selection that I've just

8:15made. And the thing I want to change is the

8:17category

8:18set. This is really important. You must

8:20make sure you change the right thing to hit

8:22the

8:22category set. And I'm going to say this

8:26action should be called change category set

8:30. All

8:31right. So here we go. We're pretty much

8:33ready to go. I'm going to hit OK. Hit OK.

8:37And now

8:37we're on the sheet, but nothing's happened.

8:39Now, if we make a change to this, let's add

8:41office supplies. You'll see that now office

8:44supplies goes blue and everything else goes

8:47gray because it's changing the set. And it

8:50's doing that and using the coloring from

8:52our

8:53previous setup. Now, if we go back in here

8:56and you can see the coloring is actually

8:58based

8:58on our set, which is incorrect. What I need

9:03to do is actually make sure it's based on

9:05our in operator. And now you can see this

9:08is doing the exact same thing. So now if I

9:10select furniture, you can see it's kind of

9:12spreading this out. If I select everything,

9:15it all goes orange. But now this is

9:17dynamically doing this. And it's a really,

9:19really nice

9:19sort of addition. And notice when you

9:21change this, it's moving whatever select it

9:23's always

9:24to the left. So it's always really clear

9:26what's going on. Actually, it's not doing

9:28that, but

9:29I thought it was doing that. But that's

9:30just because office supplies is large. But

9:32you

9:32can see here that it's changing technology

9:34and furniture. It's kind of an interesting

9:35decision there. I wonder why it's doing

9:38this vertically. If I go to office supplies

9:40, it

9:40does it horizontally. It's an interesting,

9:44interesting habit. But I hope you've

9:46enjoyed

9:46this very brief video. It's a very, very

9:48brief sort of showcase of this. I'm

9:50actually quite

9:50interested to see what people come up with

9:52this because you can do lots of really

9:53interesting

9:54things like even parameters can go into the

9:56left and the right hand side. So it's going

9:59to be a really nice way to sort of see what

10:01creativity people in the community come up

10:03with. So definitely stay tuned into that.

10:05If you're reading this video, watching this

10:06video, sorry, be sure to just go on Google

10:09and Google what other people have written

10:11about this particular feature because I'm

10:13sure you'll find some great content. That's

10:15pretty much the video. It's a slightly

10:17longer one than usual, 10 minutes. But

10:19thank you

10:19for watching and I'll catch you in the next

10:21video. Be sure to check out some of the

10:23other

10:23videos in the playlist and also subscribe,

10:26like the video or if you don't like it,

10:28dislike.

10:28That's also fine. We're happy to get your

10:30feedback for that. Thank you very much.

10:32Thank you very much.