Change Set Values

The Change Set Values Action allows you to select, visually, the values to put in a Set. From one or multiple Source Worksheets, you can update the values of a Set in your data source to impact other visualizations in your Workbook. 

When you create a Change Set Values Action, a configuration window opens where you can specify the following:

  • The Name of the Action
  • The Source Sheets
  • The trigger (Hover, Select, or Menu)
  • The Set—you have to specify the Data Source and the Set

As for the Action Filter, you can dictate the behavior when clearing the Action. There are three different behaviors:

  • Keep set value: When you clear the selection, the current values of the Set stays as selected
  • Add all values to set: When you clear the selection, all the values are In the Set 
  • Remove all values from set: When you clear the selection, all the values will be Out of the Set. 

Let's do a guided tutorial with Sample-Superstore to see how to configure and use this new Action:

  1. Create a first Worksheet, Sales by State, which is a map of each State with Sales in Color:

  1. Create a Set, State Set, based on State (right-click on the State field and go to Create, then Set). In the Edit Set window, select Use all:

  1. Create a second Worksheet, Sales by Sub-Category, with Sales in Rows, Sub-Category in Columns, and the new set, State Set in Color. Here's how your Worksheet should look:

  1. Create a Dashboard: first add Sales by State, then Sales by Sub-Category on its right. Add an Action and choose Change Set Values.... We want to update the State Set when we click on a State on the Map. When we clear the selection, all the values will be In the Set. The next screenshot illustrates the configuration of the Action to do that:

  1. Let's test our Action! When you select one or multiple States on the map, you should see, on the right, the portion of sales coming from the selected State. In the following screenshot, you can see the portion of sales coming from the State of California:

That's it for Actions. In the next section, we'll see how to create a Story.

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