Compare a user selection versus two different benchmarks

Question

I have a predefined benchmark for each client and would also like to include a user defined benchmark. So that I can compare a selected clients performance on several metrics versus the predefined benchmark and and a group of clients the user selects, excluding the selected client.

For example using the built in Superstore data, I want to compare a sale person to other sales people in their region (predefined benchmark group) and also compare a sales person to a user selected group of other sales people (user defined benchmark group) for the metrics commission and sales. How can I do this in Tableau?

user_13152727 · Answer

Ok I suggest you look at using sets. This article from Tableau is very informative and should cover your use cases: https://www.tableau.com/about/blog/2018/11/8-ways-bring-powerful-new-comparisons-viz-audiences-set-actions-97207

user_13152727 · Answer

Following up on this, I have put together a Tableau Public workbook that may help you see how to use Set Actions: https://public.tableau.com/views/CompareItemsSetAction/CompareVsDynamicGroup?:display_count=y&publish=yes&:origin=viz_share_link

I'll try and write this up in the near future as well, but you should be able to deconstruct how this works. There is 1 set and the actions on the dashboard drive it.

Compare a user selection versus two different benchmarks

2 Answers