MIP Logo

Use Set Action to See the Sales Percentage of Selected States

This post was originally published on The Data School blog between 2018 and July 2025, before our program was renamed to MIP’s Analytics Career Accelerator. References throughout this article to “The Data School” or “DS” all refer to what is now MIP’s Analytics Career Accelerator. The program, its people, and its commitment to launching outstanding analytics careers remain the same – just under a new name.

If you are having trouble viewing this article, please report it here

Sets allow users to group data points together based on shared characteristics, enabling to analyze and visualize subsets of data separately from the rest. Sets can be either dynamic or static. Without the application of set actions, sets categorize data into two distinct parts, similar to the functions of filters, highlighting, and URLs. However, when set actions are utilized, sets become a variable capability that can be combined with filters and calculated filters to achieve advanced interactions.

The following part is an example of the use of set action to see the sales percentage of selected state.

Step 1. Create a set based on states.

Step 2. Create a sales map and sales percentage bar chart.

In sales percentage bar chart, drag created set into color, and make a quick table calculation based on sum of sales.

Step 3. Create a dashboard using the two created chart. Then add a set action into the dashboard, in the set action, choose source sheets as the map (Sheet1), target set as the set we have created.

Step 4. Now let’s interact on the dashboard, when you drag and select on the map you will see the sales percentage changed dynamically.

 

Share this post