Approach:
I create two separate sets—one for the Top 5 and one for the Bottom 5—using Sales as the metric. Then I combine the sets to return a unified list of 10 records.
Steps:
- Create Top 5 Set
- Right-click the dimension (e.g., Product, Customer).
- Choose Create Set → Top.
- Set “By Field → Top 5 by Sales.”
- Create Bottom 5 Set
- Same process, but choose Bottom 5 by Sales.
- Combine the Sets
- Multi-select both sets → right-click → Create Combined Set.
- Choose All Members In Both Sets (acts like a logical OR).
- Filter the View
- Drag the combined set to Filters.
- The result is a clean and dynamic list of exactly Top 5 + Bottom 5 based on Sales.
Why this is the best method:
- Updates automatically with filters.
- Doesn’t require table calcs or manual ranking.
- Works across dimensions (Products, Customers, Regions).
- Easy for other team members to understand and maintain.
Alternative:
You could use RANK() or INDEX() with Table Calculations, but sets are more stable when slicing by different dimensions.
