Tableau Filter

tableau-filter

Information can be coordinated and streamlined by utilizing different strategies in Tableau. We will utilize the “Example Superstore.csv” text document for showing in this instructional exercise.

In this tutorial you will learn

  • Types of Filters:
  • Extract Filters:
  • Filter condition in Tableau
  • Filter Condition by Formula:
  • Data Source Filter:
  • Context Filter:
  • Dimension Filters:

Types of Filters:

The channels can be applied in a worksheet to limit the quantity of records present in a dataset. Different sorts of channels are utilized in Tableau Desktop dependent on various purposes. The various kinds of channels utilized in Tableau are given underneath. The name of channel types are arranged dependent on the request for execution in Tableau.

  1. Extract Filters
  2. Data Source Filters
  3. Context Filters
  4. Dimension Filters
  5. Measure Filters

Extract Filters:

Concentrate channels are utilized to channel the separated information from information source. This channel is used just if the client extricates the information from information source.

When the content record is associated with Tableau, you can see the live and concentrate choice in the upper right corner of information source tab. Live Connection straightforwardly interfaces with an information source. Concentrate association removes the information from information source and makes a nearby duplicate in Tableau storehouse. The method for making an extricating channel is given as follows.

Step 1) After connecting the text file into Tableau,

  • Click on “Extract” radio button as shown in the figure.

This will create a local copy in Tableau repository.

Step 2) Next,

  1. Click on the ‘Edit’ option placed near to Extract button.
  2. It opens “Extract data” window. Click on ‘Add’ option present in the Window.

Step 3) “Add Filter” Window is open to select the filter conditions.

You can choose any of the fields and add as extract filter. In this example, we have selected’Category’ as extract filter.

  1. Select ‘Category’ from the list
  2. Click on ‘OK.’

Once you click on OK button, it opens a filter window.

The channel window has numerous alternatives to channel ‘Classification’ in light of different use case. All the utilization cases and its channel conditions are clarified underneath.

Filter condition in Tableau

Use Case 1: Select from List

As a matter of course, channel window opens the “Select from List” alternative. You can incorporate or avoid the individuals present in the field utilizing this choice.

To include you can

  1. Select the members
  2. Click on OK.

To exclude the selected members,

  1. Click on exclude checkbox
  2. Select the members to exclude
  3. Click on OK.

There are two more option in the “Select from List”.

  1. All
  2. None

All:

This choice incorporates or avoids all individuals present in the field. In this model, all individuals are incorporated by tapping on “All” choice.

Step 1)

  1. Select ‘All’ option.
  2. Click on OK

Step 2) Next,

  1. It shows extract data filter. The filter condition is also added in the extract filter window.
  2. Click on OK to add the extract filter.

To exclude all the members in the list, first, click on ‘Exclude’ button. Then select ‘All’ option and click on OK. This procedure adds the filter in extract data filter window.

None:

In the event that you need clear all the choice made in the channel window and start another determination, you can utilize this ‘none’option. None alternative clears all the choice made in the channel window. Whenever it is cleared you can choose the new individuals.

  1. Click on the ‘None’ option. Select the new members to be added as filter.
  2. Click on OK to add the extract filter.

Use Case 2: Custom Value List

A custom worth rundown permits the client to type the part name and channel the field appropriately. A custom worth rundown can be made by following the given technique.

Step 1) In the Filter Screen

  1. Click on “Custom value list” radio button.
  2. Type the member name.
  3. Click on ‘+’ symbol to add the name in the list.
  4. You can add multiple members in the list and click on OK

There is an option in the window “Include all values when empty.” It can be selected to include all values present in the field when the selected member has no data.

Clear List option clears the customs value list.

Use Case 3: Use all

This option selects all the members present in the field.

Use case 4: Wildcard

Special case alternative is utilized to channel the fields dependent on given trump card coordinate. Clients can type the character and channel the field dependent on the match. The various kinds of matches are given as follows.

ContainsSelect the members if the member name contains typed characters.
Starts withSelect the members if the member name starts with typed characters.
Ends withSelect the members if the member name ends with typed characters.
Exactly matches

Select the members if the member name exactly matches with typed characters.

Step 1)

  1. Select the “Wildcard” tab.
  2. Type the characters to match.
  3. Select the type of match. In this example “Contains” match type is selected.
  4. Click on OK.

Use Case 5: Filter on Condition

This option is used to filter the data set by giving several conditions. Filer condition based on field is given below.

By Field:

  1. Select the ‘Condition’ tab in Filter Window.
  2. Click on radio button ‘By field.’
  3. Select the name of the field to be filtered from the drop-down list.
  4. Select the aggregation type like Sum, average and median from the drop-down list.
  5. Choose the operator from the drop-down.
  6. Enter the value to filter the selected field.
  7. Click on OK.

In the above example, the dataset is filtered to see the data where the sum of sales is greater than 1000.

The range of Values:

This option shows the minimum and maximum value of the selected field by clicking on ‘Load’ button. It can be used to refer the values.

Filter Condition by Formula:

You can write a formula to filter the dataset using this option. The procedure is explained below.

Steps:

  1. Click on radio button ‘By formula.’
  2. Enter the formula in the box as shown in the figure.
  3. Click on Ok.

In the above example, the written formula filters the data where sum of sales is greater than 1000.

Use Case 6: Top or bottom filters

This option is used to select top or bottom ‘n’ number of records.

By Field:

Step 1)

  1. Select ‘Top’ tab from the filter window.
  2. Click on radio button ‘By field’.

Step 2)

  1. Select ‘Top’ or ‘Bottom’.
  2. Choose the number of records.
  3. Select the field.
  4. Choose the aggregation type.
  5. Click on Ok.

In the above example, the filter restricts the data set to show top 10 records based on the sum of sales.

By Formula:

The top or bottom condition can also be given through formula.

Steps:

  1. Click on the radio button ‘By Formula’.
  2. Select ‘Top’ or ‘Bottom’.
  3. Choose the number of records.
  4. Enter the formula.
  5. Click on OK.

In the above example, the formula was written to show top 10 records based on the sum of sales.

Data Source Filter:

An information source channel is utilized to channel the information in information source level. It can limit the records present in the informational index. This channel is like concentrate channel on making sure about the information. Yet, information source channel and concentrate channel isn’t connected to each other. Data source channel deals with both live and concentrates association. The strategy to choose information source channel is given as follows.

Step 1) Click on the ‘Add’ button placed on the top right corner of the data source tab.

Step 2) It opens the ‘Edit Data Source Filters’ Window. Click on ‘Add’ Option present in the window.

After clicking on ‘add’ button, follow the remaining steps from the topic ‘Extract Filters’ -> Step 3.

Context Filter:

A Context channel is an autonomous channel that can make a different dataset out of the first informational index and figure the choices made in the worksheet. At least one clear cut channel that isolates the dataset into significant parts can be utilized as a setting channel. Any remaining channels utilized in the worksheet works dependent on the choice of setting channel. The elements of setting channels can be clarified through a dominate sheet.

The figure shows a sample dataset. From the dataset, it is identified that ‘Category’ can be used as context filter as it can divide the dataset into major parts. Once the filter is applied to the dataset, the following data can be obtained.

At the point when the classification “Furniture” is chosen, the information accessible in the specific classification is appeared in the figure. Different channels that can be applied in the sheet will be reliant on the classification channel. This is the essential capacity of utilizing setting channel. Scene makes a transitory dataset in archive motor dependent on the setting channel determination. When setting channel is chosen, any remaining choices and channels rely upon the determination of explicit setting channel. The brief table or informational collection that is made on choosing setting channel loads at whatever point the setting channel is changed.

Apply Context Filters in Worksheet:

Any dimension can be added as context filter by following the steps given below:

Step 1) The dimension to be added as context filter needs to be added in filter section box as given in the image.

Step 2) Right click on the dimension added in the filter section and select “Add to Context” option.

Step 3) Once the filter is selected as a context filter, the color of dimension box changes to grey color. This grey color box is an indication of context filter.

Removing Context Filter:

Any setting channel can be changed back to ordinary channel by choosing the “Eliminate from Context” choice which is accessible when right-tapping on the measurement. The shade of measurement box will likewise change back to blue tone as a sign.

Advantages of Using Context Filters:

Improve Performance:

At the point when setting channel is utilized in huge information sources, it can improve the presentation as it makes a brief dataset part dependent on the setting channel determination. The presentation can be adequately improved through the determination of major straight out setting channels.

Dependent Filter Conditions:

Setting channels can be utilized to make subordinate channel conditions dependent on the business necessity. At the point when the information source size is huge, setting channel can be chosen on the significant classification, and other applicable channels can be executed.

Dimension Filters:

At the point when a measurement is utilized to channel the information in a worksheet, it is called as Dimension channel. It is a non-collected channel where a measurement, gathering, sets and container can be added. A measurement channel can be applied through the top or base conditions, trump card match and recipe.

The individuals present in a measurement can be incorporated or rejected from the rundown utilizing this channel. Measurement channel can be appeared in a sheet or dashboard to change the channel condition progressively. The cycle for adding a measurement as the channel is given as follows.

Step 1) Go to a worksheet as given in above topics and follow the steps.

  1. Select a dimension from the dimension list. In this example ‘Category’ is chosen from the dimension list. Drag the dimension into ‘Filters’ box.
  2. It opens the ‘Filter’ Window. Select the member from the list.
  3. Click on OK.

The above procedure filters data set to show the records only for category ‘Furniture.’

Measure Filter:

A measure filter can filter the data based on the values present in a measure. The aggregated measure values can be used in measure filter to modify the data. A measure filter can be applied in a worksheet by following the procedure.

Step 1) Go to a Worksheet

  1. Select a measure present in the Measures tab. In this example, ‘Sales’ is selected. Drag the measure into ‘Filter’ box.
  2. It opens a ‘Filter field’ window. Select any of the aggregation from the list. In this example, Sum is taken as aggregation type.
  3. Click on ‘Next’ button.

Step 2) It opens a window where you need to select the range of values. The other types of options present in the window are given as follows.

Range of valuesMinimum and maximum range of measure value can be given and filtered.
At leastA minimum value of a measure is given to filter the data.
At mostA maximum value of a measure is given to filter the data.
SpecialAn option to select null or non-null values and filter the data.
  1. Select the range of values. You can modify the upper and lower limit for the range of values.
  2. Click on OK.

The above example filters the data set based on the sum of sales value between 0 and 22638.

Custom or Quick Filter:

Filters can be customized based on the user selection. The filters can customize worksheets and dashboards to modify the data dynamically. The procedure to customize the filter is given as follows.

Step 1) Add the ‘Category ‘filter as shown in the topic Dimension filter.

  1. Right-click on the filter added.
  2. Select ‘Show Filter’ option.

Step 2) It shows the ‘Category’ filter box in the right side of the worksheet. By default, the filter shows the multi-value list as shown in the figure.

Step 3) You can select or unselect members present in the filter and modify the data.

User Filter:

Client channel secure the column level information present in a dataset. It very well may be utilized when distributing the exercise manual on a worker. Distinctive channel conditions can be applied for various clients. For instance, accept there are three offices in a firm to be specific Furniture, Office Supplies, and Technology. By utilizing the client channel, we can permit the clients to show just the information applicable to their specialization. i.e., Users from ‘Furniture’ office can just see the information from classification ‘Furniture’. This can guarantee the security of column level information. The strategy to apply the client channel is given as follows.

Step 1)

  1. Click on the Server option present in the Menu bar.
  2. Hover over the ‘Create User Filter’ option.
  3. Select the field to create user filter. In this example, the category is selected as user filter.

Step 2)

  1. It opens a ‘Tableau Server Sign in’ window.
  2. Click on ‘Tableau Online’ option present in the window.

Step 3)

  1. It opens a Tableau Online Sign in Window. Enter your registered email id and password.
  2. Click on Sign In option.

Step 4) It opens a ‘User Filter’ window. Follow the below steps to add user filter.

  1. Enter a name for the user filter.
  2. Select a user form the user’s list.
  3. Check in the required members need to show for the selected member.
  4. Click on OK.

It creates a user filter in Tableau. You can view the user filter under sets pane as shown below.

When the workbook is published in the server, only the filtered data is shown to the user. User filter can be created for multiple users to secure the data.

Summary:

  • Scene has highlights to put together and improve the information present in the informational index.
  • Channel confines the quantity of records present in informational collection dependent on given condition.
  • Different kinds of channels utilized in Tableau are separate channels, information source channels, setting channels, measurement channels and measure channels.
  • Concentrate channels alter the information in the nearby duplicate of informational collection which is extricated from the information source.
  • Information source channels alter the information dependent on given condition. These channels apply on both live and concentrate association.
  • Setting channel makes a brief table in Tableau motor and goes about as an essential channel. The wide range of various channels applied on a worksheet rely upon the Context channel.
  • At the point when a measurement is utilized to channel the information, it is called as measurement channel. It can incorporate or bar the individuals present in the measurement.
  • At the point when a measure is utilized to channel the information, it is called as measure channel. It can alter the information dependent on the examination of estimated esteem.
  • A snappy or custom channel is utilized to adjust the channel condition progressively.
  • Client channels secure the line level information distributed in a worker.
  • Clients can sort the fields present in the informational index.
  • Gatherings can be working to assemble the individuals present in a measurement.
  • Clients can fabricate order to show the granularity level present in the dataset.
  • Sets can be made to choose or reject at least one individuals from a field. A set can be added as a different measurement in Tableau.