Tableau Filters

Tableau Filters How should you be filtering your data in Tableau? 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Researc h Analyst, Tech Enthusiast, Currently working on Azure IoT Data Science with previous experience in Data Analytics Business Intelligence. Bookmark Become a Certified Professional Tableau provides the ability to filter individual views or even entire data sources on dimensions, measures, or sets. Whats more, most of these filters can be put into the hands of you and your end users to change a powerful tactic for finding stories in the data.Now, because this serves such an important purpose in the data cycle of any given organization, it makes for a very essential module in most Tableau Training Curricula.This blog offers an introduction to filters in Tableau where we shall discuss the following topics.Why do you need Filters in Tableau?What do you mean by Filters in Tableau?Types of Filters and Order of OperationHow to Implement Filters in Tableau?Why do you need Filters in Tableau?The filtering capability in a BI Tool can serve a variety of purposes including minimizing the siz e of the data for efficiency purposes, cleaning up underlying data, removing irrelevant dimension members, and setting measure or date ranges for what you want to analyze. Data can also be organized and simplified before actual drill downs and aggregation functions through these filters.What do you mean by Filters in Tableau?Filtering is the way of expelling certain esteems or scope of qualities from an outcome set. Scene filtering highlight permits both basic situations utilizing field esteems and also propelled count or setting based channels.Types of Filters and Order of OperationThere are basically, 6 types of filters and by order of operation they are:Extract FilterData Source FilterContext FilterDimension FilterMeasure FilterTable Calculation FilterExtract FilterWhen youre loading in your data you can choose to extract it, saving a snapshot of how it looks in your workbook and ultimately reducing the number of times Tableau queries the data source. To further reduce the size o f the data going into Tableau, you can apply filters to the extract, which can be either by a certain dimension or measurement. A tip you can use to enhance your performance is that when you have finished with your Dashboard(s), extract andHide All Unused Fields, which filters out all columns not used in the workbook.Data Source FilterData Source Filters reduce the amount of data being fed into Tableau and restrict what data the viewer sees. With certain access rights, the viewer can view all of the underlying data, so if not done in the data source, Data Source Filters can be used to control sensitive data. One thing that is important to note is that, Extract and Data Source Filters are not linked. So, if you change back to a live connection your Data Source Filters will still be intact.Context FilterAll filters in Tableau are applied to all rows of your data without regards to other filters.If for example, you need one filter to be applied before other filters, either for performa nce reasons (filter out a certain category to show Top X) or if you have aFIXED function in your view that needs to be filtered, making this a Context filter will make sure it is processed first. Context Filters are limited to the view but can be applied to Selected Sheets, All Using Same Data Source or All Using Related Data Source. While Context filters can improve performance, if they do not reduce the data enough (the rule is by 1/10 or more), the cost of computing them is too high to be beneficial.Dimension FilterAnother name for non-aggregated filters (blue pills), such as Dimensions, Groups, Bins, Sets, etc. These are applied by both dragging them on the Filters pane or right-clicking on the specific dimension and selectingShow Filter.You can choose to either only show the things highlighted or by tickingExcludeit will instead filter out the Dimensions selected. This will be shown by a strikethrough. If you have many dimensions you can search for it, but make sure to clickAll orNoneto select/deselect all depending on what you want to do.In the filter dialog that pops up, there are three tabs forWildcard,Condition, andTop. Here you can choose if you want to show the Top 10 (or by Parameter) by certain measurement or by a certain condition. The filters can be edited at any time by right-clicking on the pill andEdit Filter.Measure FiltersAggregated filters are applied after Non-Aggregated filters, no matter what order they are shown on the Filters pane. When dragging it on, Tableau will ask youhow you want to filter in other words, what aggregation to use (Sum,Avg,Median,Standard Deviation, etc.)The second step will give you four options:Range of values,At least,At mostandSpecial. You can choose to drag or type in the number you want to filter on.Specialis if you want to includeNullvalues or not.Table Calculation FiltersA Table Calculation is the last filter applied and it applies the filters after the view has been produced. So if you want to filter the v iew without filtering the underlying data, Table Calculations Filters are the way to go. For example, if you are showing a reference line and dont want this to change when using a quick filter.How to Implement Filters in Tableau?1. Keep or exclude data points by Selecting in your viewYou can filter individual data points (marks), or a selection of data points from your view. For example, if you have a scatter plot with outliers, you can exclude them from the view so you can better focus on the rest of the data.To filter marks from the view, select a single mark (data point) or click and drag in the view to select several marks. On the tooltip that appears, you can:SelectKeep Onlyto keep only the selected marks in the view.SelectExcludeto remove the selected marks from the view.These filtering options are not available if a Wildcard Match filter is already specified for the same field.2. Filter data using headersYou can also select headers to filter them from your view. To filter ent ire rows or columns of data from your view, select the header in the view. On the tooltip that appears, select toExcludeorKeep Onlythe selected data.When you select a table header that is part of a hierarchy, all of the next level headers are also selected.3. Filter by dragging a field directly onto the Filters shelfAnother way to create a filter is to drag a field directly from the Data pane to the Filters shelf.In Tableau Desktop, when you add a field to the Filters shelf, the Filter dialog box opens so you can define the filter. The Filter dialog box differs depending on whether you are filtering categorical data (dimensions), quantitative data (measures), or date fields.4. Quick Filters/Filter CardsYou can control the appearance and interaction of your filter card in the view by selecting a filter card mode. To select a filter card mode, in the view, click the drop-down menu on the filter card and then select a mode from the list.The types of filter card modes you see in the lis t of options depending on whether your filter is on a dimension or a measure.For dimensions, you can choose from the following filter modes:Single Value (List)Single Value (Dropdown)Single Value (Slider)Multiple Values (List)Multiple Values(Dropdown)Multiple Values (Custom List)Wildcard MatchFor measures, you can choose from the following filter modes:Range of Values/DatesAt Least/Starting DateAt Most/Ending DateRelative to NowBrowse periods In addition to the general filter options and the filter modes, you control how your filter appears in the worksheet, on dashboards, or when published to the web even further in Tableau Desktop.I hope you all,now, have a fairidea aboutFilters in Tableaufrom this blog. To get a better idea of Tableau as a whole, you can go through the various informative blogs on the list. 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