Tableau Basic Filters
- Filters in Tableau are used to restrict or limit data based on user-defined conditions displayed in a visualization.
- Basic filters in Tableau help users control and refine the data displayed in visualizations. They are essential for effective data analysis and dashboard creation.
- A filter removes unwanted data from the view and displays only selected values based on user-defined criteria.
- They help users focus only on relevant data and improve analysis.
- Types of Basic Filters in Tableau
- Extract Filters
- Extract filters are used while creating a data extract. They limit the amount of data imported into Tableau.
- Data Source Filters
- Data source filters restrict the data at the data source level. These filters apply to all worksheets using that data source.
- Context Filters
- Context filters create a primary filter that other filters depend on. It improves performance when working with large datasets.
- Dimension Filters
- This filter is applied to categorical fieldtypes of data (Dimensions like Region, Category, Customer Name, or Product Name, etc.).
- This filter allows users to include or exclude specific values.
- This filter has several options, including:
- General: Select specific values.
- Wildcard: Filter based on partial text matches.
- Condition: Apply rules like “Sales > 500”.
- Top/Bottom: Show the top/bottom N values.
- Measure Filters
- This filter is applied to numerical fields (Measures like Sales, Profit, Discount, Quantity, etc).
- These filters are based on ranges, conditions, or relative values.
- This filter has several options, including:
- Range of Values: A set of min and max values.
- At Least / At Most: Define a threshold.
- Relative to Other Values: Filter based on percentiles.
- Date Filters
- This filter is applied to date fields (Order Date, Ship Date, etc.).
- This filter has several options, including:
- Relative Date: Filter dynamically (e.g., Last 30 days, Last Year).
- Range of Dates: Set a start and end date.
- Individual Dates: Select specific dates.
- Custom: Use formulas for advanced filtering.
- Table Calculation Filters
- These filters are applied after table calculations and affect only the displayed results.
- Extract Filters
- How to Apply a Basic Filter
- First, drag the suitable field (dimension/measure/date) from the Data pane to the Filters Shelf in Tableau.
- Now, select the values or condition we want to filter.
- Now, choose a filter type (General, Range, Condition, etc.).
- Finally, customize the filter settings.
- Click OK to apply the filter.
- Advantages of Filters
- It focuses on important data
- It improves dashboard clarity
- It enhances performance
- It enables better decision-making
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