Discarding certain values or range of values from a given set is known as Filtering. Tableau facilitates both simple filtering where field values are used and advanced filtering or context based filtering. This tutorial covers the basic filters provided by Tableau.
There are three types of basic filters available in Tableau. They are as follows:
The filters applied on the dimension fields are Filter Dimensions. For instance, filtering based on categories of text or numeric values with logical expressions with greater than or less than conditions.
The Sample - Superstore data source is used to apply dimension filters on the sub-category of products. A view for showing profit for each sub-category of products according to their shipping mode is created. For it, the dimension field “Sub-Category” is dragged to the Rows shelf and the measure field “profit” to the Columns shelf.
Next the Sub-Category dimension is dragged to the Filters shelf to open the Filter dialog box. Click the None button at the bottom of the list to deselect all segments. Then select the Exclude option in the lower right corner of the dialog box. Finally, select Labels and Storage and then click OK. The below picture shows the result with the above two categories excluded.
The filters applied on the measure fields are Filter Measures. Based on the calculations applied to the measure field, the filtering is based, hence the calculations based on fields is used.
The Sample - Superstore data source is used to apply dimension filters on the average value of the profits. A view with ship mode and subcategory as dimensions and Average of profit is created as shown below.
Drag the AVG (profit) value to the filter pane. Choose Average as the filter mode. Next choose "At least" and give a value to filter the rows which meet these criteria.
The final view displaying the subcategories whose average profit is greater than 20 appears.
Tableau treats the date field in three different ways while applying the date field. It can apply filter by taking a relative date as compared to today, an absolute date or range of dates. Each of this option is presented when a date field is dragged out of the filter pane.
The sample - Superstore data source is chosen and a view with order date in the column shelf and profit in the rows shelf is created as shown below.
Next drag the "order date" field to the filter shelf and choose Range of dates in the filter dialog box. Choose the dates as shown below.
On clicking ok the below final view appears showing the result for the chosen range of dates.
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