Types of Filter in Tableau

Posted in 'Q&A' started by mianti biswal, Apr 17, 2019.

  1. Tableau Filters
    Filter is a fundamental piece of breaking down data.Filter activities are an approach to send data between worksheets. Usually a filter action is utilized to send data from a chose mark to another sheet indicating related data.Tableau has multiple filter types and each type is created with different purposes. It is important to understand who can change them and the order of each type of filter is executed.


    Types of Filters in Tableau
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    Extract Filters
    When loading your information you’ll be able to like better to extract it, saving a shot of its current state in your book and therefore reducing the quantity of times Tableau queries the info supply. To more cut back the scale of the info feeding into Tableau you’ll be able to apply filters to the extract, which may be either by a particular dimension/measurement or by prime x Rows. A tip for upgrading execution is once you have completed together with your Dashboard(s), create/adjust the concentrate and hide all unused Fields, that channels out all sections not used in the book.

    Data Source Filters
    Data Source Filters in Tableau are useful to create Filters at data Source Level. By this, we can polish the data before we start creating any report on this data source. In this article, we will show you, How to create Data Source Filters in Tableau with an example.
    Before getting into this, I suggest you to refer Tableau Filters to understand the basic filter techniques.


    Context Filter: Context Filter helps to pass the criteria of the filter from one level to other related level.

    Example: Top 10 Customers in country by their purchases, here the context is 'Top 10'. We can pass this context to know 'Top 10' Customers by Purchases in a State within the same country.


    Filter on Measure: This filter provides options - range of values, at least, at most and special. We can select any option that helps to select the right data or eleminate the unwanted data. Special option is to deal with Null values.
    Example: Filter on Sum of Sales.


    Filter on Dimension: This filter provides options - General, Wildcard, Condition and Top/Bottom. We can select any option that helps to select the right data or eleminate the unwanted data. We can also create own formula then use it in this filter options - Condition and Top/Bottom for the data selection needs. Condition and Top/Bottom provides channel from dimension to measure to get the required data.
    Example: Filter on Order Date then selecting sales through dimension.


    Table Calculation Filtering

    The method of using table calculations as filters to “hide” data has been around long before LOD calculations were even introduced into Tableau. To use this method, you need to understand that table calculations are performed based on the results of the primary query. Let’s use my initial example for illustration:
    In this example, Tableau issues a query (question) to the data source which basically says, “Give me the total sales for each region.” The data source, which includes thousands of records, only returns four numbers: the total sales for each region.

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