Tableau Filters – Types of Filters in Tableau

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1. Objective

In this Tableau tutorial we are going learn about the Tableau Filter, the various types of filters in Tableau desktop: Extract Filters, Data supply Filters, Dimension Filters, Measure Filters, Table Calculation Filters and Context Filters in Tableau. We will also learn Tableau filter condition, tableau filters performance and thus move a step further in our journey of mastering Tableau.

Tableau Filters - Types of Filters in Tableau

Tableau Filters – Types of Filters in Tableau

2. Introduction to Tableau Filters

Sifting is the way of expelling certain esteems or scope of qualities from an outcome set. Scene sifting highlight permits both basic situations utilizing field esteems and also propelled count or setting based channels. In this section, you will find out about the fundamental channels accessible in Tableau.
Read about Tableau Aggregate Functions in detail

3. Types of Filters in Tableau

There are some six basic filters in a tableau dashboard which are mainly used. Below we discuss the Tableau Filters Hierarchy:

Types of Tableau Filters

Types of Tableau Filters

a. 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.
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Extract Tableau Filters

Extract Tableau Filters

b. Data Supply Filters

Similar to Extract Tableau Filters, information supply Filters cut back the quantity {of information|of knowledge|of information} feeding into Tableau and prohibit what data the viewer will see. With sure access rights the reader will view all of the underlying information, thus if not worn out the info supply, information supply Filters may be accustomed management sensitive information. One issue that’s vital to notice is that Extract and information supply Filters don’t seem to be connected – if you modify back to a live affiliation your information supply Filters can still be in situ.
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Data Supply Filters in Tableau

Data Supply Filters in Tableau

c. Context Filters

All filters in Tableau are applied to all or any rows of your information while not regards to alternative filters. If as an example you wish one filter to be applied before alternative filters, either for performance reasons (filter out a particular class to point out prime X) or if you’ve got a hard and fast operation in your read that has to be filtered, creating this a Context filters in tableau can confirm it’s processed initially. Context Tableau Filters are restricted to the reading. However, may be applied to chose Sheets, All mistreatment Same information supply or All mistreatment connected information supply. Whereas Context filters in tableau will improve performance, if they are doing not cut back the info enough (the rule is by 1/10 or more), the price of computing them is simply too high to be helpful.
Learn about Tableau Data Sources – Connecting Data to Tableau

Tableau Filters - types of Filters in Tableau

Context Filters in Tableau

d. Dimension Filters

Another name for non-aggregated Tableau filters (blue pills), like Dimensions, Groups, Bins, Sets etc. These ar applied by each dragging them on the Filters pane or right-clicking on the particular dimension and choosing Show Filter.
You can like better to either solely show the items highlighted or by ticking Exclude it’ll instead filtrate the size elect. this can be shown by a strikethrough. If you’ve got several dimensions you’ll be able to look for it. However, confirm to click All or None to select/ deselect all relying on what you wish to try and do.
In the tableau filters dialog that pops up, there are 3 tabs for Wildcard, Condition, and prime. Here you’ll be able to opt for if you wish to point out the highest ten (or by Parameter) by sure activity or by a particular condition. Tableau filters may be altered at any time by right-clicking on the pill and Edit Filter.
Let’s learn Tableau Data Extract – How to do Data Extraction in Tableau

Dimension Filters in Tableau

Dimension Filters in Tableau

e. Measure Filters

Aggregated Tableau filters are applied when Non-Aggregated Tableau filters, notwithstanding what order they’re shown in the Filters pane. Once dragging it on, Tableau can raise you ways you wish to filter – in alternative words what aggregation to use (Sum, Avg, Median, variance, etc). If nothing is chosen it’ll mechanically combination by add. The second step with an offer you four options: vary of values, At least, at the most and Special. You’ll be able to like better to drag or sort within the range you wish to filter on. Special is that if you wish to incorporate Null values or not.
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Measure Filters in Tableau

Measure Filters in Tableau

f. Table Calculation Filters

A Table Calculation is that the last filter applied and it applies filtering when the read has been made. Thus if you wish to filter the read while not filtering the underlying information. Table Calculations Filters are the thanks to going as an example. If you’re showing a reference line and don’t need this to vary once employing a fast filter. Table Calculations are sure functions used once making Calculated Fields like operation, WINDOW_SUM, WINDOW_AVG, etc.
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4. Conclusion

Hence, in this Tableau tutorial, we understand Tableau Filters, types of Filters in Tableau: Extract Filters, Data supply Filters, Dimension Filters, Measure Filters, Table Calculation Filters and Context Filters in Tableau. This tutorial, also helps us learn how to make the presentations and stories better by learning the filters of Tableau.
See Also- How to build Bar Chart in Tableau
For reference

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