Condition filters are rules that limit what data appears in a Tableau visualization. In this video, learn how to create a condition filter.
- [Instructor] When you analyze business data, you will often want to limit the range of values you look at. For example, you might want to identify sales regions that sold fewer than 5,000 units of all products within a particular time period. If that's the case, you can create a condition filter to identify values that meet your criteria. My sample file is 0605 Condition, and you can find that in the Chapter Six folder of the exercise files collection. In this case, I have a straightforward text table, and I'm viewing the number of items sold by quantity, in other words, the total number of units regardless of the product, for each of my sales regions. If I want to limit the values by creating a condition filter I will go to the sales region pill that I have on the rows shelf, hover the mouse pointer, click its down arrow, and I'll click filter. Then in the filter dialog box, I'll click the condition tab and use the controls to define my field and comparison operator. So I will select the "by field" radio button, quantity is currently selected, so I'll stay with that, and sum is the aggregation or summary I want to use, so I'll stay there, and before I go any further I will drag the filter dialog box to the right so that the values are displayed. Now I can look at the data and see the range of values, but if I click the load button in the filter dialog box then I see the minimum and maximum values, so that gives me an idea of what I'm looking at. And also, if you are looking at your data and your filters don't seem to be working, click the load button and that will show you the values that Tableau recognizes within your data set. Okay, with that in mind, I will change to less than so I'll click the comparison operator control and click less than, and let's say that I want to see regions with sales of fewer than 4,000 units. So I'll click on the value box next to the comparison operator, type in 4,000, everything looks good, I'll click apply and I see my values. 1431, 3292, and 3156. If I were to change the comparison to greater than 4,000, and click apply, then I would get the other set of values. In other words, the complement of the rule that I just created. If I want to remove the filter, I can select the none radio button and when I'm done, I can click okay and I've exited the dialog box and I'm back working with my data.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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