Selection filters identify specific values to be displayed in a Tableau visualization. In this video, learn how to create a selection filter.
- When you analyze data in a Tableau work book the program maintains an internal list of the values in each column. If you want to filter a column so that only certain values appear, you can take advantage of that internal list by creating a selection filter. In this movie I will show you how to limit the data displayed within the Tableau work book using that selection filter. My sample file's 0603 selection and you can find it in the chapter 6 folder of the exercise files collection. In this visualization I have sales in a text table broken down by region, product category and is summarized by order total, which is basically sales. Let's say that I want to limit the product categories that are being displayed. To do that I can go to the product category pill and you can use any of them, in this case I have it on the rows shelf. So click there, click its down arrow and then click filter. When I do, the filter by product category dialog box appears. On the general tab you see that there's a list of all the unique values within the product category field. Blueprints, Drone Kits and so on. Any item that has a check mark is displayed, any one that doesn't, is not. So let's say that I only want to display drone kits and drones. So I will clear blueprints, eBooks, robot kits, robots and training videos. And I'll drag the dialog box over to the side so we can see the data behind it. If I were to click OK, the filter would be applied and the filter dialog box would be hidden. If I click Cancel, then nothing happens and the dialog box goes away, in other words the filter would not be applied. But if I click Apply, then the filter's applied and the filter dialog box remains in view. And you can see that we're only seeing values for drones and drone kits. If I wanted to add a product category or two, such as robot kits and robots, I could check those boxes, click Apply and now they are visible as well. If I wanted to reverse my selection, that is to exclude any items that are desplayed so I could, let's say, flip back and forth between two views, then I could check the Exclude box which is here, (mumbles) Click Apply, and I would see all the items that are not currently checked. You can also see a visual indication that items are excluded with the strike through next to their names in the product category selection list. Going to go ahead and clear the exclude check box. If I want to display all values, that is remove the filter, I can click All and then click Apply. If I have a lot of values and only want to display one or two, for example just training videos and blueprints, then I could click the None button which clears all the check marks. The I'll do blueprints and training videos, click Apply and then just those two categories are shown. If I want to display all values before I quit, I'll click All, click OK and I'm back in my rows.
- 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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