Top filters are rules that display the top or bottom values in a Tableau visualization. In this video, learn how to create a top filter.
- [Instructor] One very common way to filter your data is to find either the top or bottom values. For example, you might want to find the three sales regions that produced the most revenue, and on the other hand, you might want to identify the three that produced the least. In this movie, I will show you how to create top and bottom filters. My sample file is 06_06 Top Filter and you can find it in the Chapter06 folder of the Exercise Files collection. I have created a treemap visualization inside of this workbook and let's say that I only want to compare the top three regions and keep within the treemap format. To do that, I need to create a filter based on sales region. To create that filter, I will drag Sales Region from Dimensions to the Filters card and then within the Filter dialog box I will click the Top tab. At the moment there's no filter applied, that's what the None radio button means, so instead I will select By field and here I can identify my Top filter criteria. You can create either a top or bottom filter, in this case Top is selected but if I click that controls down arrow, you see I can do top or bottom, I'll do both. Then you select the number of items, in this case I will backspace over the number 10 and type 3 and I do want to go by Order Total and I do want to use Sum. With those criteria in place, I will go ahead and click OK and you can see that I have my top three regions, Central East, Northeast, and North Central East displayed within the body of the treemap. That takes up the entire map, we're just looking at the relative proportion for each of these three regions. If I want to edit the filter, I can go to the Filters card where Sales Region appears, click this down arrow, click Edit filter and then in the Filter dialog box let's say I want to change from Top to Bottom and we'll do bottom two. So I will click OK and I see that South Central West and North Central West have the lowest sales values for this particular data set. If I want to remove the filter in this case, I can reopen the Filter dialog box, so I'll go to Sales Region, click Edit filter, select the None radio button, click OK, and we're back to our original dataset.
- 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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