Wildcard filters identify patterns that data should meet to be displayed in a Tableau visualization. In this video, learn how to create a wildcard filter.
- [Tutor] A lot of business data follows patterns both in the sense that the data reflects monthly, daily or quarterly trends, or that it contains similar values for related items. For example, the product category for specific types of products could contain the word bot or perhaps robot. In this movie, I will show you how to limit your display to values that follow a specific pattern by using wildcards in your filter. My sample file is 06_04 Wildcard, and that's a tablet workbook you can find in the chapter six folder of the exercise files collection. I have created a text table and here I have sales broken down by sales region and by product category. Let's say that I want to filter based on product category by creating wildcards. To do that, I can go to the product category pill and move my mouse pointer over it, click the down arrow and click Filter. Then within the Filter dialogue box, I'll go to the Wildcard tab and this gives me the tools that I want to use. When the dialog box opens, you'll see that the Contains radio button is selected. So let's go ahead and use that and I'll drag the Filter dialogue box over to the side so that we can see the data behind it on the screen. Filtering using the contains operation, looks for a specific string of characters anywhere within a value. In this case, the product category name. So, if I were to click in the match value box and type or say RO, and click Apply, which leaves the Filter dialogue box open, then you'll see that I have drone kits, drones, robot kits and robots. And all of those values have RO in order. So drone is D-R-O, drone kits same. And then robot and robot kits have RO at the start. If I were to change the radio button to starts with and then click apply, you'll see that I only have robot kits and robots. That's because drones has RO but not at the very start. I could also do ends with, so if I select the ends with radio button and then let's say that I do for match value TS and click apply, then I get blueprints, drone kits, robot kits and robots. So those are the product categories that happen to end with TS. You can also do exactly matches. So if I were to select that, I would need to type in something and have the value match the entire field exactly, but for that I actually prefer to go to the General tab and use a selection filter. Another thing to note is that if I were to check the exclude box then that would change to does not contain, does not start with, does not end with. So it's basically the opposite of the filter that I was creating before. And if I click Apply, you'll see that we now have all the items that do not end with TS. So we have drones, eBooks, and the training videos. If you want to get rid of the filter value, you can. In this case, I'll uncheck, exclude, click Clear, click Apply, all the values come back, I'll click Okay and I am back to working with my visualization as I had it before. If I click the Okay button in the Filter dialogue box at any point, my filter would have stayed in place and the dialog box would have been closed.
- 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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