Filter actions limit the data summarized on a dashboard or worksheet. In this video, learn how to define a filter action.
- Dashboards provide useful summaries of your company's operations bringing the most important information to a central place. In many cases, decisions require you to look at the subset of your data. Perhaps, Sales by Job category. In this movie, I will show you how to add a filter action to a dashboard to reflect those changes in focus. My sample file is 13_04 Filter Action and that's a sample file that you can find in the Chapter 13 folder of your exercise files collection. I have a dashboard with three items, but let's say that I want to focus based on Job Title. I can see my Job Titles on the Orders By Job Title sheet within the workbook and you can see that I have different job levels. Sales associate, Associate I, and so on, and this item is arranged as a text table. So if I want to use this table as a filter, I can go back to my dashboard by clicking its sheet on the tab bar. And then, add Orders By Job Title to the dashboard. And I will add it here to the bottom right. The next step is to change this to a floating item, so I won't be limited to having it here on the dashboard. So I will right click, and on the shortcut menu that appears, I'll click floating so now I can move the item. Next, I need to indicate that I will use it as a filter, so I will go over to the controls on the right side which appear when an item is clicked and turn on "Use as Filter." I will drag the control over to the right. I'll put it here on the dashboard and actually, I'll resize it. Make it a little wider. See entire Title up here. Here we go, drag it over a bit. Okay. And now, I can use the control as a filter. So, If I only want a summary of data for sales that were made by Sales Associates, I can click that item in the list. And you see that the rest of the dashboard changes significantly. It only reflects values for a Sales Associate. If I want to see Sales Associate IV I can click that item and the graph changes. So as you can see, I'm limiting the data. And If I scroll down, we can see Sales By Product Category has filtered by Sales Associate Level. If I want to see sales for Associate III and Associate IV, I can leave Associate IV selected, hold down the Control key, and click Associate III. And when I move the mouse pointer away, you see both of those are selected. And if I scroll up, the graphs have changed to reflect that selection. When I am done, filtering, using this field, I can click the Don't Use as Filter button, which is just the opposite of Use as Filter and all of my data is back. Filter actions are incredibly useful when you are analyzing your business's data. They allow you to limit what appears in your dashboard without making changes to the visualizations on their original sheets.
- 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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