Tableau filters are temporary limits on which data appears in a visualization. In this video, learn how to edit, clear, and delete filters.
- [Instructor] Filters, help you discover important information about your business. When you're done with the filter, you can change it, clear it, but leave it active in the program's memory or delete it entirely. I will show you how to perform each of those tasks in this movie. My sample file is 06-07 Manage Filters and you can find it in the Chapter 6 folder of the exercise files collection. In this file I have a visualization and I currently have a filter based on Sales Region. I'm showing the top four in terms of sales. You can see the filter here indicated by the Sales Region pill in the Filters card. If I want to edit this filter, I can double click the pill or I can click this down arrow and click Edit Filter. That opens the Filter dialogue box and you'll see that I have my filter here. So let's say then instead of showing the top four values, I want to show the top six. To do that I can backspace over the form and type of six. I could also change from a top to a bottom filter. I could change the field by clicking the Order Total control or I could change the summary. Basically you can change anything you want from within the filter dialogue box. What I've done is to change to top six instead of top four, so I'll click okay and you'll see that my visualization has changed to represent that edit to the filter. If you want to clear filter, there are a couple of ways to do it. One from within the Filter dialogue box, which I will open here by going to Sales Region, clicking Edit Filter. You can select the None radio button and that will get rid of the filter. I won't do it here, I'll just click cancel. You can also go to the Worksheet menu point to Clear and click clear filters. This will clear every filter that you have applied to a particular worksheet and doing so it would clear all filters from your worksheet, not just the individual filter that we were working with before. I'll click away without clearing to show one final technique and that is to drag the pill for a Sales Region, in this case from the Filters card to the Dimensions area, which removes the filter entirely. So as you can see, there are many different ways to edit, clear and delete your filters.
- 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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