Tableau filter formula

Tableau filter formula DEFAULT

Data can be organized and simplified by using various techniques in Tableau. We will use the “Sample– Superstore.csv” text file for demonstration in this tutorial.

In this tutorial you will learn

Types of Filters:

The filters can be applied in a worksheet to restrict the number of records present in a dataset. Various types of filters are used in Tableau Desktop based on different purposes. The different types of filters used in Tableau are given below. The name of filter types are sorted based on the order of execution in Tableau.

  1. Extract Filters
  2. Data Source Filters
  3. Context Filters
  4. Dimension Filters
  5. Measure Filters

Extract Filters:

Extract filters are used to filter the extracted data from data source. This filter is utilized only if the user extracts the data from data source.

Once the text file is connected to Tableau, you can see the live and extract option in the top right corner of data source tab. Live Connection directly connects to a data source. Extract connection extracts the data from data source and creates a local copy in Tableau repository. The procedure for creating an extracting filter is given as follows.

Step 1) After connecting the text file into Tableau,

  • Click on “Extract” radio button as shown in the figure.

This will create a local copy in Tableau repository.


Step 2) Next,
  1. Click on the ‘Edit’ option placed near to Extract button.
  2. It opens “Extract data” window. Click on ‘Add’ option present in the Window.

Step 3) “Add Filter” Window is open to select the filter conditions.


You can choose any of the fields and add as extract filter. In this example, we have selected’Category’ as extract filter.
  1. Select ‘Category’ from the list
  2. Click on ‘OK.’

Once you click on OK button, it opens a filter window.

The filter window has multiple options to filter ‘Category’ based on various use case. All the use cases and its filter conditions are explained below.

Filter condition in Tableau

Use Case 1: Select from List

By default, filter window opens the “Select from List” option. You can include or exclude the members present in the field using this option.

To include you can

  1. Select the members
  2. Click on OK.

To exclude the selected members,

  1. Click on exclude checkbox
  2. Select the members to exclude
  3. Click on OK.

There are two more option in the “Select from List”.

  1. All
  2. None

All:

This option includes or excludes all members present in the field. In this example, all members are included by clicking on “All” option.

Step 1)

  1. Select ‘All’ option.
  2. Click on OK

Step 2) Next,

  1. It shows extract data filter. The filter condition is also added in the extract filter window.
  2. Click on OK to add the extract filter.

To exclude all the members in the list, first, click on ‘Exclude’ button. Then select ‘All’ option and click on OK. This procedure adds the filter in extract data filter window.

None:

If you want clear all the selection made in the filter window and start a new selection, you can use this ‘none’option. None option clears all the selection made in the filter window. Once it is cleared you can select the new members.

  1. Click on the ‘None’ option. Select the new members to be added as filter.
  2. Click on OK to add the extract filter.

Use Case 2: Custom Value List

A custom value list allows the user to type the member name and filter the field accordingly. A custom value list can be created by following the given procedure.

Step 1) In the Filter Screen

  1. Click on “Custom value list” radio button.
  2. Type the member name.
  3. Click on ‘+’ symbol to add the name in the list.
  4. You can add multiple members in the list and click on OK

There is an option in the window “Include all values when empty.” It can be selected to include all values present in the field when the selected member has no data.

Clear List option clears the customs value list.

Use Case 3: Use all

This option selects all the members present in the field.

Use case 4: Wildcard

Wildcard option is used to filter the fields based on given wildcard match. Users can type the character and filter the field based on the match. The different types of matches are given as follows.

ContainsSelect the members if the member name contains typed characters.
Starts withSelect the members if the member name starts with typed characters.
Ends withSelect the members if the member name ends with typed characters.
Exactly matchesSelect the members if the member name exactly matches with typed characters.

Step 1)

  1. Select the “Wildcard” tab.
  2. Type the characters to match.
  3. Select the type of match. In this example “Contains” match type is selected.
  4. Click on OK.

Use Case 5: Filter on Condition

This option is used to filter the data set by giving several conditions. Filer condition based on field is given below.

By Field:

  1. Select the ‘Condition’ tab in Filter Window.
  2. Click on radio button ‘By field.’
  3. Select the name of the field to be filtered from the drop-down list.
  4. Select the aggregation type like Sum, average and median from the drop-down list.
  5. Choose the operator from the drop-down.
  6. Enter the value to filter the selected field.
  7. Click on OK.

In the above example, the dataset is filtered to see the data where the sum of sales is greater than 1000.

The range of Values:

This option shows the minimum and maximum value of the selected field by clicking on ‘Load’ button. It can be used to refer the values.

Filter Condition by Formula:

You can write a formula to filter the dataset using this option. The procedure is explained below.

Steps:

  1. Click on radio button ‘By formula.’
  2. Enter the formula in the box as shown in the figure.
  3. Click on Ok.

In the above example, the written formula filters the data where sum of sales is greater than 1000.

Use Case 6: Top or bottom filters

This option is used to select top or bottom ‘n’ number of records.

By Field:

Step 1)

  1. Select ‘Top’ tab from the filter window.
  2. Click on radio button ‘By field’.

Step 2)

  1. Select ‘Top’ or ‘Bottom’.
  2. Choose the number of records.
  3. Select the field.
  4. Choose the aggregation type.
  5. Click on Ok.

In the above example, the filter restricts the data set to show top 10 records based on the sum of sales.

By Formula:

The top or bottom condition can also be given through formula.

Steps:

  1. Click on the radio button ‘By Formula’.
  2. Select ‘Top’ or ‘Bottom’.
  3. Choose the number of records.
  4. Enter the formula.
  5. Click on OK.

In the above example, the formula was written to show top 10 records based on the sum of sales.

Data Source Filter:

A data source filter is used to filter the data in data source level. It can restrict the records present in the data set. This filter is similar to extract filter on securing the data. But data source filter and extract filter is not linked to each other. Data source filter works on both live and extracts connection. The procedure to select data source filter is given as follows.

Step 1) Click on the ‘Add’ button placed on the top right corner of the data source tab.

Step 2) It opens the ‘Edit Data Source Filters’ Window. Click on ‘Add’ Option present in the window.

After clicking on ‘add’ button, follow the remaining steps from the topic ‘Extract Filters’ -> Step 3.

Context Filter:

A Context filter is an independent filter that can create a separate dataset out of the original data set and compute the selections made in the worksheet. One or more categorical filter that separates the dataset into major parts can be used as a context filter. All other filters used in the worksheet works based on the selection of context filter. The functions of context filters can be explained through an excel sheet.

The figure shows a sample dataset. From the dataset, it is identified that ‘Category’ can be used as context filter as it can divide the dataset into major parts. Once the filter is applied to the dataset, the following data can be obtained.

When the category “Furniture” is selected, the data available in the particular category is shown in the figure. Other filters that can be applied in the sheet will be dependent on the category filter. This is the basic function of using context filter. Tableau creates a temporary dataset in repository engine based on the context filter selection. Once context filter is selected, all other selections and filters depend on the selection of specific context filter. The temporary table or data set that is created on selecting context filter loads whenever the context filter is changed.

Apply Context Filters in Worksheet:

Any dimension can be added as context filter by following the steps given below:

Step 1) The dimension to be added as context filter needs to be added in filter section box as given in the image.

Step 2) Right click on the dimension added in the filter section and select “Add to Context” option.

Step 3) Once the filter is selected as a context filter, the color of dimension box changes to grey color. This grey color box is an indication of context filter.

Removing Context Filter:

Any context filter can be changed back to normal filter by selecting the “Remove from Context” option which is available when right-clicking on the dimension. The color of dimension box will also change back to blue color as an indication.

Advantages of Using Context Filters:

Improve Performance:

When context filter is used in large data sources, it can improve the performance as it creates a temporary dataset part based on the context filter selection. The performance can be effectively improved through the selection of major categorical context filters.

Dependent Filter Conditions:

Context filters can be used to create dependent filter conditions based on the business requirement. When the data source size is large, context filter can be selected on the major category, and other relevant filters can be executed.

Dimension Filters:

When a dimension is used to filter the data in a worksheet, it is called as Dimension filter. It is a non-aggregated filter where a dimension, group, sets and bin can be added. A dimension filter can be applied through the top or bottom conditions, wildcard match and formula.

The members present in a dimension can be included or excluded from the list using this filter. Dimension filter can be shown in a sheet or dashboard to change the filter condition dynamically. The process for adding a dimension as the filter is given as follows.

Step 1) Go to a worksheet as given in above topics and follow the steps.

  1. Select a dimension from the dimension list. In this example ‘Category’ is chosen from the dimension list. Drag the dimension into ‘Filters’ box.
  2. It opens the ‘Filter’ Window. Select the member from the list.
  3. Click on OK.

The above procedure filters data set to show the records only for category ‘Furniture.’

Measure Filter:

A measure filter can filter the data based on the values present in a measure. The aggregated measure values can be used in measure filter to modify the data. A measure filter can be applied in a worksheet by following the procedure.

Step 1) Go to a Worksheet

  1. Select a measure present in the Measures tab. In this example, ‘Sales’ is selected. Drag the measure into ‘Filter’ box.
  2. It opens a ‘Filter field’ window. Select any of the aggregation from the list. In this example, Sum is taken as aggregation type.
  3. Click on ‘Next’ button.

Step 2) It opens a window where you need to select the range of values. The other types of options present in the window are given as follows.

Range of valuesMinimum and maximum range of measure value can be given and filtered.
At leastA minimum value of a measure is given to filter the data.
At mostA maximum value of a measure is given to filter the data.
SpecialAn option to select null or non-null values and filter the data.
  1. Select the range of values. You can modify the upper and lower limit for the range of values.
  2. Click on OK.

The above example filters the data set based on the sum of sales value between 0 and 22638.

Custom or Quick Filter:

Filters can be customized based on the user selection. The filters can customize worksheets and dashboards to modify the data dynamically. The procedure to customize the filter is given as follows.

Step 1) Add the ‘Category ‘filter as shown in the topic Dimension filter.

  1. Right-click on the filter added.
  2. Select ‘Show Filter’ option.

Step 2) It shows the ‘Category’ filter box in the right side of the worksheet. By default, the filter shows the multi-value list as shown in the figure.

Step 3) You can select or unselect members present in the filter and modify the data.

User Filter:

User filter secure the row level data present in a dataset. It can be used when publishing the workbook on a server. Different filter conditions can be applied for different users. For example, assume there are three departments in a firm namely Furniture, Office Supplies, and Technology. By using the user filter, we can allow the users to show only the data relevant to their department. i.e., Users from ‘Furniture’ department can only see the data from category ‘Furniture’. This can assure the security of row level data. The procedure to apply the user filter is given as follows.

Step 1)

  1. Click on the Server option present in the Menu bar.
  2. Hover over the ‘Create User Filter’ option.
  3. Select the field to create user filter. In this example, the category is selected as user filter.

Step 2)

  1. It opens a ‘Tableau Server Sign in’ window.
  2. Click on ‘Tableau Online’ option present in the window.

Step 3)

  1. It opens a Tableau Online Sign in Window. Enter your registered email id and password.
  2. Click on Sign In option.

Step 4) It opens a ‘User Filter’ window. Follow the below steps to add user filter.

  1. Enter a name for the user filter.
  2. Select a user form the user’s list.
  3. Check in the required members need to show for the selected member.
  4. Click on OK.

It creates a user filter in Tableau. You can view the user filter under sets pane as shown below.

When the workbook is published in the server, only the filtered data is shown to the user. User filter can be created for multiple users to secure the data.

Summary:

  • Tableau has features to organize and simplify the data present in the data set.
  • Filter restricts the number of records present in data set based on given condition.
  • Various types of filters used in Tableau are extract filters, data source filters, context filters, dimension filters and measure filters.
  • Extract filters modify the data in the local copy of data set which is extracted from the data source.
  • Data source filters modify the data based on given condition. These filters apply on both live and extract connection.
  • Context filter creates a temporary table in Tableau engine and acts as a primary filter. All the other filters applied on a worksheet depend on the Context filter.
  • When a dimension is used to filter the data, it is called as dimension filter. It can include or exclude the members present in the dimension.
  • When a measure is used to filter the data, it is called as measure filter. It can modify the data based on the comparison of measured value.
  • A quick or custom filter is used to modify the filter condition dynamically.
  • User filters secure the row level data published in a server.
  • Users can sort the fields present in the data set.
  • Groups can be building to group the members present in a dimension.
  • Users can build hierarchy to show the granularity level present in the dataset.
  • Sets can be created to select or exclude one or more members from a field. A set can be added as a separate dimension in Tableau.
Sours: https://www.guru99.com/filter-data-tableau.html
Veröffentlicht: 22 May 2014
Zuletzt geändert am: 08 Jan 2019

Frage

How to filter a table calculation by another table calculation. For example, if the original table calculation is a percent of total sales per customer and the view should be filtered to only the top 10 customers, which is determined by rank, then the percent of total will still be calculated over all customers.

Umgebung

Tableau Desktop

Antwort

Add the table calculation filter to the syntax of the other table calculation using an IF statement.

The attached example workbook uses the sample data set Superstore to demonstrate the following directions:

Step 1: Set up the view

  1. Drag [Customer Name] to the Rows shelf
  2. Drag [Sales] to Text on the Marks card
  3. Right-click [Sales] on the Marks card and select Quick Table Calculation > Percent of Total
  4. Right-click [Sales] on the Marks card and select Compute Using > Table (down)
  5. Select Analysis > Create Calculated Field
  6. In the Calculated Field dialog box that opens, do the following, and then click OK:
    • Name the calculated field. In this example, the calculated field is named "Rank of Sales"
    • In the formula field, create a calculation similar to the following:
  7. Drag [Rank of Sales] to the Filters shelf
  8. In the Filter dialog, select 1 to 10 for the range and click OK.


Step 2: Create the new calculation

  1. Create a new calculation and drag [Sales] from the Marks card into the calculation editor. Tableau Desktop will automatically write out the formula for percent of total sales, which will look like:


  2. Wrap each instance of SUM([Sales]) with an IF statement that will filter to ranks lower than 10. The final calculation may look like:




    Note: It is also necessary to replace the table calculation TOTAL() with WINDOW_SUM(), as TOTAL will only work with aggregations and not with more complex expressions.
  3. Replace [Sales] with the new calculation

Zusätzliche Informationen

Any table calculations on the Filters shelf will not affect any table calculations in the view. Therefore, the filter must be explicitly added to the final table calculation.

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Filter Data from Your Views

Filtering is an essential part of analyzing data. This article describes the many ways you can filter data from your view. It also describes how you can display interactive filters in the view, and format filters in the view.

Watch a Video: To see related concepts demonstrated in Tableau, watch these free training videos: Ways to Filter(Link opens in a new window) (2 minutes), Where Tableau Filters(Link opens in a new window) (4 minutes), Using the Filter Shelf(Link opens in a new window) (7 minutes), Interactive Filters(Link opens in a new window) (4 minutes), and Additional filtering topics(Link opens in a new window) (7 minutes). Use your tableau.com(Link opens in a new window) account to sign in.

Filtering Order of Operations

Before you begin filtering data in Tableau, it's important to understand the order in which Tableau executes filters in your workbook.

Tableau performs actions on your view in a very specific order; this is called the Order of Operations. Filters are executed in the following order:

  1. Extract filters

  2. Data source filters

  3. Context filters

  4. Filters on dimensions (whether on the Filters shelf or in filter cards in the view)

  5. Filters on measures (whether on the Filters shelf or in filter cards in the view)

To learn more, see Tableau's Order of Operations(Link opens in a new window).

Note: When you drag a discrete dimension to the Filters shelf, the Filter dialog box offers four tabs for filtering: General, Wildcard, Condition, and Top. The settings on each of these tabs are additive starting with the General tab; what you set on each tab will affect the filter results on each tab to the right. For details on the Filter dialog box, see Drag dimensions, measures, and date fields to the Filters shelf and Filter categorical data (dimensions).

Select to keep or exclude data points in your view

You can filter individual data points (marks), or a selection of data points from your view. For example, if you have a scatter plot with outliers, you can exclude them from the view so you can better focus on the rest of the data.

To filter marks from the view, select a single mark (data point) or click and drag in the view to select several marks. On the tooltip that appears, you can:

  • Select Keep Only to keep only the selected marks in the view.

  • Select Exclude to remove the selected marks from the view.

Note: These filtering options are not available if a Wildcard Match filter is already specified for the same field. See Drag dimensions, measures, and date fields to the Filters shelf (Link opens in a new window) to learn more about Wildcard Match filters.

You can also select headers to filter them from your view.

To filter entire rows or columns of data from your view, select the header in the view. On the tooltip that appears, select to Exclude or Keep Only the selected data.

When you select a table header that is part of a hierarchy, all of the next level headers are also selected. For example, the view shown below consists of two unrelated dimensions placed on the Columns shelf, and two levels of the same hierarchy placed on the Rows shelf.

The selected row headers include the Furniture member of the Category dimension, and the Binders and Labels members of the Sub-category dimension. When Furniture is selected, all members from the next (inner) level in the hierarchy are automatically selected. In this case, that means the Bookcases, Chairs, Furnishings, and Tables members.

Drag dimensions, measures, and date fields to the Filters shelf

Another way to create a filter is to drag a field directly from the Data pane to the Filters shelf.

When you add a field to the Filters shelf, the Filter dialog box opens so you can define the filter. The Filter dialog box differs depending on whether you are filtering categorical data (dimensions), quantitative data (measures), or date fields.

Filter categorical data (dimensions)

Dimensions contain discrete categorical data, so filtering this type of field generally involves selecting the values to include or exclude.

When you drag a dimension from the Data pane to the Filters shelf in Tableau Desktop, the following Filter dialog box appears:

  • General: Use the General tab to select the values you want to include or exclude.

  • Wildcard (Tableau Desktop only): Use the Wildcard tab to define a pattern to filter on. For example, when filtering on email addresses you might want to only include emails from a specific domain. You can define a wildcard filter that ends with "@gmail.com" to only include Google email addresses.

  • Condition: Use the Condition tab in the Filter dialog box to define rules to filter by. For example, in a view showing the average Unit Price for a collection of products, you may want to only show the Products that have an average unit price that is greater than or equal to $25. You can use the built-in controls to write a condition or you can write a custom formula.

  • Top: Use the Top tab in the Filter dialog box to define a formula that computes the data that will be included in the view. For example, in a view that shows the average Time to Ship for a collection of products, you can decide to only show the top 15 (or bottom) products by Sales. Rather than having to define a specific range for Sales (e.g., greater than $100,000), you can define a limit (top 15) that is relative to the other members in the field (products).

Important Note: Each tab adds additional definitions to your filter. For example, you can select to exclude values under the General tab, and also add limits under the Top tab. Selections and configurations from both tabs are applied to your filter.

At any time, you can see the definitions of your filter under Summary on the General tab.

Filter quantitative data (measures)

Measures contain quantitative data, so filtering this type of field generally involves selecting a range of values that you want to include.

When you drag a measure from the Data pane to the Filters shelf in Tableau Desktop, the following dialog box appears:

Select how you want to aggregate the field, and then click Next.

In the subsequent dialog box, you're given the option to create four types of quantitative filters:

Range of Values: Select the Range of Values option to specify the minimum and maximum values of the range to include in the view. The values you specify are included in the range.

At Least: Select the At Least option to include all values that are greater than or equal to a specified minimum value. This type of filter is useful when the data changes often so specifying an upper limit may not be possible.

At Most: Select the At Most option to include all values that are less than or equal to a specified maximum value. This type of filter is useful when the data changes often so specifying a lower limit may not be possible.

Special: Select the Special option to filter on Null values. Include only Null values, Non-null values, or All Values.

Note: If you have a large data source, filtering measures can lead to a significant degradation in performance. It is sometimes much more efficient to filter by creating a set containing the measure and then apply a filter to the set. For more information about creating sets, see Create Sets(Link opens in a new window).

Filter dates

When you drag a date field from the Data pane to the Filters shelf in Tableau Desktop, the following Filter Field dialog box appears:

You can select whether you want to filter on a relative date; filter between a range of dates; or select discrete dates or individual dates to filter from the view.

  • Filter relative dates: Click Relative dates to define a range of dates that updates based on the date and time you open the view. For example, you may want to see Year to Date sales, all records from the past 30 days, or bugs closed last week. Relative date filters can also be relative to a specific anchor date rather than today.

  • Filter a range of dates: Select Range of dates to define a fixed range of dates to filter. For example, you may want to see all orders placed between March 1, 2009 and June 12, 2009.

  • Filter discrete dates: Select a discrete date value in the dialog box if you want to include entire date levels. For example, if you select Quarters, you can choose to filter specific quarters (e.g. Q1, Q2, Q3, Q4) from your view, regardless of the year.

    Latest date preset: If you want to ensure that only the most recent date in a data source is selected in the filter when the workbook is shared or opened, select a discrete date such as Month/Day/Year or Individual Dates and then, on the General tab, select Filter to latest date value when workbook is opened.

    Notes: When you filter to the latest date value, this setting applies only to data source filters in a workbook.

    In the order of operations, the latest date filter is global to the workbook, while context filters apply per worksheet. The latest date is determined just after the workbook opens for first use, after data source filters, but before context filters. At that point the date is set, and the latest date preset is used as a dimension filter.

    If you are using additional filters in views (including relative date filters and context filters), the latest date value setting may result in an empty view with no data when those additional filters do not select data from the latest date in the database.

    On Tableau Server and Tableau Online, presets are applied when the view first loads in the browser, but not when the browser or data is refreshed.

  • Filter individual dates: Select Individual dates to filter specific dates from your view.

  • Additional date filter options: When you select Relative dates or Range of dates, the Filter dialog box opens. In that dialog box, you can define a Starting date or Ending date. You can also select Special to include null dates, non-null dates, or all dates.

Filter table calculations

To create a table calculation filter, create a calculated field, and then place that field on the Filters shelf.

Filters based on table calculations do not filter out underlying data in the data set, because table calculation filters are applied last in the order of operations. This means Tableau evaluates any table calculations in the view first, and then applies table calculation filters on the results in the current view.

Apply table calculation filter to totals

When you show totals in a view and you want a table calculation filter to apply to the totals, you can select Apply to totals in the drop-down menu for that filter (on the Filters shelf). This option lets you decide when a table calculation filter should be applied to totals.

This options is available when you show totals in the view, and you add a table calculation filter to the view. Select Apply to totals to apply the table calculation filter to all of the results in the table, including the totals.

Display interactive filters in the view

When an interactive filter is shown, you can quickly include or exclude data in the view.

Note: In web authoring, interactive filters are automatically added to the view when you drag a field to the Filters shelf.

To show a filter in the view:

  1. In the view, click the field drop-down menu and select Show Filter.
  2. The field is automatically added to the Filters shelf (if it is not already being filtered), and a filter card appears in the view. Interact with the card to filter your data.

Note: In Tableau Desktop, you can add an interactive filter to the view for a field that is not currently used in the view. To do so, In the Data pane, click the field drop-down menu, and then select Show Filter.

Set options for filter card interaction and appearance

After you show a filter, there are many different options that let you control how the filter works and appears. You can access these options by clicking the drop-down menu in the upper right corner of the filter card in the view.

Some options are available for all types of filters, and others depend on whether you’re filtering a categorical field (dimension) or a quantitative field (measure).

You can customize how filters appear in the view, in dashboards, or when published to Tableau Server or Tableau Online.

Here are some of the general filter card options:

  • Edit Filter - This option opens the main Filter dialog box so you can further refine the filter by adding conditions and limits.

  • Remove Filter - Removes the filter from the Filters shelf and removes the filter card from the view.

  • Apply to worksheets - Allows you to specify whether the filter should apply to only the current worksheet or be shared across multiple worksheets. For more information, see Apply Filters to Multiple Worksheets.

  • Format Filters (Tableau Desktop only) - Customize the font and colors of all your filter cards in the view.

  • Only relevant values - Specifies which values to show in the filter. When you select this option other filters are considered and only values that pass these filters are shown. For example, a filter on State will only show the Eastern states when a filter on Region is set. You can use the toggle at the top of the filter card to switch between this option and the All Values in Database option.

  • All values in hierarchy - Specifies which values to show in the filter. When you create a filter from a hierarchical field, this option is selected by default. Filter values are displayed based on relevance of the parent/child relationships in the hierarchy.

  • All values in database - Specifies which values to show in the filter. When you select this option all values in the database are shown regardless of the other filters on the view.

  • All values in context (Tableau Desktop only) - When one of the filters in the view is a context filter, select this option on a different filter to only display values that pass through the context filter. For more information, see Improve View Performance with Context Filters.

  • Include values - When this option is selected, the selections in the filter card are included in the view.

  • Exclude values - When this option is selected, the selections in the filter card are excluded from the view.

  • Hide Card (Tableau Desktop only) - Hides the filter card but does not remove the filter from the Filters shelf.

Filter card modes

You can control the appearance and interaction of your filter card in the view by selecting a filter card mode.

To select a filter card mode, in the view, click the drop-down menu on the filter card and then select a mode from the list.

The types of filter card modes you see in the list of options depend on whether your filter is on a dimension or a measure. Below you can find brief descriptions of the types of filter card modes available for dimensions and measures.

For dimensions, you can choose from the following filter modes:

  • Single Value (List): Displays the values of the filter as a list of radio buttons where only a single value can be selected at a time.

  • Single Value (Dropdown): Displays the values of the filter in a drop-down list where only a single value can be selected at a time.

  • Single Value (Slider): Displays the values of the filter along the range of a slider. Only a single value can be selected at a time. This option is useful for dimensions that have an implicit order such as dates.

  • Multiple Values (List):Displays the values in the filter as a list of check boxes where multiple values can be selected.

  • Multiple Values(Dropdown): Displays the values of the filter in a drop-down list where multiple values can be selected.

  • Multiple Values (Custom List): Displays a text box where you can type a few characters and search for the value. Alternatively, you can type or paste a list of values into the text box to create a custom list of values to include.

  • Wildcard Match: Displays a text box where you can type a few characters. All values that match those characters are automatically selected. You can use the asterisk character as a wildcard character. For example, you can type “tab*” to select all values that begin with the letters “tab”. Pattern Match is not case sensitive. If you are using a multidimensional data source, this option is only available when filtering single level hierarchies and attributes.

For measures, you can choose from the following filter modes:

  • Range of Values/Dates: shows the filtered values as a pair of sliders that you can adjust to include or exclude more values. Click on the upper and lower limit readouts to enter the values manually.

    The darker area inside the slider range is called the data bar. It indicates the range in which data points actually lie in the view. Use this indicator to determine a filter that makes sense for the data in your data source. For example, you may filter the Sales field to only include values between $200,000 and $500,000 but your view only contains values between $250,000 and $320,000. The range of data you can see in the view is indicated by the data bar while the sliders show you the range of the filter.

  • Note: Data bars only show in filters where the filtered field is also used in the view (e.g., on Columns, Rows, or on the Marks card, and son on) and are at the same aggregation level as the field on the Filters shelf. For example, a filter on SUM(Sales) will only display data bars if the SUM(Sales) field is used in the view. It won't show if AVG(Sales) is used in the view. Even though in both scenarios, the filtered field, Sales is used in the view; in the latter case the aggregation is different than the aggregation of the filter.

  • At Least/Starting Date: shows a single slider with a fixed minimum value. Use this option to create a filter using an open ended range.

  • At Most/Ending Date: shows a slider with a fixed maximum value. Use this option to create a filter using an open ended range.

  • Relative to Now: this option shows a control where you can define a dynamic date range that updates based on when you open the view. The option is only available for filters on continuous date fields.

  • Browse periods: shows common date ranges such as past day, week, month, three months, one year, and five years. This option is only available for filters on continuous date fields.

Note: When you expose a filter for Measure Values or Measure Names as a single value list, selecting All will automatically convert the filter to a multiple values list. For information on Measure Values and Measure Names, see Measure Values and Measure Names.

Customize filter cards

In addition to the general filter options and the filter modes, you control how your filter appears in the worksheet, on dashboards, or when published to the web even further in Tableau Desktop.

To customize filters, click the filter card drop-down menu and select Customize.

You can select from the following options:

  • Show “All” Value - toggles whether to show the “All” option that displays by default in multiple values and single value lists.

  • Show Search Button - toggles whether to show the search button at the top of the filter.

  • Show Include/Exclude - toggles whether to show the Include Values and Exclude Values commands on the filter card menu. When shown, users can switch the filter between include and exclude modes.

  • Show Filter Types - toggles whether to let users change the type of quick filter shown. For example, when shown, a user can change a multiple values list to a compact list.

  • Show More/Fewer button - toggles whether to show the More/Fewer button at the top of the filter.

  • Show All Values button - toggles whether to display the Show All Values button on the filter card.

    Whenever data is excluded in the filter, the small red "x" appears on the Show All Values button. When all values are showing, the red "x" disappears.

  • Show Apply Button - toggles whether to show the Apply button at the bottom of the filter. When shown, changes to the filter are only applied after you click the button. Pending changes are indicated with a green color. This option is only available in multiple values lists and dropdowns. This options is available in web authoring.

  • Show Readouts - controls whether the minimum and maximum values are displayed as text above a range of values. The readouts can be used to manually type a new value instead of using the sliders.

  • Show Slider - controls whether the slider displays. When this option is cleared, the filter only displays the readouts.

  • Show Null Controls - shows a drop-down list that lets you control how the filter handles null values. You can select from values in a range; values in a range and null values; null values only, non-null values, or all values.

  • Note: Not all of the above options are available for views published to Tableau Server or Tableau Online.

See Also

Other articles in this section

Sours: https://help.tableau.com/current/pro/desktop/en-us/filtering.htm
Tableau - Ways To Filter
Published: 30 Nov 2015
Last Modified Date: 25 Jun 2020

Question

How to filter one or more fields without filtering the entire view.

Environment

Tableau Desktop

Answer

Create a logic calculation by using an IF / THEN statement to return a measure for only certain dimension values. The dimension value could be hard-coded or could be dynamically defined with a parameter or set.

The directions below start from the worksheet "Original" in the workbook "", which is downloadable from the right-hand pane of this article. Directions for creating the worksheet "Original" and demonstrations of all of the variations are also included in the workbook.

Variation 1: Hard-coding a dimension value

  1. Select Analysis > Create Calculated Field
  2. In the Calculated Field dialog box that opens, do the following, and then click OK:
    1. Name the calculated field. In this example, the calculated field is named "Sales Label (variation 1)"
    2. In the formula field, create a calculation similar to the following:

      IF DATEPART('year', [Order Date]) = 2019
      THEN [Sales]
      END

      The above calculation will return the measure [Sales] if the [Order Date] is in the year 2019. Otherwise the calculation will return NULL. An "ELSE 0" could be added before the "END" to return zero instead of NULL.

      Other conditions could be used such as [Order Date] = #1/1/2019# to filter to a specifc date, or [Segment] = "Consumer" to filter to a specifc text value. The important part is to make sure the value after the equal sign is the same type of data as the dimension.
  3. Replace [Sales] on Label with [Sales Label (variation 1)]

Variation 2: Use parameters

  1. Select Analysis > Create Calculated Field
  2. In the Calculated Field dialog box that opens, do the following, and then click OK:
    1. Name the calculated field. In this example, the calculated field is named "Year of Order Date"
    2. In the formula field, create a calculation similar to the following:

      DATEPART('year', [Order Date])

      Steps 1 & 2 create a field that contains only the year date part of [Order Date] as an integer value. The [Year of Order Date] field makes it easier to create a parameter, but otherwise is not necessary
  3. In the data pane, right-click the [Year of Order Date] field and select Create > Parameter…
  4. In the Create Parameter dialog box do the following and click OK
    1. In the Name text box, type a name. In this example I will call the parameter "Select a year"
    2. Under Properties, in the Data type list, select integer
    3. Under Allowable values, select List
    4. In the Display Format dropdown, select Number (custom) and set the format to 0 decimal places and uncheck include thousands separators
    • Starting in Tableau Desktop 2020.1 parameters can pull list values from a field in the data source by selecting a field in the When workbook opens dropdown.
  5. Right-click [Select a year] in the data pane and select Show Parameter Control
  6. Create a calculated field with a name like "Sales Label (variation 2)" with a calculation similar to the following:

    IF DATEPART('year', [Order Date]) = [Parameters].[Select a year]
    THEN [Sales]
    END

    Note: The syntax "[Parameters]." is automatically added when a parameter has the same name as another field in the data source.
  7. Replace [Sales] on Label with [Sales Label (variation 2)]

Variation 3: Use set controls

Starting in Tableau Desktop 2020.2, set controls can be shown to allow end users to change the values in sets.
  1. Select Analysis > Create Calculated Field
  2. In the Calculated Field dialog box that opens, do the following, and then click OK:
    1. Name the calculated field. In this example, the calculated field is named "Year of Order Date"
    2. In the formula field, create a calculation similar to the following:

      DATEPART('year', [Order Date])
  3. Right-click [Year of Order Date] and select Convert to Dimension

    Steps 1-3 create a dimension that contains only the year date part of [Order Date] as an integer value. The [Year of Order Date] field is required to make a set of years because sets must be built off of fields in the data source.
  4. In the data pane, right-click the [Year of Order Date] field and select Create > Set…
  5. Give the set a name and click OK. In this example, the set is named "Select a year"
  6. Create a calculated field with a name like "Sales Label (variation 3)" with a calculation similar to the following:

    IF [Select a year]
    THEN [Sales]
    END

    The above calculation will return the measure [Sales] if the [Order Date] is in a user selected year. Otherwise the calculation will return NULL. An "ELSE 0" could be added before the "END" to return zero instead of NULL.

    Sets are Boolean fields that return either TRUE or FALSE. Therefore the set by itself is the entire condition.
  7. Replace [Sales] on Label with [Sales Label (variation 3)]
  8. Right-click the set [Select a year] in the data pane and check Show Set

Additional Information

Parameters versus Sets

  • Parameters can only hold a single value, whereas set controls allow for multi-select.
  • Parameters can hold any arbitrary values, whereas sets are always tied to a field in the data source. Although those field values can be re-aliased.
  • Parameters can be used to filter across data sources that have no relationship. See Filtering Across Multiple Data Sources Using a Parameter Sets can only filter across data sources when there is a relationship set up between data sources. See Filter Data Across Multiple Data Sources
  • Parameters can be used in dashboard text objects or titles, whereas sets (or calculated fields using sets) can only be used in worksheets elements because sets are part of the data source.
  • Sets will always update when new data is brought into the data source. Parameters can be set up to bring in new data. See step 5 in Create Parameters


This solution can be nested inside of other calculations. For example, it might be included in level of detail (LOD) calculation like
{INCLUDE [Dimension]: SUM(IF [Dimension] = 'FilterValue' THEN [Non-Aggregated Measure] END)}



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Sours: https://kb.tableau.com/articles/howto/including-filters-in-calculations-without-including-them-on-the-filter-card

Formula tableau filter

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What are the types of filter available in Tableau - Tableau Filters Tutorial - Tableau Training

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