Working with Data

DATAVISUALIZATIONWITHTABLEAUONLINE

TUTORIAL

Training Guide Fundamentals

From TechAndMate

WORKING WITH DATA

In Data Visualization with Tableau Online Tutorial we will discuss the “working of data”.

We have the following topics to understand the working of data.

Filters Sorts Groups Hierarchies Sets

IN TODAY’S SESSION LET’S FIRST ONLY FOCUS ON

FILTERS

TABLEAU FILTERS

Filters are easily created by dragging a measure or dimension to the Filters card.

Can be created directly on the shelf by right clicking the pill and choosing to filter. Once a filter is created on the shelf, you can also see that

the filter is shown on the filters card.

Filters look very different depending on the type of data being filtered. Text Data Numeric data Dates

Text Data: Drag a text field from Dimensions to the filters card.

FILTERING TEXT

FILTERING NUMERIC

Drag a Measure to filters card. Notice that first you must identify what to filter on:

Next you decide how you want the number to filter: You can filter by a range, between two values (ex, more than 0

and less than 1000)

You can choose a value to be at least some value (no less than 0 for example)

You can choose that a value be no more than some value, (ex: all sales less than $1000.00)

You can decide how to handle special values. Choose to filter on

All Values Only Null values Only Non Null Values

FILTERING NUMERIC

FILTERING NUMERIC VALUES

QUICK FILTERS

A Quick filter is a simple selection list available to the end user to filter.

Quick filters can easily be created from any value.

Usually quick filters are best used with dimension values.

To create a quick filter, choose any pill in your view, right click and choose ‘ Show Quick Filter’

The quick filter will appear on the screen and its usefulness can be changed by hovering over the quick filter and clicking on the down arrow in the upper right hand corner.

QUICK FILTERS PROPERTIES

Edit Filter brings you back to the same filter

screen you get when you drag the value to the Filters card. Here you can also limit the value by wildcard, condition, or TopN.

Clear Filter Completely removes the quick filter

and any associated filter from the view. Apply to worksheets

Here you can set the filter on one sheet to filter every other sheet using the same data source, or you can choose which sheets to filter. Default is set to ‘Only this worksheet’

***Only works on same datasource! Customize

Various options, important are the search button and the ability to add or remove the (All) option for the filter. Default checks all.

You can Show Title and even Edit Title.

Only Relevant values allows for dynamic cascading.

All values in database does not allow for dynamic cascading.

Choose how to show the filter.

QUICK FILTERS PROPERTIES

YOU TRY IT!

Lets Take 15 minutes to try and complete the Filter.

If you face any difficulty please post your question here under Tableau Tag: TechandMate Knowledgebase

We’ll love to answer your queries!

Till then…

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