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Tableau is one of the most popular tools in data visualisation and analysis that facilitates brands across all domains to leverage the reckoning potential of acquiring Business Intelligence.
Tableau filters benefit organizations because they help them present insightful data to clients and business stakeholders. This data is presented in the form of a worksheet or a dashboard. This facilitates better decision-making in business. The tableau filters can filter out sensitive data and share it only with those with access authority.
Different Types of Filters in Tableau
Filters are a smart way to collate and segregate data based on its dimensions and sets to reduce the overall data frequency for faster processing. There are six different types of filters in tableau desktop based on their various objectives and are mentioned below as per their execution steps.
1. Extract Filters
As understood by its name, the extract filters are used to extract data from the various sources, by saving a screengrab of the way it gets added on your file.
The extract filter in Tableau extracts a tiny subset of data from the primary data source. Subsequently, Tableau creates the data set’s local copy, which will be saved in the repository.
Tableau is one of the most popular tools in data visualization and analysis that facilitates brands across all domains to leverage the reckoning potential of acquiring Business Intelligence.
Tableau filters benefit organizations because they help them present insightful data to clients and business stakeholders. This data is presented in the form of a worksheet or a dashboard. This facilitates better decision-making in business. The tableau filters can filter out sensitive data and share it only with those with access authority.
Different Types of Filters in Tableau
Filters are a smart way to collate and segregate data based on its dimensions and sets to reduce the overall data frequency for faster processing. There are six different types of filters in tableau desktop based on their various objectives and are mentioned below as per their execution steps.
1. Extract Filters
As understood by its name, the extract filters are used to extract data from the various sources, by saving a screengrab of the way it gets added on your file.
The extract filter in Tableau extracts a tiny subset of data from the primary data source. Subsequently, Tableau creates the data set’s local copy, which will be saved in the repository.
The steps to create an Extract Filter in Tableau:
Connect Tableau with the text file.
Click on the “Extract button”. It will create a local copy in the Tableau source.
Select the “Edit” option from the drop-down menu close to the Extract button in the upper right corner. It will open the Extract Data window. Now select the “Add” option in the Window.
In this step, we need to select a Tableau filter condition from the “Add Filter” window. we can add any of the displayed fields as an Extract filter. Now select the category from the list and then click “OK”.
A filtered window will be shown. It depicts data that was extracted through the Extract Tableau filter. we can customize the list or use all values within the list.
2. Data Source Filter
Used mainly to restrict sensitive data from the data viewers, the data source filters are same as the extract filters in minimizing the data feeds for faster processing.
The data source filter in tableau helps in the direct application of the filter environment to the source data and quickly uploads data that qualifies the scenario into the tableau workbook. To execute such processes, we need to go to the Data Source tab and select the Add option in the upper right corner. clicking on the Add option in the menu would open in to a dialog box, where we can select the field and choose through the values we want to record. Once we press confirmation ,we shall be presented with a summary of the presets selected from the data source filters.
3.Context Filter:
A context filter is a discrete filter on its own, creating datasets based on the original datasheet and the presets chosen for compiling the data. Since all the types of filters in tableau get applied to all rows in the datasheet, irrespective of any other filters, the context filter would ensure that it is first to get processed. It can be implemented to choose sheets as and when required to optimize its performance by minimizing the data efficiently.
4. Dimension filter
Once we chosen the data, we can access the values highlighted or remove them from the selected dimension, represented as strikethrough values. We can click All or None to select or deselect based on our operation in case of multiple dimensions.
5. Measure Filters
In this filter, we can apply the various operations like Sum, Avg, Median, Standard Deviation, and other aggregate functions. In the next stage, we would be presented with four choices: Range, At least, At most, and Special for our values. Every time we drag the data we want to filter, we can do that in a specific setting.
Measure filter in tableau shows four types of filters, as mentioned below.
Range: Selects the range of values to incorporate into the result
At least: Selects a measure’s minimum value of
At most: Selects a measure’s maximum value
Special: Selects null or non-null values
6. Table Filters
The last filter to process is the table calculation that gets executed once the data view has been rendered. With this filter, we can quickly look into the data without any filtering of the hidden data.
Conclusion
This is how different types of filters in tableau work in various processes.
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