How To Add A Filter To A Tableau Dashboard

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How To Add A Filter To A Tableau Dashboard – This post is the second in a series of posts designed for Tableau users who are interested in learning about Power BI, or for Power BI users who are interested in how the same features are available in Tableau. In a recent article, David Alderveld detailed Power BI’s filtering capabilities and some best practices for using them. In this post, we’ll see how filters in Power BI work like slicers in Tableau, and how they work differently.

Although filtering in Tableau and Power BI is quite similar, there are some details to be aware of. Let’s take a look at how you can use filters on both platforms.

How To Add A Filter To A Tableau Dashboard

It’s important to note that unlike Power BI, any filters you want to make available to users in Tableau must be available in your dashboard after being published to the Tableau server.

The Tableau Order Of Operations

Adding a filter to Tableau is a little different than adding a slice to Power BI. To understand the difference, let’s first start with how the reports and dashboards are created in each program.

In Power BI, all report visuals are added to one tab at a time. These report elements can be edited using the panels that appear on the right side of the screen. In Tableau, you first create each chart element in its own unique tab called worksheets. There are different types of tabs called dashboards that you add worksheets to to create your own dashboard (similar to a report in Power BI).

When adding a slice to Power BI, you first need to click on the Visualization slice type in the Visualization panel, which will add the slice template to the report tab. Then drag the desired field from the Fields panel to fill the separator. By default, the snippet will be applied at the data model level for the entire report tab. If you select a value in the separator, all chart elements will be filtered on that tab.

In our Tableau worksheet, I dragged the [FBS Conference] field into the filter panel on a worksheet in the dashboard. When I returned to my dashboard view, I selected the drop-down menu from the sheet to which I added the [FBS Conference] field and then selected Filters / [FBS Conference]. By default, this filter will only apply to the worksheet from which I originally selected the field.

Stop Tableau From Destroying Your Dashboard Layouts

After you apply a Power BI slicer to your report, you can customize how the slicer is applied to different chart elements. To customize what the slice applies to, click the slice, click the Format tab at the top, then select Edit Interactions. This will show you options for how the slice interacts with each chart element in your report. You can choose whether this slice has filtering, highlighting, or no effect on any element of the chart.

In Tableau, when I insert this filter, the only worksheet that this filter applies to is the worksheet that the field was originally taken from. To apply it to more than one worksheet only, you should click the drop-down button on the filter and select Apply to Worksheets. This will allow you to choose different ways to filter your data. In this case, we’ll choose Selected Workbook and choose which worksheets to apply this filter to.

While most of the slicing features in Tableau and Power BI are quite similar, not being able to find wildcard values ​​in Power BI can definitely be seen as a disadvantage. Power BI has two slice options: List or Dropdown. If you use slices instead of filters in the Filters panel, your options will be more limited than the filters available in Tableau.

Tableau has a wide variety of options you can use for your filters. The biggest difference between the two is the ability to use pattern wildcards. You can enter a whole word or part of a word in the hint and anything that matches either way will be returned. In our example of filtering by FBS conference, if we enter “Conf” it will return every conference since they all end with the word “conference”.

Handling Multiple Action Filters In Tableau

If you want to take your on-page slicers to the next level, consider some custom visuals, including those from SmartFilter Pro. This special slicer allows you to enter your own values ​​into the slicer, if you’re not sure of the value you want, or you have so many values ​​that scrolling down the list doesn’t make sense.

Thanks for reading! I hope you enjoyed this blog post. If you have any questions, comments, or feedback, please email me at spencer.baucke@tessellationconsulting.com Here’s a scenario: You’re building a Tableau dashboard with lots of information and its Want to improve the end-user/trader experience through Created using actions on the dashboard, using Pop Open Sheets.

As a trusted provider of business intelligence best practices, we rely on Tableau Consulting and Tableau Server Deployment. So we want to help you understand the process a little better.

Problem: You have a filter that is specific to an open popup sheet, and also need to hide it when the sheet is hidden so as not to confuse users.

Tableau Actions [overview Of All 5 Tableau Dashboard Actions]

Solution: Use a special floating technique that allows you to hide the filter outside the dashboard until the action starts, allowing the filter to open right next to the sheet. A few things to note before starting:

This is a simple yet effective way to achieve the above solution. Let’s use a supermarket for this demonstration.

If you just want to tear through the book, here’s the downloadable final result. Select any icon in the image below…

Let’s start by creating the show/hide sheet first. For this demo, I’m going to use the Shipping Dashboard time series, which is standard in the Superstore demo workbook, and the filter I’ll want to show and hide will be the date range slider from order date. has been made.

Using Sets To Filter In Tableau

If the sheet space is a large empty space, you need to remove the fixed size from the container by clicking the pin icon. This will allow it to fall.

The dashboard should now be completely hidden by the random date slider at the bottom of the top panel, which is now useless because you can’t see the sheet it’s targeting. This confuses end users and is a poor experience from a user interface perspective.

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How To Create A Week Number Filter With Date Range In Tableau

Now hide the filter so that it is visible only when the corresponding sheet is open. To do this, we will apply a filter and it will appear in the field of view when the dashboard is activated.

Now for the hard part. Basically, we have to place the filter outside the dashboard and use a blank open sheet that will open the filter when a trend is detected.

You should now have a completely blank slate. Go back to the dashboard and drag the floating horizontal container onto the dashboard (Ctrl + click and drag the horizontal container). Now we’ll put the filter and title page inside this container, make it wide enough to go off-screen, and make sure our actions target the title page to create a show/hide effect.

Now you’ll want to target it to fall like a trend by adding the cover sheet to the dashboard action.

Create Parameters In Tableau

Tableau Server Hardware Performance Tuning A customer use case that demonstrates how to measure and maximize the performance of your Tableau Server investment. | Greg Harvard’s blog

Click on any of the ticks in the dashboard and click on them and you’ll see the title page break down like a trendline. When it falls, the filter strip should move to the left. The last step is to fix the placement so that the filter panel completely disappears from the screen when the title page is collapsed.

And that’s it! You can now hide and unhide filters using the corresponding sheet in Tableau!

Still need more guidance? Tableau Certified Consultants use visualization best practices to design interactive Tableau dashboards. Talk to our team today to learn more about our Tableau consulting packages.

Applying Dashboard Filters To Worksheets In Tableau

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