Companion Resource (Pathfinder) for Create Accurately and Interactive Dashboards with Tableau

Filtering Basics

Description

The resources on this page demonstrate how to filter in Tableau using the order of operations.  The order of operations is the process in which Tableau completes actions.  Here is more information about Tableau's Order of Operations.

 

Video Tutorial with Sample Dataset

 Ways to Filter
Filtering video tutorial with sample datasets. (2:38 minutes)

 

Links from Tableau Help

Filtering Data from Your Views:  Filtering is a best practice and this help guide will explain how to get started with Tableau.

Tableau Public Vizzes Examples

The examples below are not meant to be an exhaustive list.  We encourage you to perform your search in Tableau Public for inspiring and resourceful visualizations.  Search strategy: Keyword-filtering

  • Advanced Filtering by Mark Wu:  A resourceful viz that discusses twelve (12) types of filters.
  • How to Create a Calendar Widget for Filtering by Andy Kriebel:  This viz demonstrates how to add a calendar view in your dashboard.  It also includes an embedded video.  The entire viz demonstrates the versatility of Tableau visualizations.
  • Sorting Filtering by Tim Lens:  A resource that reinforces your learning of the topics covered in the Create Accurate and Efficient Dashboards presentation (Taiwo Adegite & Zena Patton).
  • Where's Will? by Tableau Academic Programs:  A great tool demonstrating how filters increase the interactivity of your visualizations.

Other related topics

Additional Filtering Topics (Tableau Help):  This video is a little over 7 minutes.  It will cover advanced topics in filtering your Tableau visualization.

Removing Null Values From Filters (YouTube):  At times, null values can negatively impact the accuracy of your dashboard.  This video 1:16 minutes video will demonstrate how to filter null values.

 

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