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Tableau Filter Operations 91

i. Tableau allows users to add interactivity to dashboards through filter actions, which enable one view to filter the information shown in other views. ii. To create a filter operation in Tableau, add multiple worksheets to a dashboard including a map and other views. Designate one worksheet, such as a map, to filter the others by enabling the filter icon. iii. Add a filter such as date range that applies to all worksheets. Format the filter and test the dashboard to confirm selecting items in the main filter worksheet filters the other views accordingly.

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Giri Raj
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52 views

Tableau Filter Operations 91

i. Tableau allows users to add interactivity to dashboards through filter actions, which enable one view to filter the information shown in other views. ii. To create a filter operation in Tableau, add multiple worksheets to a dashboard including a map and other views. Designate one worksheet, such as a map, to filter the others by enabling the filter icon. iii. Add a filter such as date range that applies to all worksheets. Format the filter and test the dashboard to confirm selecting items in the main filter worksheet filters the other views accordingly.

Uploaded by

Giri Raj
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Tableau Filter Operations – Create

Filter Operations in Tableau


1. Tableau Filter Operations- Objective
In our last tutorial, we discuss How to Create Sankey Chart in Tableau, here,
we are going to study Tableau Filter Operations and how to create Filter
Operations in Tableau with proper illustrations.
So, let us start with Tableau Filter Operations.

Tableau Filter Operations

2. Tableau Filter Operations


One of the ways to add interactivity to Tableau dashboards is by adding
actions. Tableau supports three actions, and one of them is a filter action. A
filter action enables one view to narrow down the information shown in other
views, either in the same dashboard or different dashboards.
In this recipe, we will use one of the sheets in our dashboard to filter all other
sheets in the dashboard.
Tableau Filter Operations – Tableau Sheet

3. Creating a Filter Operations in Tableau


These are the following steps to create Tableau Filter Operations:
i. At the bottom of your Tableau design area are sheet tabs. There are three
tabs with plus signs, which allow you to create a new sheet, dashboard and
story point respectively. Click on the middle icon with the grid to create a new
dashboard.
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ii. When in the dashboard design area, the sidebar becomes a Dashboard bar,
showing the available worksheets and other dashboard components.
iii. Check the Show dashboard title checkbox, located at the bottom of the
Objects section. This will show the dashboard title text box on the dashboard.

Step.3 Tableau Filter Operations

iv. Change the dashboard title to show the following:


Step.4 Tableau Filter Operations

v. Right-click on the dashboard title, and select Format Title. Choose a light
gray background to the title.
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vi. If needed, adjust the height of dashboard title so the whole text is visible.
vii. Under the Objects section, ensure that Tiled is selected and not Floating.
viii. Under the Sheets section in the Dashboard tab, drag the related
worksheets onto the dashboard:
 Drag Floods by Country. By default, when Tiled is selected, this will
occupy the whole dashboard space.
 Drag the Flood Damage worksheet and place it below Floods by
Country. When you drag it, you will notice certain areas will get shaded.
Release your mouse only when the shaded area is underneath the Floods
by Country worksheet.
 Drag Floods by Cause to the right of Floods by Country and above Flood
Damage.
Step.8 Tableau Filter Operations

ix. Increase the width of Fatalities by Country so it is wider than the Floods by
Cause worksheet.
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x. Remove the Duration and Damage (USD) color legends by clicking on the X
mark.

Step. 10 Tableau Filter Operations

xi. Set the Dead color legend to Floating. You can do this by selecting the color
legend, which will show the legend’s gray border. Click on the drop-down
arrow in the top-right corner, and select Floating. Selecting the Floating
option will take the legend out of the grid and allow it to be layered on top of
other items in the dashboard.

Step. 11 Tableau Filter Operations

xii. Place the Dead color legend closer to the Fatalities by Country map
worksheet, closer to the bottom-left area so it does not cover any countries in
the map.

Step. 12 Tableau Filter Operations


xiii. Change the title of the Year of Began filter to Choose a date range. To do
this:
 Click on the Year of Began filter to show the gray border
 Click on the drop-down menu in the top-right corner
 Select Edit Title and make the changes
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xiv. Change the scope of the date filter to all worksheets in the dashboard.
 Click on the drop-down of the filter, and choose to Apply to Worksheets,
and then Selected Worksheets.

Step. 14 Tableau Filter Operations

 Click the All on dashboard button in the Apply Filter to Worksheets


window that appears. Click on OK when done.
Tableau Filter Operations

xv. Format the filter to have light gray shading using the same color as the
dashboard title. You can do this by selecting the filter, and clicking on the
drop-down arrow in the top-right corner. From here, you can choose Format
Filters. You can change the shading from the formatting sidebar that appears.
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xvi. Click on the drop-down of the date filter, and choose Float. Place the filter
in the top-right corner of the dashboard, beside the dashboard title.
Step. 16 Tableau Filter Operations

xvii. Click on the Floods by Country worksheet, and click on the funnel icon
that appears in the top-right corner. This enables the map to filter all the
worksheets in the dashboard.
xviii. Change the dashboard name to Flood Dashboard. You can double-click
on the dashboard tab, and rename from there.
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xix. Test the dashboard. Use the presentation mode (or press F7) to see what
the end users will see. Click on countries in the map and/or change the date
range in the filter. Confirm that the rest of the worksheets are filtered by that
country.
Step. 19 Tableau Filter Operations

This was all in Tableau Filter Chart. Hope you like our Explanation.

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