In this post we'll have a look at the some of the filtering options in Tableau and how there were implemented in the Map worksheet we created in the previous post.For the best user experience in Tableau use the full screen mode. Hi Data Heroes, in this post we'll go trough some of the filtering options you can use to to focus on specific data. In our dashboard we used two types of filers - the standard filters dragged in the filter field and the "Use as a filter" option which is available when you add the worksheet in the dashboard. I'll add and explain the Highlighter option (the basic one at this moment and in the future we'll see different actions you can take to highlight data). 1. First we'll use the standard filter box by dragging the filed Order date. We'll crate a filter which will helps us navigate trough the different periods. It's really simple just drag the field in filter box and the following options will appear. My advice is to go trough all options and check what they give you as a result. If you use for instance Month/Year you will create a filter with a list of all Month Year combinations in the data source - January 2017, February 2017 and so on. I'll use the Range of dates and the data will be represented in slicer field. Another thing is to show how to represent the data in the filter. I'll chose Month Period in to be the way of formatting the data. You can see the different formatting options below. The other option I'll set is where this filter to be active. I'll set it to be active on all sheets which use related data sources. So when we create the dashboard all sheets that use relative data sources will be fileter out by the selection we make in the dates filter. No we can mark show filter and we'll se the filter in the worksheet. When we drag the worksheet in the dashboard we must chose the option again to show the filter because it will not appear in the dashboard automatically. We are ready with our first filter. Let's go to the next one. 2. Use as filter option is a great function in Tableau. It' s also an alternative to the regular filter, the user can chose from the dashboard itself by clicking on the figures or dimensions and the resources of the dashboard processing speed is a lot quicker. On the picture above you can see that this map which is dragged to the dashboard is used as a filter and the mark is ticked. It's that simple. Just click on the funnel and the dashboard will turn on the functionality and filter out all the data on the dashboard. In the following post I'll explore the topic much more in detail. For now you can try the option with this simple example of the Map worksheet - click on the funnel and chose a state to filter out the data on the dashboard (use ctrl button for more than one selection). 3. The third option is the highlighter. Again if you look at the picture above you can see the highlighter filed. In our case we can highlight by State. Just chose the option and you will see that a drop down menu will appear where you can chose the State which you want to be highlighted. This is a great option when you want to focus on certain dimension without filter out that whole data. I chose Colorado in my example and you can see the state on the map and which place it takes based on the Sales figures distributed in the bar chart and table respectively. These are the three main options of filtering in Tableau. This is a Filters Part 1 so we'll have a look at the filters in other posts. For now you can play with the options we discussed in the post. For the best user experience in Tableau use the full screen mode.
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