In this article, we will show you How to create Condition / Conditional filters in Tableau with an example.
Conditional Filters in Tableau
Before getting into this Tableau conditional filters demo, Please refer to Filters to understand the basic filtering techniques. For these Conditional Filters in Tableau demo, we will use the data source we created in our previous article. Please visit the Data Labels in Reports article to understand the Tableau Data Source.
First, Drag and Drop the English Product Name from the Dimension Region to the Rows Shelf and the Sales Amount Measures region to the Columns Shelf. By default, it will generate the Bar Chart as shown below.
In this Tableau conditional filters example, we will add a filter condition on the English Product Name. First, please click on the down arrow beside the Product Name present in the Row Shelf will open the menu as shown below. Here, you have to select the Filter.. option.
Once you select the Filter.. option, a new window is opened to create a filter.
By Field option in Tableau Conditional Filters
Following is the list of options available in this Tableau conditional filters section:
First Dropdown List: By default, this will select the Measure value present in the record. But you can change the field by clicking the down arrow. When you click that down arrow, it displays all the Measures and Dimensions present in the data source.
Second Dropdown List: By default, this will select the Aggregate Function applied to the Measure value. But you can change the function by clicking the down arrow. When you click that down arrow, it displays the list of functions available for that Measure.
Third Dropdown List: By default, this will select the = operator. But you can change the operator by clicking the down arrow. When you click that down arrow, it displays the list of available assignment operators.
Load: When you click on this button, the Filter window will load the Minimum and Maximum values into their respective textbox fields. This will help you to understand the data.
From the screenshot below, you can observe that we are selecting the By filed section. Next, we selected the Sales Amount as the condition, Sum as the Aggregate function, and used the >= operator. And lastly, we added a 1,000,000 value in the text box.
The below Tableau conditional filters report displays all the records whose Sum of Sales Amount is greater than or equal to 1,000,000.
Tableau Conditional Filters By formula
Here, you can write your own custom and more complex conditions as the Filter condition in Tableau.
While you type any letter in that Text field, Tableau intelligence will display the list of available options, such as Filed Name and function names.
From the screenshot below, you can observe that we are selecting the By formula section. Next, we added SUM([SalesAmount]) >= 1000000 code
The following tableau conditional filters report displays all the records whose Sum of Sales Amount is greater than or equal to 1,000,000.
The following are the remaining filters.