Data Source Filters in Tableau

Data Source Filters in Tableau are useful to create Filters at the data Source Level. By this, we can polish the data before we start generating any report on this data source. In this article, we will show you how to create Data Source Filters in Tableau with an example.

Create Data Source Filters in Tableau

In this example, we want to demonstrate the steps involved in creating the data source filters in tableau. To do this, Go to the Data Source, then Drag and Drop the tables, or create Custom SQL Query to extract data from the database.

Before getting into this Tableau Data Source Filters, I suggest you to refer Tableau Filters to understand the basic filter techniques.

For this Tableau demo, we are selecting the Dim Customer, Fact Internet Sales tables present in the Adventure Works DW database.

Data Source Filters in Tableau 1

To create Tableau Data Source Filters, Click on the Hyperlink ADD under the Filter section.

Data Source Filters in Tableau 2

Once you click on the ADD, a new window called Edit Data Source Filters will open. To create our first data source filter, click on the Add button.

Data Source Filters in Tableau 3

Once you click on the Add.., a new window called Add Filter will be opened, and it contains a list of all the Columns available in the Tables.

Data Source Filters in Tableau 4

Tableau Data Source Filters on Measures

Please select the Measure filed from the list of available fields (or Columns). From the below screenshot, you can see that we are choosing the Sales Amount Measure as our filter field.

Data Source Filters in Tableau 5

Once you select the Measure filed (i.e., Sales Amount), a new window called Filter will be opened to create the filter condition.

From the demonstration purpose, we are leaving the maximum value as it is and changed the minimum value to 2,471. I suggest you to refer Tableau Filters on Measures article to understand each property present in the following window.

Data Source Filters in Tableau 6

Now you can see that the data source is showing 1 Filter under the Filter Section. Let us create one sample report to show either our newly created filter is working or not?

Data Source Filters in Tableau 7

To do so, Drag and Drop the First Name present in the Dimension Region to Rows Shelf, and Sales Amount Measures region to Columns Shelf. By default, tableau will generate the Bar Chart. For better understanding, we sorted the data in Ascending order based on the Sales Amount and added the Data Label to the Bar chart.

Data Source Filters in Tableau 8

As you can see from the above screenshot, Sales Amount of all the records are greater than 2,471

Remove Data Source Filters in Tableau

It is easy to remove the data source filters in tableau. To do so,

  • Go to the Data Source section, and click on the Edit Hyperlink.
  • It opens the list of available filters on that data source.
  • Please select the required filter and click on the Remove button.
Data Source Filters in Tableau 9

Tableau Data Source Filters on Dimensions

Please select the Dimension field from the list of available fields or Columns. From the below screenshot, you can observe that we are choosing the Gender Dimension as our filter field.

Data Source Filters in Tableau 10

Once you select the Dimension filed (i.e., Gender), a new window called Filter will be opened as shown below. Here we are selecting M, and it means data source will extract the data whose gender is Male. I suggest you to refer Tableau Filters on Dimensions article to understand the properties in the following window.

Data Source Filters in Tableau 11

Drag and Drop the English Occupation, gender present in the Dimension Region to Rows Shelf, and Sales Amount Measures region to Columns Shelf. By default, tableau will generate the Bar Chart. As you can see, our report is displaying the Male fields because we applied filters on Female Gender.

Data Source Filters in Tableau 12

Let me remove the Filter on Gender so that you can see the actual data. From the below screenshot you can see the data that belongs to both Female, and Male.

Data Source Filters in Tableau 13