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 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.
To create Tableau Data Source Filters, Click on the Hyperlink ADD under the Filter section.
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.
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.
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 field.
Once you select the Measure filed (i.e., Sales Amount), a new window will be opened to create the condition to format.
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 Measures article to understand each property present in the following window.
Now you can see that the data source is showing 1 under the Filter Section. Let us create one sample report to show either our newly created one is working or not?
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 records in Ascending order based on the Sales Amount and added the Label to the Bar chart.
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 on that source.
- Please select the required and click on the Remove button.
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 field.
Once you select the Dimension filed (i.e., Gender), a new window will be opened as shown below. Here we are selecting M, and it means data source will extract the records whose gender is Male. I suggest you to refer Tableau Filters on Dimensions article to understand the properties in the following window.
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 on Female Gender.
Let me remove the Filter on Gender so that you can see the actual data. From the below screenshot you can see the records that belongs to both Female, and Male.
