Data Source Filters in Tableau are useful for creating Filters at the data Source Level. By this, we can polish the data before we start generating any report on this source. This article will show you how to create Data Source Filters 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, 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 refer to Filters to understand the basic filter techniques.
For this Tableau demo, we are selecting the Dim Customer, and 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 field from the available fields (or Columns) list. From the below screenshot, you can see that we are choosing the Sales Amount Measure as our field.
Once you select the Measure field (i.e., Sales Amount), a new window will be opened to create the condition to format.
For the demonstration purpose, we are leaving the maximum value as it is and changing the minimum value to 2,471. I suggest you refer to the Measures article to understand each property present in the following window.
You can see that the data source shows 1 under the Filter Section. Let us create one sample report to show whether 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, the 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, the Sales Amount of all the records is greater than 2,471
Remove Data Source Filters in Tableau
It is easy to remove the data source filters. To do so,
- Go to the Data Source section, and click on the Edit Hyperlink.
- It opens the list of available on that sources.
- 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 field (i.e., Gender), a new window will be opened, as shown below. Here we are selecting M, meaning the data source will extract the records whose gender is Male. I suggest you refer to the 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, the tableau will generate the Bar Chart. As you can see, our report displays the Male fields because we applied to the 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 belong to both females and Males.
