In this article, we will show you how to create Extract Filters in Tableau with an example. For this, we are going to use the SQL Server Data Source.
Create Extract Filters in Tableau
In this example, we want to demonstrate the steps involved in creating the extract filters in tableau. Before we start creating filters, we need some data. And to get the data, Go to the Data Source, then create a Custom SQL Query, or Drag and Drop the tables to extract data from the database.
Before getting into this Tableau Extract Filters, I suggest you to refer Tableau Filters to understand the basic filter techniques. And also visit Connecting Tableau to SQL Server article to understand the connection process.
For this Tableau extract filters demo, we are writing the Custom SQL Query on Adventure Works DW database.
SELECT Geo.EnglishCountryRegionName, Geo.StateProvinceName, Geo.City, Prod.Color, Cust.Gender, Cust.YearlyIncome, Cust.EnglishOccupation, Fact.SalesAmount FROM DimProduct AS Prod INNER JOIN FactInternetSales AS Fact ON Prod.ProductKey = Fact.ProductKey INNER JOIN DimCustomer AS Cust ON Fact.CustomerKey = Cust.CustomerKey INNER JOIN DimGeography AS Geo ON Cust.GeographyKey = Geo.GeographyKey
To create Tableau Extract Filters, Change the connection from Live to Extract under the Connection section, and click on the Edit button.
Once you click on the Edit Hyperlink, a new window called Extract Data will open. To create our first extract 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 that are available in the Tables. Here you can select the filed on which you want to apply the filter.
Tableau Extract 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 Color Dimension as our filter field.
Once you select the Color Dimension filed, a new window called Filter will open. Here we are choosing Black, Blue, Multi, NA, Yellow. It means data source extracts the data whose Color is Black, Blue, Multi, NA, or Yellow.
I suggest you to refer Tableau Filters on Dimensions article to understand the properties in the following window.
Click OK to close the Extract data window.
Drag and Drop the English Country Region Name, Color present in the Dimension Region to Rows Shelf, and Sales Amount Measures region to Columns Shelf. As you can see, our report is displaying the records whose color is Black, Blue, Multi, NA, or Yellow.
Remove Extract Filters in Tableau
It is easy to remove the extract filters in tableau. To do so, go to the Connection section within the Data Source and click Edit hyperlink beside the extract. It opens the list of available extract filters on that data source. Please select the required filter and click on the Remove button.
Tableau Extract 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.
Once you select the Sales Amount Measure filed, 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 1,684. I suggest you to refer Tableau Filters on Measures article to understand the properties present in the following window.
Click OK to close the Tableau Extract Filters Data window.
Let us create one sample report to show either our newly created extract filter is working or not?. To do so, Drag and Drop the City from Dimension Region to Rows Shelf, and Sales Amount from Measures region to Columns Shelf. For better understanding, we sorted the data in Ascending order based on the Sales Amount and added the Data Label to the Bar chart.
As you can see from the above screenshot, Sales Amount of all the records are greater than 1,684
Tableau Top Filters using Extract Data
From the below screenshot, see we are selecting the Top 15 Rows as the filter condition.
As you can see, our data source has 15 rows only.
Let me create a sample report by dragging the City from Dimension Region to Rows Shelf, and Sales Amount from Measures region to Columns Shelf. As you see, it is showing 14 records because City East Brisbane is repeated twice in the first 15 rows.