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, create a Custom SQL Query, or Drag and Drop the tables to get data from the database.
Before getting into these Tableau Extract Filters, I suggest you refer to Filters to understand the basic techniques. And also, visit Connecting to Server article to understand the connection process.
For this Tableau extract filters demo, we are writing the Custom SQL Query on the 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 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 will open, as shown below. 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 available in the Tables. Here you can select the field 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 field, a new window called Filter will open. Here we choose Black, Blue, Multi, NA, and Yellow. It means the data source gets the data whose Color is Black, Blue, Multi, NA, or Yellow.
I suggest you refer to the Filters on Dimensions article to understand the properties in the following window.
Click OK to close the following 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 displays the records whose color is Black, Blue, Multi, NA, or Yellow.
Remove Extract Filters in Tableau
It is easy to remove the extract filters. To do so, go to the Connection section within the Data Source and click the Edit hyperlink beside it. 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 field from the list of available fields or Columns. From the below screenshot, you can see that we choose the Sales Amount Measure as our filter field.
Once you select the Sales Amount Measure field, a new window called Filter will open to create the filter condition. For the demonstration purpose, we are leaving the maximum value as it is and changing the minimum value to 1,684. I suggest you refer to the 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 whether our newly created extract filter is working or not. To do so, Drag and Drop the City from Dimension Region to the Rows Shelf and the Sales Amount from the 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, the Sales Amount of all the records is greater than 1,684
From the screenshot below, we are selecting the Top 15 Rows as the Tableau Extract filter condition.
As you can see, our data source has 15 rows only because of Extract Filters.
Let me create a sample report by dragging the City from Dimension Region to the Rows Shelf and the Sales Amount from the 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.
The following is the list of remaining filters.