In this article, we will show you How to create Filters in Tableau Dashboard with an example. For this, we are going to use the below-shown dashboard. It is the dashboard that we created in our previous article. So, please refer to Tableau Dashboard article to under the same.
Create Filters in Tableau Dashboard
There are multiple ways to create filters on the Tableau Dashboard
Filters in Tableau Dashboard – First approach
We can use a dashboard item (Sheet or Chart) as the Filter in tableau. To demonstrate the same, we are going to use Pie Chart as a filter to this dashboard. To apply the same, Please select the Pie Chart and click the Use as Filter button, as we have shown below.
Or click on the Down arrow and select the Use as Filter option from the drop-down menu.
Either way, it will convert Pie chart as a Filter. From the below screenshot, you can observe that, when I was selecting the United States, data in all the other charts are formatted. I mean they are displaying data that belongs to the United States
Let me try Germany as well
Remove Filters in Tableau Dashboard
To remove this filter, either you can select the Filter button, or you can uncheck the Use as Filter option from the drop-down menu. Let me remove it
Now you see, there is no impact on dashboard sheets even I selected Australia from Pie Chart
Filters in Tableau Dashboard – Second approach
We can also apply filters on individual items (Sheet or Chart) in a dashboard. Again we are using Pie Chart for demonstration. To apply the same, select Filters, and then select the Country name or whatever field you want.
Now you see the Filter on the right-side of a dashboard
Let me uncheck a few countries. From the below screenshot, you can see, Filters are applying only to Pie Chart, and all the remaining charts are unaffected.
You can also convert this into a complete worksheet filter. To do so, select a filter and click on the down arrow to open the drop-down menu. Please select Apply to Worksheets and then select Selected Worksheets.. option
It opens Apply Filter to Worksheets window. Please choose the Sheets that you want to apply.
Let me uncheck a few countries. From the below screenshot, see that the Filters are applying to all the existing charts.
Filters in Tableau Dashboard – Third approach
Instead of applying filters on the dashboard, we can use the filters that we created in an individual worksheet. Let me create a Filter on Pie Chart. Please refer to the Filters Introduction article to understand the concept.
And you can see the impact on the complete dashboard.
Let me open another dashboard that we created in our previous article. You can see from the below screenshot, and the same filter is affecting this dashboard as well.