Filters in Tableau Dashboard

In this article, we will show you How to create Filters in Tableau Dashboard with an example. For this Dashboard filters demo, we are going to use the below-shown dashboard.

It is the dashboard that we created in our previous article. So, please refer to 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.

Filters in Tableau Dashboard 2

Or click on the Down arrow and select the Use as Filter option from the drop-down menu.

Filters in Tableau Dashboard 3

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

Convert Pie Chart as a Filter 4

Let me try Germany as well

Use Chart to filter Dashboard 5

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

Filters in Tableau Dashboard 6

Now you see, there is no impact on dashboard sheets even I selected Australia from Pie Chart

Filters in Tableau Dashboard 7

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.

Filters in Tableau Dashboard 8

Now you see the Tableau Filter on the right-side of a dashboard

Filters on the Right Side 9

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.

Filters in Tableau Dashboard 10

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

Apply Filters to Worksheets 11

It opens Apply Filter to Worksheets window. Please choose the Sheets that you want to apply.

Choose Charts or Sheets to Apply Filter to Worksheets 12

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 13

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.

Filters in Tableau Dashboard 14

And you can see the impact on the complete dashboard.

Filters in Tableau Dashboard 15

Let me open another dashboard that we created in our previous article. You can see that the same filter is affecting this dashboard as well.

Filters in Tableau Dashboard 16