Quick Filters in Tableau

In this article, we will show you how to create Quick Filters in Tableau with an example.

Create Quick Filters in Tableau

For this Tableau quick filters demonstration, we are going to use the data source that we created in our previous article. So, Please visit Data Labels in Tableau Reports article to understand the Data Source. Next, Please refer Tableau Filters to understand the basic Tableau filter techniques.

To create a quick filter in Tableau, first, Drag and Drop the English Product Subcategory from the Product Category Hierarchy present in the Dimension Region to Rows Shelf, and Sales Amount Measures region to Columns Shelf. By default, Tableau generates the Bar Chart.

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Here, we are going to add quick filters on English Product Name. To add quick filters in Tableau, Please click on the down arrow beside the English Product Subcategory Name present in the Row Shelf will open the menu. Here, you have to select the Show Filter option.

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Once you select the Show Filter option, English Product Subcategory Name, the dimension will add to the Filter shelf. And most importantly, Tableau will list out the records present in the dimension.

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We can perform filters from the quick filters section. For example, we can check the required subcategories.

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Quick Filters Options

The following are the list of options available in the Tableau quick filter section. And you can access these items by clicking the down arrow beside the quick filter

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Tableau Quick Filter Single Value (List)

This option allows you to select any one record (or row) from the available list. Let me choose the same for the demonstration purpose.

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As you can see from the below screenshot, the quick filter is displaying a list of all the records present in the English Product Subcategory Name dimension. Here you can select any one of the options, or you can select (All) option for all the records.

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Tableau Quick Filter Single Value (Drop Down)

This option allows you to select any one record (or row) from the drop-down list. For the demonstration purpose, we changed the option from Single Value (List) to Single Value (Drop Down). From the below screenshot, you can see that the quick filter is showing the drop-down to select any one record from that drop-down list.

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Tableau Quick Filter Single Value (Slider)

It allows you to select any one record, or row using the slider. For the demonstration purpose, we changed the option from Single Value (Drop Down) to Single Value (Slider). You can see from the below image, the quick filter is showing a slider, and you can use it to select any one record.

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Tableau Quick Filter Multi-Value (List)

This option allows you to select multiple records or rows from the list of available records. For the demonstration purpose, we changed the option from Single Value (Slider) to Multi-Value (List). From the below screenshot, see that the quick filter is showing the list to select multiple records. For the demo purpose, we have chosen some random subcategories.

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Tableau Quick Filter Multi-Value (Drop Down)

It allows you to select multiple rows or records from the drop-down list. For the demonstration purpose, we changed the option from Multi-Value (List) to Multi-Value (Drop Down). From the below screenshot, you can see that the quick filter is showing the drop-down to select the required records from that drop-down list.

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Tableau Quick Filter Multi-Value (Custom List)

This option allows you to write your own custom list. For the demonstration purpose, we changed the option from Multi-Value (Drop Down) to Multi-Value (Custom List). Here, we can add the list item using the empty text box, or we can remove any item by clicking the exit symbol beside every item.

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Tableau Quick Filter Wildcard Match

This Tableau quick filter option allows you to search the records using the wildcard match. For the demo purpose, we changed the option from Multi-Value (Custom List) to Wildcard Match.

From the below screenshot, you can see that the quick filter is showing the text box to write the wildcard condition. For this example, we wrote b* as the search filed. It means it will return all the records present in the subcategory dimension whose name starts with b or B.

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