In this article, we will show you how to create Tableau filters on Dimensions with examples?.
Before getting into this, Please refer to Filters to understand the basic filter techniques in Tableau.
For this Tableau Filters on Dimensions demo, we will use the data source we created in our previous article. So, Please refer to Data Labels in Reports article to understand the Data Source.
Tableau Filters on Dimensions
First, Drag and Drop the English Product Name from Dimension Region to Rows Shelf and Sales Amount Measures region to Columns Shelf. By default, it will generate the Bar Chart. Please remember, We have 130 Marks in our Report.
First Approach to Create Tableau Filters on Dimensions
In this Tableau Filters on Dimensions example, we will add a filter condition on Product Name. First, Please drag and drop the Product Name from Dimension Region to Filters Shelf.
Once you drop the Product Name into Filters Shelf, a new window called Filter will open, as shown below. This window has four tabs: General, Wildcard, Condition, and Top.
This Tableau Filters on Dimensions article will explain the first two tabs and basic conditions. The remaining two will explain in separate articles.
Second Approach to Create Tableau Filters on Dimensions
In this example, we will add a filter condition to the English Product Name. First, please click on the down arrow beside the Product Name present in the Row Shelf will open the menu. Here, you have to select the Filter.. option.
Once you select the Filter.. option, a new window opens to create Tableau Filters on Dimensions.
General Tab in Tableau Filters
The following are the list of options available in this Tableau Filters on the Dimensions General Tab:
- Select from the List: By default, this radio button is selected. When selected, this property displays all the records (rows) present in that dimension (Product Name).
- Custom Value List: Here, you can write custom values.
- Use All: This option is to select all the records. There is nothing to do here.
- All: This button will select all the records present in this window.
- None: This button will DE-select all the records present in this window.
- Exclude: If you checkmark this option, it will exclude all the records that you selected here.
For the Tableau Filters on Dimensions demonstration purpose, we unchecked a few random records and clicked the Apply button. Here, Apply button will automatically reflect the report without closing the Filter window.
From the below screenshot, you can see that the previously unchecked records are not displaying the report. Let me uncheck a few more records and click OK to apply the changes and close the window.
Now you can see the dimension filters applied Tableau bar chart. And the best part is the English product Name dimension has appeared on Filters Shelf.
Custom Value List
By selecting this radio button, an empty text box will display to search or add text. Filter conditions will apply to the data that we add here.
From the below screenshot, you can observe that we added two records for Tableau Filters on Dimensions.
Let me add a few more records to this custom list. Once you have completed, click Apply, click the OK button to apply the changes and close the window.
Now you can see that the report displays four records that we added to the customs value list.
Exclude
Let me edit the Tableau Filters on Dimensions that we created and checkmark the Exclude option.
It means displaying all the records in the English Product Name dimension except those four records.
Wildcard Tab in Tableau Dimension Filters
The following is the list of options available in this general Tab:
- Match Value: Enter the Text, Value that you want to use in the Wildcard search.
- Contains: By default, this radio button is selected. When selected, this property will check each record against the Match Value. And if it contains the match value at any position, the record will be displayed. Otherwise, it will ignore that record.
- Starts With: It will check each record against the Match Value. And if the record starts with the match value, the record will be displayed. Otherwise, it will ignore that record.
- Ends With: If the record ends with the match value, the record will be displayed. Otherwise, it will ignore that record.
- Exactly Matches: It will check each record against the Match Value. And if the record matches exactly with the match value, the record will be displayed; otherwise, it will ignore that record.
- Exclude: If you checkmark this option, it will exclude all the selected records.
For the Tableau Dimensions Filter demonstration purpose, we are using the Mountain keyword.
From the below screenshot, you can observe that the report is displaying all the records that contain the Mountain keyword.
Let me change the Tableau Dimensions Filters option from Contains to Stats with
Now, our report displays all the records in the English Product Name dimension whose name starts with the Mountain keyword.
Let me change the option from Stats with to End with, and change the Match value from Mountain to integer 2.
Now, our report displays all the records in the English Product Name dimension, whose name ends with integer 2.
Condition Tab in Tableau Filters on Dimensions
We will explain all the options in the next article and consider this section as the introduction.
From the below screenshot, you can observe that we are selecting the By filed section. Next, we selected the Sales Amount as the condition and used the >= operator. And lastly, we added a 1,000,000 value in the text box.
The below report displays all the records whose SUM(Sales Amount) is greater than or equal to 1,000,000.
