Tableau Filters on Dimensions

In this article, we will show you how to create Tableau filters on Dimensions with example?.

Before getting into this, Please refer Tableau Filters to understand the basic filter techniques in Tableau.

For this Tableau Filters on Dimensions demo, we are going to use the data source that we created in our previous article. So, Please refer to Data Labels in Tableau 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, tableau will generate the Bar Chart. Please remember, We have 130 Marks in our Tableau Report

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First Approach to Create Tableau Filters on Dimensions

In this Tableau Filters on Dimensions example, we are going to add filter condition on Product Name. First, Please drag and drop the Product Name from Dimension Region to Filters Shelf.

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Once you drop the Product Name to Filters Shelf, a new window called Filter will be opened as shown below. This window has four tabs: General, Wildcard, Condition, and Top.

In this Tableau Filters on Dimensions article, we will explain the first two tabs and basic conditions. The remaining two will be explained in separate articles.

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Second Approach to Create Tableau Filters on Dimensions

In this example, we are going to add filter condition on 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.

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Once you select the Filter.. option, a new window is opened to create a Tableau Filters on Dimensions.

General Tab in Tableau Filters

The following are the list of options available in this general Tab:

  1. Select from the List: By default, this radio button is selected. When this property is selected, it displays all the records (rows) present in that dimension (Product Name).
  2. Custom Value List: Here, you can write custom values.
  3. Use All: This option is to select all the records. There is nothing to do here.
  4. All: This button will select all the records present in this window.
  5. None: This button will DE-select all the records present in this window.
  6. Exclude: If you checkmark this option, Tableau will exclude all the records that you selected here.
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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 tableau report without closing the Filter window.

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From the below screenshot, you can see that the previously unchecked records are not displaying the report. Let me unchecked a few more records and click OK to apply the changes and to close the window.

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Now you can see the filters applied bar chart. And the best part is, English product Name dimension has appeared at Filters Shelf.

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Custom Value List

By selecting this radio button, an empty text box will be displayed to search or add text. Filter conditions will apply to the data that we add here.

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From the below screenshot, you can observe that we added two records.

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Let me add a few more records to this custom list. Once you completed, click Apply, and then click OK button to apply the changes and close the window.

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Now you can see that the tableau report is displaying four records that we added to the customs value list.

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Exclude

Let me edit the Tableau Filters on Dimensions that we created, and checkmark the Exclude option

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It means, Tableau displays all the records in the English Product Name dimension except those four records.

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Wildcard Tab in Tableau Filters

The following are the list of options available in this general Tab:

  1. Match Value: Enter the Text, Value that you want to use in the Wildcard search.
  2. Contains: By default, this radio button is selected. When this property is selected, it will check each record against the Match Value. And if it contains the match value at any position then, the record will be displayed. Otherwise, it will ignore that record.
  3. Starts With: It will check each record against the Match Value. And if the record starts with the match value then, the record will be displayed. Otherwise, it will ignore that record.
  4. Ends With: If the record ends with the match value, the record will be displayed. Otherwise, it will ignore that record.
  5. Exactly Matches: It will check each record against the Match Value. And if the record matches exactly with the match value then, the record will be displayed; otherwise, it will ignore that record.
  6. Exclude: If you checkmark this option, then Tableau will exclude all the records that you selected.
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For the Tableau Dimensions Filter demonstration purpose, we are using the Mountain keyword.

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From the below screenshot, you can observe that the Tableau report is displaying all the records that contain the Mountain keyword.

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Let me change the Tableau Dimensions Filters option from Contains to Stats with

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Now, our report is displaying all the records in the English Product Name dimension whose name starts with the Mountain keyword.

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Let me change the option from Stats with to End with, and change the Match value from Mountain to integer 2.

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Now, our report is displaying all the records in the English Product Name dimension, whose name ends with integer 2.

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Condition Tab in Tableau Filters on Measures

We will explain all the options in the next article, and consider this section as the introduction.

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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 1,000,000 value in the text box.

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The below report is displaying all the records whose SUM(Sales Amount) is greater than or equal to 1,000,000.

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