In this article, we will show you, How to create Tableau filters on Measures with an example. Before getting into this, I suggest you to refer Tableau Filters to understand the basic filter techniques.
For this 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.
Tableau Filters on Measures
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 as shown below. Remember that, We have 130 Marks in our Tableau Report.
Below screenshot will show you the report preview
First Approach to Create Tableau Filters on Measures
In this example, we are going to add filter condition on the Sales Amount. So, Please drag and drop the Sales Amount from Measures Region to Filters Shelf as shown below.
Once you drop the Sales Amount to Filters Shelf, a new window called Filter Filed will be opened as shown below. This window has All Values option, aggregate functions, standard deviance, and variance.
In this example, we will show you, what will happen if we select the All values or Aggregate function. First, we will select the All Values option as shown below and then click the Next button.
TIP: Here, All Values means filter condition will be applied to individual records. If we select the Aggregate function (Sum, Average etc) then the filter condition will be applied on the aggregate value.
Once you click on the Next button, a new window called Filter will be opened to select the filter condition. From the below screenshot you can observe that this window has four tabs: Range of Values, At least, At most, and Special. In this example, we will explain the first tabs, and the remaining three will be explained in the following example.
Range of Values
This tab contains two text boxes. The first one to select the minimum value and the second is to write the maximum value. So, you write the value as per your requirement using those text boxes, or you can use the range bar and drag it to an appropriate point. For this demo, we are leaving the maximum value as it is and changed the minimum value to 2,455
From the below screenshot you can see the Filtered bar chart.
Let me change the Filter Filed from All values to Sum
Now you can see that the Filter window is showing the aggregated values as the Range values. For this demo, we had changed the minimum value to 590, 466, and the maximum value to 980,396
Now you can that the report is displaying the products whose sum of sales amount is between the 590, 466 and 980,396. For better understanding, we added the Data Label to the Bar chart.
Second Approach to Create Tableau Filters on Measures
In this example, we are going to add filter condition from the Column Shelf. First, Please click on the down arrow beside the Sales Amount present in the Column Shelf will open the menu as shown below. Here, you have to select the Filter.. option.
Once you select the Filter.. option, a new window is opened to create a filter. We already explained the functionality in our previous example. So, let me change the minimum value to 999, 263. Next, click OK to apply the changes and to close the window.
Now you can see the filters applied bar chart. And the best part is, Sales Amount Measure is appeared at Filters Shelf
This tab allows you to choose the minimum value only. For the demo purpose, we are changing the value to 499,273
Now you can that the report is displaying the products whose sum of sales amount is at least 499,273.
This tab allows you to choose the maximum value only. For the demo purpose, we are changing the value to 1,000,469
Now you can that the report is displaying the products whose sum of sales amount is at most 1,000,469
This tab has three options: Null Values, Non-null Values, and All Values. Select as per your requirements.
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