Tableau – Conditional Filters

Conditional filters in Tableau allow you to filter data based on conditions or criteria that you specify. These filters enable you to narrow down your data to specific subsets that meet certain conditions. Apply conditions to already created filters with the condition filter.

Conditional Filters Operators in Tableau

The following are the operators in conditional filters:

  1. Equals (=): Filter data where the value equals a specified value.
  2. Not Equals (≠): Filter data where the value does not equal a specified value.
  3. Greater Than (>)*: Filter data where the value is greater than a specified value.
  4. Less Than (<): Filter data where the value is less than a specified value.
  5. Between: Filter data where the value falls within a specified range.
  6. In/Not In: Filter data where the value is present or not present in a specified list.

Let us see an example to find the sub-category of products across all segments whose sales are above 50, 000 i.e. 50k.

Let us create a new sheet and name it as Condition Filters. First, drag the Dimension Segment and Measure Sales to the Columns shelf.

After that, drag the Dimension Sub-Category to the Rows shelf. Horizontal bar chart gets created:

1. Drag multiple fields to Rows and Columns shelf in Tableau

Now, drag the dimension Sub-Category to the Filters pane. After dragging, the Filter [Sub-Category] windows open as shown below:

2. Drag a field to the Filters pane in Tableau

Go to the Condition tab on the Filter [Sub-Category] window.

Select the option By field and click the drop-down.

Set the condition to >= and the value 50000 because we want the sub-category of products across all segments whose sales are above 50,000 i.e. 50k.

Keep the rest, Profit and Sales dropdown as it is, and click OK:

3. Set the Conditional Filter for Sum of Sales in Tableau

We have set the condition filter above. As you can see, we can also set the range of values. After clicking OK, we get a chart with only a sub-category of products that have the required number of sales:

4. Conditional Filter implemented in Tableau


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Read More:

Tableau - Context Filters
Tableau - Top Filters
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