Tableau – Filters and its types

In Tableau, a filter is a way to narrow down the data that is displayed in a visualization. Filters allow you to select specific data points, dimensions, or measures to include or exclude from the view.

Think of filters like a sieve that helps you refine your data to show only the most relevant information. By applying filters, you can:

  1. Reduce data complexity
  2. Focus on specific trends or patterns
  3. Highlight important insights
  4. Create interactive dashboards that allow users to explore different scenarios

Before moving further, we’ve prepared a video tutorial on what is a filter with its types in Tableau:

Types of Filters in Tableau

In Tableau, you can create filters based on various data elements, such as:

  1. Dimensions: Filter by categorical values, like regions, products, or dates.
  2. Measures: Filter by numerical values, like sales, profits, or quantities.
  3. Dates: Filter by specific date ranges or periods.

We will create a new Tableau Workbook. Open Tableau and follow the Connect Data Sources in Tableau lesson steps to import the Sample-Superstore.xls as a Data Source. 

After importing, go to File, and click Save As to save the new workbook as Amit_Tableau_Filters.twb. Drag the Orders tables on the canvas:

1. Create a new workbook in Tableau

Also, click Sheet 1 below to show a new sheet. The file name on the top is also visible as Amit_Tableau_Filters. On the left, the columns of the Orders table are also visible:

2. Create a new sheet in Tableau

Now, let us create filters, and consider the three types:

  1. Filter Dimensions
  2. Filter Measures
  3. Filter Dates

We have also discussed the other ways in which Filters can be set in Tableau:

Let us begin with Filter Dimensions.


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Read More:

Tableau - Filter Dates
Tableau - Quick Filters
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