How To Add Filter To Dashboard Tableau

How To Add Filter To Dashboard Tableau – This second post is for Tableau people who want to learn Power BI or Power BI people who are interested in how the same functionality is available in Tableau. In a recent article, David Eldersveld introduced Power BI’s filter capabilities and best practices for using them. In this post, we’ll look at how Power BI filters work similarly and differently than Tableau slicers.

While filtering is quite similar between Tableau and Power BI, there are a few quirks you should be aware of. Let’s explore how you can use filters on both platforms.

How To Add Filter To Dashboard Tableau

How To Add Filter To Dashboard Tableau

It’s important to note that unlike Power BI, any filters you want available to Tableau users must be available in your dashboard when publishing to Tableau Server.

Filters In Tableau Dashboard

Adding a filter in Tableau is a little different than adding a slicer in Power BI. To understand the difference, let’s start with how reports and dashboards are created within each program.

In Power BI, all visual elements of a report are added to a tab – a single element. The way to edit these report elements is through the panels on the right side of the screen. In Tableau, you first build each chart element on a special tab called Worksheets. There are different types of tabs called dashboards that you add to worksheets to create your own dashboard (also known as a report in Power BI).

When adding a slicer in Power BI, click the Slicer visual type in the Views panel, which will add the Slicer template to the report tab. Then drag the desired field from the Fields panel to populate the Slicer. By default, the slicer will be applied to the data model level of the entire report tab. Selecting a value in the switch will filter all chart elements in that tab.

In our table worksheet, I’ve dragged the [FBS Conference] field into the filter pane of one of my dashboard worksheets. When I returned to the dashboard view, I added the [FBS Conference] field from the worksheet and selected the dropdown menu, then Filters / [FBS Conference]. By default, this filter will only apply to the worksheet where I originally selected the field.

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After you apply a Power BI slicer to your report, you can customize how you apply it to different chart elements. To adjust what the slicer is applied to, click the Slicer, go to the Format tab at the top, and select Edit Interactions. This will show you options for how the Slicer interacts with all the chart elements in your report. This slicer allows you to select a filter, highlight, or any effect on chart elements.

In Tableau, when I pull up this filter, the only worksheet this filter is applied to is the one where the field was originally opened. To apply to more than one worksheet, click the filter drop-down button, then select Apply to Worksheets; this allows you to choose different ways to filter your data. In this case, we’ll select Selected Workbook and choose which worksheets we want to apply this filter to.

While most of the slicing functions are quite similar between Tableau and Power BI, the inability to search for a wildcard value in Power BI can definitely be seen as a drawback. There are two types of slicer in Power BI, list or dropdown. If you use Clippers instead of Filters in the Filters panel, you will have more limited options than the filters in the table.

How To Add Filter To Dashboard Tableau

There are many options in the table that you can use for filters. One of the biggest differences between the two is the ability to use Wildcard Match. You can enter the whole word or part of a word in the prompt and anything that matches in any way will be returned. In our example of filtering by FBS conference, if we enter “Conf”, all conferences ending in “Conference” will be returned.

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If you want to take your page cutters to the next level, check out some Custom Views, including the one from Smart Filter Pro. This custom slicer allows you to enter your own values ​​into the slicer if you’re not sure what value you’re looking for, or if you have so many values ​​that scrolling down the list doesn’t make sense. .

Thanks for reading. I hope you enjoy this blog post. If you have questions, comments or feedback, please email [email protected] I was recently doing consulting work for a large healthcare provider. As with many consulting jobs, clients ask for things at Tableau that are “not necessary.” This means that I usually respond to their request with hesitation. I often think to myself, “What the hell!?! How am I going to do this job?’

However, it is these challenges that truly test our abilities and give way to new innovations. I love these challenges as much as I dread them. Mainly because I don’t want to fail and tell the customer their order is “Not on the Table” when I know I’ll be out of the ditch if I have enough time to spin the wheels.

I was working on a set of panels that were meant to be a group selection tool, a filter tool that would actually create a list. In the graphics displays, there were a number of metrics in each panel, and the client wanted to filter by what they were interested in. Okay, easy. we have added a number of action filters that allow the customer to filter as they wish. they found it convenient in their exploration.

Tableau Filter Card

The catch was that they wanted some indication of what filters were applied. At first they asked if it could be a sentence. You have selected women aged 20-24 who live with their parents. Well, you can imagine that would be a mess to develop, and if they picked multiple values ​​of the same dimension, it would be a disaster.

So my challenge was to create an indicator that I could use that would only “trigger” when the action filter was fired.

Before I go any further… Want to see what else I’m talking about? OK, you got it. 😉

How To Add Filter To Dashboard Tableau

Above you can see that East is selected on the worksheet. That action filter filters the “Segment” (as you can tell by the sum value of 1,401), but the actual “Region” worksheet is not filtered, it’s just the source. So trying to COUNT the dimension values ​​won’t work. Although nothing is filtered on the source page, there is a red dot indicator that appears when an action filter is applied to that worksheet.

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This trick requires Set Actions, so obviously let’s do that first. Right-click the Region and select Create Collection. Do not choose anything. Just name your set “Region Set”.

Create a calculation called “Filter-Indicator-Region”. Keep this clear as you need to create a row and count for each field you use as an action filter on your dashboard. I realize this sounds like a lot of work, but it’s actually less work than my alternative of creating calculations and then additional dashboards. So let’s do it.

Basically, this calculation returns 1 if the region set is true. Ignore regional changes to the viewport if this average value is greater than 0 (which will be true when there is anything in the collection), then provide a scope for the pointer. Enumeration simply checks to see if something is in the collection.

Note that if you have a view that contains more than one field, you must add it to the Exclude clause. See my worksheet for the subcategory. I added it in the color category, so I had to add it to my exception to make the pants really work.

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Add that calculation to your headline. I gave mine 4 spaces for breathing space and painted it red and bold.

After adding your worksheet to the dashboard, go to Dashboard from the menu and select Actions.

Set your new Action filter to “Select Region”. Select Region (or, of course, whatever panel you’re using that has the dimension you’re filtering on), run Select, and then select the appropriate Target Set – Region Set. Make sure “Remove all values ​​from set” is selected under the Clear selection heading. See the image below.

How To Add Filter To Dashboard Tableau

Now that your batch operation is linked and the final part of your calculation is generated

Applying Dashboard Filters To Worksheets In Tableau

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