How do I create a filter in Tableau?

How do I create a filter in Tableau?

In Tableau Desktop, open the workbook, or create a new one, and set up the connection to the data you want to filter. Navigate to the worksheet that you want to apply a filter to. Select Server > Create User Filter. Then select the field you want to use for filtering the view.

How do I add a filter to a Tableau worksheet?

On the Filters shelf, right-click the field and select Apply to Worksheets > Selected Worksheets. In the Apply Filter to Worksheets dialog box, select the worksheets that you want to apply the filter. If any of the sheets already contain a filter on the same field, the dialog box will provide details about the filter.

What is action filter in Tableau?

Tableau action filters send information between worksheets. Basically, when you select marks from a certain worksheet, such information is send to other worksheets – hence showing the related information.

How do I add a filter from sheet to dashboard in Tableau?

However, if you’ve already added worksheets to the dashboards, you can add filters as follows.

1. Select the worksheet on the dashboard.
2. On the drop-down menu under Filters chose the field you would like to use as a filter.

How do you create an interactive filter in Tableau?

Interact with the card to filter your data. Note: In Tableau Desktop, you can add an interactive filter to the view for a field that is not currently used in the view. To do so, In the Data pane, click the field drop-down menu, and then select Show Filter.

How do I create a dynamic filter in Tableau?

Create the View

1. Drag Category to Columns.
2. Drag Sales to Rows.
3. Drag Category to Color.
4. Drag State to Detail.
5. Drag Contains States to Filters.
6. Select True, and then click OK.