Filter Data in Tableau

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Filter Data in Tableau

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  aining/tableau-training

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Filter Data in Tableau

• Data can be organized and simplified by using
  various techniques in Tableau. 
• The filters can be applied in a worksheet to
  restrict the number of records present in a
  dataset. Various types of filters are used in
  Tableau Desktop based on different purposes.

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Filter Data in Tableau

• Types of Filters
• The name of filter types are sorted based on the
  order of execution in Tableau.
• Extract Filters
• Data Source Filters
• Context Filters
• Dimension Filters
• Measure Filters

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Filter Data in Tableau

• Extract Filters
• Extract filters are used to filter the extracted
  data from data source. This filter is utilized
  only if the user extracts the data from data
  source.
• Once the text file is connected to Tableau, you
  can see the live and extract option in the top
  right corner of data source tab. Live Connection
  directly connects to a data source.
• Extract connection extracts the data from data
  source and creates a local copy in Tableau
  repository.

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Filter Data in Tableau

• Data Source Filters
• Filter Data from Data Sources. Version 2019.1
  Applies to Tableau Desktop.
• You can create filters on a data source, thereby
  reducing the amount of data in the data source.

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Filter Data in Tableau

• Context Filters
• Improves performance - If you set a lot of
  filters or have a large data source, the queries
  can be slow.
• Creates a dependent numerical or top N filter -
  You can set a context filter to include only the
  data of interest, and then set a numerical or a
  top N filter.

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Filter Data in Tableau

• Dimension Filters
• Tableau provides the ability to filter individual
  views or even entire data sources on dimensions,
  measures, or sets.
• The first, and most basic way to filter out marks
  on a view, is to select the marks, and then
  choose to keep or exclude them.

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Filter Data in Tableau

• Measure Filters
• Filtering is the process of removing certain
  values or range of values from a result set. 
• Tableau filtering feature allows both simple
  scenarios using field values as well as advanced
  calculation or context-based filters. 
• Filter Measures are the filters applied on
  the measure fields.