Filtering in Visualization in Tableau

In this article, we will learn how to do Filtering in Visualization in

tableau worksheet to do further operations. For this first look into three
terms :
 Tableau software is one of the fastest-growing data visualization
tools which is currently getting used within the BI industry. It is
the simplest thanks to change or transform the raw set of
knowledge into an easily understandable format with zero
technical skills and coding knowledge.
 Filtering: Filter a visualization to limit and customize the data
displayed on visualization in a dashboard. For example, you can
filter the visualization to display only selected geographical
regions, the top five most-profitable regions, or those regions with
more than $1 million in revenue.
 Visualization: Data Visualization is the presentation of data in
graphical format. It helps people understand the significance of
data by summarizing and presenting huge amount of data in a
simple and easy-to-understand format and helps communicate
information clearly and effectively.
Dataset used in the given examples is Dataset.
For this we have to follow some steps :
 Open the Tableau tool and connect a dataset into it.
 Drag and drop the one sheet of the connected dataset.
 Click on sheet1 to open the tableau worksheet.
 On clicking Sheet1 you will get whole dataset attributes on the left
side and a worksheet for work.
  Draw a graph to visualize the data and then apply the filtering
technique.
Here, the visualization part is filtered according to the field and
aggregation function on that field. In which you can apply the limit on
values generated from aggregated function. The limited values (which
pass the limit) are applied on the graph to filter the visualization. This is
mostly used when users want some limited data to analyze.
We can apply filters with these 4 conditions:
 Range of Values
 At least
 At most
 Special – To filter null values.
The filter window looks like this:
Example 1: Filtering data so that only values with a minimum of
440000 are displayed.

Example 2: Filtering data so that it is within a range of -10 to 10.

 Quick Filter in Tableau

In this article, we will learn how to do Quick Filtering in tableau

worksheet to do further operations. For this first look into two terms :
 Tableau: Tableau software is one of the fastest-growing data
visualization tools which is currently getting used within the BI
industry. It is the simplest thanks to changing or transform the raw
set of knowledge into an easily understandable format with zero
technical skills and coding knowledge.
 Filtering: Filter a visualization to limit and customize the data
displayed on visualization in a dashboard. For example, you can
filter the visualization to display only selected geographical
regions, the top five most-profitable regions, or those regions with
more than $1 million in revenue.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.

To apply quick filtering, prepare a worksheet with some graphs or

charts.
 Adding the filter card
 Options for modifying the filter

 Working of Single Valued filters

 Working of multi-valued filters

 Working of Wildcard Match

 Context Filter in Tableau

In this article, we will learn how to do Context Filtering in tableau

worksheet to do further operations. For this first look into two terms :
 Tableau: Tableau software is one of the fastest-growing data
visualization tools which is currently getting used within the BI
industry. It is the simplest thanks to changing or transform the raw
set of knowledge into an easily understandable format with zero
technical skills and coding knowledge.
 Filtering: Filter a visualization to limit and customize the data
displayed on visualization in a dashboard. For example, you can
filter the visualization to display only selected geographical
regions, the top five most-profitable regions, or those regions with
more than $1 million in revenue.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.
To apply context filtering, prepare a worksheet with some graphs or
charts.
 Add a filter by an attribute

 Apply another attribute for context filtering

 Removing Context Filter
 Conditional Filter in Tableau

In this article, we will learn how to do Conditional Filtering in tableau

worksheet to do further operations. For this first look into two terms :
 Tableau: Tableau software is one of the fastest-growing data
visualization tools which is currently getting used within the BI
industry. It is the simplest thanks to changing or transform the raw
set of knowledge into an easily understandable format with zero
technical skills and coding knowledge.
 Filtering: Filter a visualization to limit and customize the data
displayed on visualization in a dashboard. For example, you can
filter the visualization to display only selected geographical
regions, the top five most-profitable regions, or those regions with
more than $1 million in revenue.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.
To apply conditional filtering, prepare a worksheet with some graphs or
charts.
By clicking on the filter and then on the condition you will get the
window given below :
Here one can apply conditional filter either by using field value with a
condition or by applying a formula to the values of one or multiple
fields.
 Applying By field:

 Applying By formula:
 Slicing Filter in Tableau

In this article, we will learn how to do Slicing Filtering in a tableau

worksheet to do further operations. For this first look into three terms :
 Tableau: Tableau software is one of the fastest-growing data
visualization tools which is currently getting used within the BI
industry. It is the simplest thanks to changing or transform the raw
set of knowledge into an easily understandable format with zero
technical skills and coding knowledge.
 Filtering: Filter a visualization to limit and customize the data
displayed on visualization in a dashboard. For example, you can
filter the visualization to display only selected geographical
regions, the top five most-profitable regions, or those regions with
more than $1 million in revenue.
 Slicing Filter: Slicing Filters in Tableau termed as Calculation
Filters or Slicers. If we place a dimension on the Filter Shelf,
which Dimension isn’t present within the other shelf (independent
of Rows and Columns), then we’ll call it because of the Slicing
Filter. These are the dimension filters, which we’d like to use them
in the dimensions field. The behavior of these filters is different for
Multi-Dimensional Data Source, compared to the Relational data
source.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset to it. Drag and drop the one
sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.
To apply slicing filtering, prepare a worksheet with some graphs or
charts then use filter option with a dimensions attribute that is not
selected for graph/chart.
Method 1: In this method, we will simply draw a chart then drag and
drop another attribute into the filter.
Method 2: In this method, we will simply draw a chart then right-click
on an attribute to show filter.

Grouping in Visualization in Tableau

In this article, we will learn how to do Grouping in Visualization in

tableau worksheet to do further operations. For this first look into three
terms :
 Tableau: Tableau software is one of the fastest-growing data
visualization tools which is currently getting used within the BI
industry. It is the simplest thanks to changing or transforming the
raw set of knowledge into an easily understandable format with
zero technical skills and coding knowledge.
 Grouping: Grouping means a set of associated people acting
together, especially within a larger organization or the action of
putting people or things in a group or groups.
  Visualization : Data Visualization is the presentation of data in
graphical format. It helps people understand the significance of
data by summarizing and presenting a huge amount of data in a
simple and easy-to-understand format and helps communicate
information clearly and effectively.
For this we have to follow some steps :
 Open the Tableau tool and connect a dataset into it.
 Drag and drop the one sheet of the connected dataset.
 Click on sheet1 to open the tableau worksheet.
 On clicking Sheet1 you will get whole dataset attributes on the left
side and a worksheet for work.

 Draw a graph to visualize the data and then apply the grouping
technique.
Here, the grouping can be done in two ways :
 By selecting the labels
 By creating a group in attribute manually.
The selection of attributes can be done by using Ctrl + select.
Example 1: By selecting labels

Example 2: By creating a group manually

 Hierarchy in Tableau

In this article, we will learn how to create a hierarchy in tableau

worksheet to do further operations. For this first look into two terms:
 Tableau: Tableau is a very powerful data visualization tool that
can be used by data analysts, scientists, statisticians, etc. to
visualize the data and get a clear opinion based on the data
analysis. Tableau is very famous as it can take in data and produce
the required data visualization output in a very short time.
 Hierarchy: Hierarchy is tree-like structure that represents the
level-wise configuration. In Tableau, the data with relation can be
used to form a hierarchy. Similar and related data are grouped in
the form of a hierarchical structure to do further operations.

For this we have to follow some steps :

Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work
Creating Hierarchy
 By click hierarchy

 By Drag and drop

  By selecting fields and create

Removing Hierarchy
 Set in Tableau

In this article, we will learn how to create, use, and delete set in tableau
worksheet to do further operations. For this first look into two terms :
 Tableau: Tableau may be a very powerful data visualization tool
that will be employed by data analysts, scientists, statisticians, etc.
to see the info and obtain a transparent opinion supported the info
analysis. Tableau is extremely famous because it can absorb data
and produce the specified data visualization output during a very
short time.
 Set: Tableau Sets are custom fields wont to hold the subset of
knowledge supported a given condition. In real-time, you’ll create
a group by selecting members from the list or a visualization. You
can also do the same by writing custom Conditions or Selecting
Top/Bottom few records in a Measure.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.

To create set in tableau follow the given instructions :

Here we will discuss some methods to create set in tableau with some
examples given below:
Example 1: In this example, we create set by just right-clicking on that
attribute, click on Create, and then click Set.
Example 2: In this example, we use a short trick of creating a set of an
attribute by just selecting some random values and click on create set.

Example 3: In this example, we use a set of an attribute (formed in the

above example) and shows the further operations that can be performed
on it.
Example 4: In this example, we will learn how to delete a set of an
attribute. One can simply delete it by right-clicking on it and then click
delete.
 Combined Set in Tableau

In this article, we will learn how to create a combined set in tableau

worksheet to do further operations. For this first look into two terms :
 Tableau: Tableau may be a very powerful data visualization tool
that will be employed by data analysts, scientists, statisticians, etc.
to see the info and obtain a transparent opinion supported the info
analysis. Tableau is extremely famous because it can absorb data
and produce the specified data visualization output during a very
short time.
 Set: Tableau Sets are custom fields wont to hold the subset of
knowledge supported by a given condition. In real-time, you’ll
create a group by selecting members from the list or a
visualization. You can also do the same by writing custom
Conditions or Selecting Top/Bottom few records in a Measure.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.
To create a combined set in tableau follow the given instructions:
 Select the sets that want to be combined.
 Right-click on the selected part.
 Click on create combined set.
 Add/modify the values (optional).
 Your combined set is ready.
Example 1: In this example, we create a combined set by using the
above given instructions.
Example 2: In this example, we also create the combined set but with
some modification.
Here we can make combined sets in four different formats :
1. Take the Union of values of both sets.
2. Take the Intersection of values of both sets.
3. Take values of set 1 which are not the part of set 2.
4. Take values of set 2 which are not the part of set 1 (opposite of 3
formats).
Example 3: In this example, we use a combined set that is formed in the
above example and at last also explains the difference of different
formats.

Example 4: In this example, we will learn how to delete a combined set.

One can simply delete it by right-clicking on it and then click delete.
 Parameters in Tableau

In this article we will learn how to create, use, and delete parameters in
tableau worksheet to do further operations. For this first look into two
terms :
 Tableau : Tableau may be a very powerful data visualization tool
which will be employed by data analysts, scientists, statisticians,
etc. to see the info and obtain a transparent opinion supported the
info analysis. Tableau is extremely famous because it can absorb
data and produce the specified data visualization output during a
very short time.
 Parameters : Parameters are the solution to several of the
foremost convenient tricks in Tableau thanks to their flexibility.
aside from filters, parameters are also one of the foremost powerful
tactics in Tableau for transferring control from the author to the
highest user. As another benefit, providing this sort of user
 interaction not only improves the engagement together with your
dashboards, but it improves the retention of insights and improves
the likelihood that they’re going to be shared.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.

To create parameters in Tableau follow the given examples. Here we will

discuss some methods to create a parameter in tableau with some
examples given below:
Example 1: In this example, we create a parameter by simply clicking
on the create parameter in the left-most section of the sheet.
Example 2: In this example, we use a short trick of creating a parameter
of an attribute by just right-clicking on that parameter, click on create,
and then click parameter.

Example 3: In this example, we use the parameter of an attribute and

shows the further operations that can be performed on it.
Example 4: In this example, we will learn how to delete a parameter of
an attribute. One can simply delete it by right-clicking on it and then
click delete.
 Tableau Bins

In this article, we will learn how to create, use, and delete bins in tableau
worksheet to do further operations.
Tableau: It is a very powerful data visualization tool that will be
employed by data analysts, scientists, statisticians, etc. to see the info
and obtain a transparent opinion supported the info analysis. Tableau is
extremely famous because it can absorb data and produce the specified
data visualization output during a very short time.
Bins: Tableau bins are containers of equal size that store data values like
or fitting in bin size. Also, we’ll say that bins a group of data into groups
of equal intervals or size making it a scientific distribution of data. In
Tableau, data from any discrete field are often taken to form bins.
Although, Tableau users mostly use measure fields to form numeric bins.
Step-by-step Approach:
1) Open Tableau tool and connect a dataset into it.
2) Drag and drop the one sheet of connected dataset.

3) Click on sheet1 to open the tableau worksheet.

4) On clicking Sheet1 you will get whole dataset attributes on left side
and a worksheet for work.
5) To create bins in tableau follow the given instructions:
 Select an attribute
 Right click on it
 Click on create
 Click on bins
 Modify the suggested values (optional)
 Click ok.
Below are some examples demonstrating the use of bins in Tableau:
Example 1:
In this example, we use a short trick for creating a bin of an attribute.
 Here, we drag and drop an attribute into rows.
 Click on Show Me and select histogram.
 A bin of that drag and drop attribute in automatically created.
Example 2:
In this example, we use bin of an attribute and demonstrate the further
operations that can be performed on it.

Example 3:
In this example, we will learn how to delete a bin of an attribute. One
can simply delete it by right clicking on it and then click delete.
 Manual Sorting of Visualization in Tableau

In this article, we will learn how to do manual sort of visualization in

tableau worksheet to do further operations.
Tableau
Tableau is a very powerful data visualization tool that can be used by
data analysts, scientists, statisticians, etc. to visualize the data and get a
clear opinion based on the data analysis. Tableau is very famous as it can
take in data and produce the required data visualization output in a very
short time.
Sorting the visualizations
Visualization or visualisation (see spelling differences) is any technique
for creating images, diagrams, or animations to communicate a message.
Visualization through visual imagery has been an effective way to
communicate both abstract and concrete ideas since the dawn of
humanity. Sorting is any process of arranging items systematically, and
has two common, yet distinct meanings:
 Ordering: arranging items in a sequence ordered by some
criterion
 Categorizing: grouping items with similar properties.
There are various ways in which the visualizations can be sorted, among
which sorting them manually is explained here.
Manually sorting the visualizations
For this we have to follow some steps :
1. Open Tableau tool and connect a dataset into it.
 2. Drag and drop the one sheet of the connected dataset.
3. Click on sheet1 (at the bottom) to open the tableau worksheet.
4. On clicking Sheet1 you will get whole dataset attributes on the left
side and a worksheet for work.

5. Draw a graph to visualize the data and then apply the sorting
technique. Here, the visualization part is sorted manually by drag and
drop. The user can select and the attribute
part and arrange wherever required.
Example 1:
Example 2:
After adding the fields to rows and columns, in Marks section, click on
labels and enable it to get the labels over the bars.
 Normal view :

 Sorting procedure :
 Sorted View :

Sorting by Data Source order in Visualization in Tableau

In this article, we will learn how to sort the visualization by Data source
order in tableau worksheet to do further operations. For this first look
into three terms:
 Tableau: Tableau is a very powerful data visualization tool that
can be used by data analysts, scientists, statisticians, etc. to
visualize the data and get a clear opinion based on the data
analysis. Tableau is very famous as it can take in data and produce
the required data visualization output in a very short time.
 Sorting: Sorting is any process of arranging items systematically
and has two common, yet distinct meanings: ordering: arranging
items in a sequence ordered by some criterion; categorizing:
grouping items with similar properties.
 Visualization: Data visualization is the technique used to deliver
insights in data using visual cues such as graphs, charts, maps, and
many others. This is useful as it helps in intuitive and easy
understanding of the large quantities of data and thereby make
better decisions regarding it.
For this we have to follow some steps :
Open the Tableau tool and connect a dataset into it. Drag and drop the
one sheet of the connected dataset. Click on sheet1 to open the tableau
worksheet. On clicking Sheet1 you will get whole dataset attributes on
the left side and a worksheet for work.
Draw a graph to visualize the data and then apply the sorting technique.
Here, the visualization part is sorted according to the Data Source
Order in which two orders are given :
 Ascending Order: The data is arranged as given in the dataset i.e;
first come first serve.
 Descending Order: The data is arranged as opposed to the
Ascending Order i.e; first come last serve.
Example 1:
Example 2:
 Normal view :

 Ascending View :
 Descending View :
 Sorting by field in Visualization in Tableau

In this article, we will learn how to sort the visualization by field in

tableau worksheet to do further operations.
Tableau – a brief note
Tableau is a very powerful data visualization tool that can be used by
data analysts, scientists, statisticians, etc. to visualize the data and get a
clear opinion based on the data analysis. Tableau is very famous as it can
take in data and produce the required data visualization output in a very
short time.
Sorting visualizations in tableau
Visualization or visualization (see spelling differences) is any technique
for creating images, diagrams, or animations to communicate a message.
Visualization through visual imagery has been an effective way to
communicate both abstract and concrete ideas since the dawn of
humanity. Sorting is any process of arranging items systematically and
has two common, yet distinct meanings:
 Ordering: arranging items in a sequence ordered by some
criterion
 Categorizing: grouping items with similar properties.
There are different ways to perform sorting in Tableau, this article
covers how to sort the visualizations of data by field.
Sorting by field
For this we have to follow some steps :
 Open the Tableau tool and connect a dataset into it.
 Drag and drop the one sheet of the connected dataset.
  Click on sheet1 to open the tableau worksheet.
 On clicking Sheet1 you will get whole dataset attributes on the left
side and a worksheet for work.

 Draw a graph to visualize the data and then apply the sorting
technique.
Here, the visualization part is sorted according to the field and
aggregation function on that
Field in which two orders are given :
 Ascending Order : The data is arranged according to the value of
the aggregated function on field
in increasing order.
 Descending Order : The data is arranged according to the value of
the aggregated function on field
in decreasing order.
Example 1 :
Example 2 :
For this example, in Columns, add the fields Market followed by
Measure Names. Then in rows add Measure Values. You will get a
screen as given below.

Note the ones marked as 1 and 2.

 1. Drag and Drop “Measure Names” in the place indicated by ‘1’
and choose “colors” by clicking the dots near it.
2. In the Measure value keep only SUM(Discount), SUM(Profit),
SUM(Shipping Cost) alone and remove the rest by dragging
them out.
Now the desired visualization has arrived.
 Normal view :

 Ascending View :
  Descending View :

Change the Aggregation function, to arrive at different visualizations.