These conversations are usually brief so you want to filter your data as quickly as you can to get to your point. This video shows you how to create a quick filter based on your data.
- [Instructor] One very common way to filter your data is to find either the top or bottom values. For example, you might want to find the five states the provided the most orders, or also identify the five or ten that provided the least. In this movie, I will show you how to create top and bottom filters. My sample file is 06_06 Top, and that is a tablet workbook you can find in the chapter six folder of the exercise files collection. I have created a tree map visualization and it shows the number of records that is the number of orders for each of the states in my data collection, and you can see those on the right.
If I want to create a filter, I can do that by dragging the pill representing the field by which I want to filter to the filters card. So I'll go ahead and drag state from the data tab of the navigation area to the filters card in that open seat filter dialogue box. Now I can click the top tab and that allows me to create my filter. I'll select the by field radio button, and I can either create a top filter, or if I click the first control here, I can also select bottom.
We'll do one of each. So let's say that I want to display only the top five number of records by sum. So I will click in the box to the right of where I selected top or bottom and I'll type the number five and now I'll click okay. And you can see that my filter only displays the values for the top five states. California, Florida, Texas, Ohio, and Virginia. Now let's say that I only want to display the bottom say 10 states.
To do that I can go back to the filters card, hover over the state pill, click the down arrow, and I'll click edit filter. I will change top to bottom, and then I believe I said I'll do ten, so I'll backspace over the five, type ten, click okay. And then I get the values for the bottom 10 records, or the bottom ten states with the fewest orders. And you can see over on the right that the value range goes from one to five.
So not a lot of variation here. If I want to remove the filter entirely, I can go back to the state pill on the filters card, click the down arrow, click clear filter, and I see all of my data again.
- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboards and actions
Skill Level Beginner
Creating Interactive Dashboards in Tableau 10with Nate Makdad2h 24m Intermediate
Integrating Tableau and R for Data Sciencewith Ben Sullins1h 10m Intermediate
1. Introducing Tableau
2. Manage Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data Using Statistical Tools
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Formatting Tableau Visualizations
10. Creating Basic Charts
11. Annotating and Formatting Charts
12. Mapping Geographic Data
13. Creating Dashboards and Actions
Next steps1m 7s
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