Tableau Cookbook – Recipes for Data Visualization

Creating and using filters

There are plenty of times when we want to narrow our focus on certain things in our view. This can be achieved by filtering the unnecessary data points. For example, we may have some products which are loss making and we want to focus only on those products or there are certain types of products that we want to use for our analysis. In such situations, we will use Filters in Tableau. We have a Filters shelf in Tableau and anything that needs to be filtered out will be placed on that shelf.

Let us see an example where we filter out the data.

Getting ready

For the following recipe, we will continue working in our existing Tableau workbook and we will now switch back to our Orders data from the Sample - Superstore.xlsx dataset. ...