Data Visualization technique gives you power to bring insights out of your data. Techandmate's Data Visualization with Tableau Online Tutorial will provide you all the important stuff you need to learn this amazing practice.

1. Working
with
Data
DATA
VISUALIZATION
WITH
TABLEAU
ONLINE
TUTORIAL
Training Guide Fundamentals
From TechAndMate

2. WORKING WITH DATA
In Data Visualization with Tableau Online Tutorial we will discuss the
“working of data”.
We have the following topics to understand the working of data.
 Filters
 Sorts
 Groups
 Hierarchies
 Sets

3. IN TODAY’S SESSION LET’S
FIRST ONLY FOCUS ON FILTERS

4. TABLEAU FILTERS
 Filters are easily created by dragging a measure or dimension
to the Filters card.
 Can be created directly on the shelf by right clicking the pill
and choosing to filter.
 Once a filter is created on the shelf, you can also see that the filter is
shown on the filters card.
 Filters look very different depending on the type of data being
filtered.
 Text Data
 Numeric data
 Dates

5.  Text Data:
 Drag a text field from Dimensions to the filters card.
FILTERING TEXT

6. FILTERING NUMERIC
 Drag a Measure to filters card.
 Notice that first you must identify what to filter on:


7.  Next you decide how you want the number to filter:
 You can filter by a range, between two values (ex, more than 0 and
less than 1000)
 You can choose a value to be at least some value (no less than 0 for
example)
 You can choose that a value be no more than some value, (ex: all
sales less than $1000.00)
 You can decide how to handle special values.
 Choose to filter on
 All Values
 Only Null values
 Only Non Null Values
FILTERING NUMERIC

8. FILTERING NUMERIC VALUES

9. QUICK FILTERS
 A Quick filter is a simple selection list available to the end
user to filter.
 Quick filters can easily be created from any value.
 Usually quick filters are best used with dimension values.
 To create a quick filter, choose any pill in your view, right click
and choose ‘ Show Quick Filter’
 The quick filter will appear on the screen and its usefulness
can be changed by hovering over the quick filter and clicking
on the down arrow in the upper right hand corner.

10. QUICK FILTERS PROPERTIES
 Edit Filter
 brings you back to the same filter screen
you get when you drag the value to the
Filters card. Here you can also limit the
value by wildcard, condition, or TopN.
 Clear Filter
 Completely removes the quick filter and
any associated filter from the view.
 Apply to worksheets
 Here you can set the filter on one sheet to
filter every other sheet using the same data
source, or you can choose which sheets to
filter. Default is set to ‘Only this worksheet’
 ***Only works on same datasource!
 Customize
 Various options, important are the search
button and the ability to add or remove the
(All) option for the filter. Default checks all.

11.  You can Show Title and even Edit
Title.
 Only Relevant values allows for
dynamic cascading.
 All values in database does not allow
for dynamic cascading.
 Choose how to show the filter.
QUICK FILTERS PROPERTIES

12. YOU TRY IT!
 Lets Take 15 minutes to try and complete the Filter.
If you face any difficulty please post your question here under
Tableau Tag: TechandMate Knowledgebase
We’ll love to answer your queries!
Till then…
READ MORE ON DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL

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