To apply a filter over all the sheets, right-click over it, and in “Apply to Worksheets”, click on “Selected Worksheets” post which “Apply Filter to Worksheets ” dialogue box appears as shown in the screenshot subsequent to the below screenshot.Ģ0. We must remember that if two or more analyses have common fields over which the filter is generated, then only that filter will work for those analyses.ġ9. This is because the filter is applied over the former analysis, and to have it work over the latter also, we need to apply it over all the sheets. From the Mode filter dropdown, we selected L2 and as we can see below, data got filtered for the Pie “Regional Distribution Volume By Mode” analysis but not for “DU Volume Contribution”. Like, in this case, we preferred to have a filter as a dropdown menu.ġ8. We can change the way we want to display the filter by right-clicking over it and selecting the suitable option. The filter appears on the right side of the dashboard as can be seen in the screenshot subsequent to the below screenshot.ġ7. Like in this case, we created a filter for Mode as shown below. For that go to More Options, and in Filters select the field over which we want to create a filter. Now, we want the filter to appear over the dashboard. As illustrated below, selecting the West region in the pie charts gives total volume distribution for West in the DU Volume Contribution analysis also.ġ6. As can be seen in the below screenshot, just selecting a portion of the pie chart for Mode M1 gives details pertaining to it in the other analysis also.ġ5. This is an easy and quick way to filter data using visualizations.ġ4. In More Options, click on “Use as Filter”. The lowermost is “More Options”, click over it.ġ3. Click over any visualization, and on the right top corner, we find certain symbolic options. Now, we come to the most important part: adding filters to the dashboard. As illustrated below, we brought analysis from both the sheets into the dashboard.ġ2. To get the analysis from a sheet, just double click over it, or drag that sheet into the “Drop sheets here” section. The sheets appear on the left side as shown below.ġ1. Following the above step creates a blank dashboard. Alternatively, we can also click on the “New Dashboard” symbol in the sheet bar.ġ0. To create a new dashboard, click on the “New Dashboard” option in the Dashboard menu as shown in the below screenshot. Now we will incorporate the above two analyses in a dashboard. Rename the sheet as “DU Volume Contribution”.ĩ. Once done, we get the following a horizontal bar chart. To distinguish each region, drag dimension Region over Color in Marks card. To generate it, drag measure Distribution Volume into Columns region and dimensions Region and Distribution Unit into Rows region. Next, in another sheet, we’ll create an analysis that gives us distribution unit wise distribution volume with the regional break-up. Rename this sheet “Regional Distribution Volume By Mode”.Ĩ. To get contribution as percentages go to the drop-down menu of Distribution Volume in Marks card, select “Percent of Total” in “Quick Table Calculation”. Adjust the size of the pie charts from Size in Marks card as shown below.ħ. We get two pie charts separate for each mode that shows Region-wise distribution volume contribution.Ħ. Further, drag dimension Region and measure Distribution Volume over Color and Angle respectively in Marks card. The select Pie chart in Marks card then drags dimension Mode into the Columns region. Moving to the sheet tab we can see the dimensions and measures present in the respective sections as shown by the below screenshot.ĥ. The data that gets loaded as can be seen in the below screenshot.Ĥ. Using this data, we will create sheets, build a dashboard and finally add the filter to the dashboard.ģ. Important dimensions here are Distribution Unit, Region and Mode while Distribution Volume is a measure. The data contains details pertaining to volume distributed across different distribution units lying in different regions. For this demonstration, we are considering the Distribution Unit Volume data. Let’s proceed to add the filter to a dashboard. Adding Step-by-Step Filters to a Dashboard Next, the relevant field needs to be selected for the filter configuration from the dataset that will reflect on the dashboard. To add the Filters Tableau provides options on the top right corner followed by “More options” that include “Use as Filter” option. After the data available on the workbook, the Tableau developer needs to select the appropriate measures, dimensions and the relevant chart types for the dashboard visualizations. Tableau starts the processing by connecting to the data source and importing the data to the workbook. Introduction to Adding Filters in Tableau DashboardĪdding filters in the Tableau dashboard is steps involved to apply various filter conditions to the dashboard.
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