Any data analysis and visualization work involve the use of extensive filtering of data. Tableau has a variety of filtrations to address these needs.
Tableau has many inbuilt functions for applying filters on the data using both measures and dimensions.
For the measures, the filter option offers numeric calculations. The filter option for dimension offers using a custom list of values or choosing string values from a menu.

Creating Filters

• Filters are designed by dragging the required field to the Filters shelf.
• Then, create a horizontal bar chart by dragging the dimension (Sub-Category) to the Rows shelf and the measure (sales) to the Columns shelf.
• Again, drag the Sales into the Filters shelf, select sum option among all options, and click on the Next button.
• Once this filter is created, right-click and choose the Edit Filter option from the pop-up menu.

• Select one option among these options and click on OK button to apply the filter as shown in below screenshot.

• The final view after applying filter looks like below screenshot:

Create Filters for Measures

Measures are numeric fields. So, the filter options for such fields involve choosing values. There are following types of filters for measures in Tableau:
• Range of values: It specifies the minimum and maximum values of the range to include in the view.
• At Least: It includes all values that are greater than or equal to a specified minimum value.
• At Most: It includes all values that are less than or equal to a specified maximum value.
• Special: It helps you filter on Null values. It includes Null values, Non-null values, or All Values.
Below screenshot shows all these filters for Measures:

Create Filters for Dimensions

Dimensions are descriptive fields having string values. There are following types of filters for dimensions in Tableau:
• General Filter: It allows to select specific values from a list.
• Wildcard Filter: It allows to mention wildcards like cha* to filter all string values starting with cha.
• Condition Filter: It applies conditions such as sum of sales.
• Top Filter: It chooses the records representing a range of high values.
Below screenshot shows all these filters for Dimensions:

How to Clear Filters

Filters can be easily removed after selecting the filter Remove options as shown in the below screenshot.

Tableau Extract Filters

Extract filter is used to filter the extracted data from the data source. This filter is utilized if the user extracts the data from the data source.
After connecting the text file to Tableau, you can see the two options, Live and Extract in the top right corner of the data source tab.
A live connection is directly connected to a data source. And extract connection extracts the data from the data source and creates a local copy in Tableau repository. The procedure for creating an extracting filter is given below step by step as follows.
Step1: Connect a text file with Tableau.
• Click on the “Extract” radio button as shown in below screenshot.

• It creates a local copy in Tableau repository.
Step2: Then,
• Click on the “Edit” option that placed on the top right corner near to Extract button.
• It opens the “Extract data” window. Click on the “Add” option present in the Window.

Step3: “Add Filter” Window is opened to select a filter condition.
You can choose any of the fields and add as Extract filter. In this example, we have selected “Category” as extract filter.
1. Select the Category field from the list.
2. Click on OK button.

After clicking on the OK button, it opens a filter window shown in the below screenshot.

So, this brings us to the end of blog. This Tecklearn ‘Filter Operations and Extract Filters in Tableau’ blog helps you with commonly asked questions if you are looking out for a job in Tableau Desktop. If you wish to learn Tableau Desktop and build a career in Business Intelligence domain, then check out our interactive, Tableau Desktop Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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Understanding Tableau
• Why Tableau
• Tableau Product Platforms
• Tableau Architecture
• Tableau Interface
Data Connection with Tableau Desktop
• Features of Tableau Desktop
• Connect to data from File and Database
• Types of Connections
• Data Blending
• Joins and Unions
• Tableau Desktop User Interface
• Basic project: Create a workbook and publish it on Tableau Online
Basic Visual Analytics
• Visual Analytics
• Basic Charts: Bar Chart, Line Chart, and Pie Chart
• Hierarchies
• Data Granularity
• Highlighting
• Sorting
• Filtering
• Grouping
• Sets
Advanced Visual Analytics
• Parameters
• Tool tips
• Trend lines
• Reference lines
• Forecasting
• Clustering
Calculations in Tableau
• Calculated Fields
• Numeric, String, Data, Logical, Addressing and Partitioning
• Table Calculations
Level of Detail (LOD’s) Calculations
Advanced Charts in Tableau
• Box and Whisker’s Plot
• Bullet Chart
• Bar in Bar Chart
• Gantt Chart
• Waterfall Chart
• Pareto Chart
• Control Chart
• Funnel Chart
• Bump Chart
Parameters
• What If Scenarios
• Parameter in CF (KPI control)
• Parameter in Filter (Top N)
• Parameter in reference line
Dashboards and Stories
• Introduction to Dashboards
• The Dashboard Interface
• Dashboard Objects
• Building a Dashboard
• Dashboard Layouts and Formatting
• Interactive Dashboards with actions
• Designing Dashboards for devices
• Story Points
Data Security in Tableau
Optimizations tips and tricks
Interacting with Tableau Server
Working with Tableau JavaScript API

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