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Tableau: Filters

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Info
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Overview

Tableau allows users to filter charts and dashboards to show specific data types. These filters can be saved to view later.

For most reports, filters set in one view of a report are applied to all other views of the same report. Filter types vary based on the report data.

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titleSetting Filters
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UI Step

To use filters for a report, scroll to the right side of any report with associated filters. For date range filters, simply use the calendar picker to select appropriate dates. For filters with a drop-down option (such as the PO ID filter shown in the example below), click the filter to open up available options.

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When using filters with drop down options, click the drop down box, then deselect the All box to remove all options from the default view.

Using Tableau Filters

The majority of the reports include filters, they are displayed on the right-hand side of the view.  For example, if you are interested in seeing only results for a certain purchased order, you would use the filters in the view.  Screen shots that describe the filtering steps are below:

To filter, click in the appropriate filed, in this case PO ID. 

 Unclick the box “All”

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Type the desired value (in this case PO ID 109582) into the field at the top of the list, just below the filter bar.

Check the box next to the PO ID

Then click Apply

After the filters

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UI Step

Use either the search field above the All option to search for a specific parameter, or scroll through the options to locate and check the desired option(s). Multiple options can be selected. In the example shown, the PO ID 109582 was entered into the search field and the box was checked. This means that this data parameter will be set in the filter to only show corresponding values and data.

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Then click Apply. Complete the above steps for any additional filter on the report. After the filter(s) are applied, the report will refresh and display the data

associated with the filters.  Most reports will carry the filters from tab to tab.  In the example above the PO data will display on the invoice tab as well as the graph by month tab, without having to reapply. 

according to the parameters applied in the set filters. If this report enables filters to carry from one view to the rest, all views of the same report will enable to same set filters.

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titleSaving Set Filters
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After setting all your required filters, click the View: Original option from the top-right of the page.

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Then, input a Name for the saved filter, select if you want to have it as a Default view with each login by checking the box below the name field and finally, click the Save button.

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Saving Filters
UI Step

You can save multiple Saved Filters using these instructions, though only one can be selected as a Default. To access other Saved Filters, click the View: [Filter Name] option at the top-right of the page to open the modal window to select an alternate Saved Filter.

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