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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.


Using Tableau Filters

The majority of the available reports in Tableau include filters. Filters define what parts of a data set are included in the report view. For most reports, filters set in one view a report are applied to all other views of the same report. Filter types vary based on the report data.

  1. 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. 

  2. When using filters with drop down options, begin by clicking the drop down box, then deselecting the "All" box to remove all options from the default view.

  3. 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.

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 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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