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Filters in Tableau

Filters in Tableau allow users to focus analyses by filtering data based on dimensions, measures, context, or metadata. Dashboards combine visualizations, while stories arrange dashboards and sheets narratively. The Tableau workflow involves connecting to data, preparing it, creating visualizations, dashboards, and stories, then publishing. Tableau Desktop is for professional use with advanced features, while Tableau Public creates shareable public visualizations for free.

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31 views

Filters in Tableau

Filters in Tableau allow users to focus analyses by filtering data based on dimensions, measures, context, or metadata. Dashboards combine visualizations, while stories arrange dashboards and sheets narratively. The Tableau workflow involves connecting to data, preparing it, creating visualizations, dashboards, and stories, then publishing. Tableau Desktop is for professional use with advanced features, while Tableau Public creates shareable public visualizations for free.

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Filters in Tableau:

Filters in Tableau are used to narrow down the data displayed in your
visualizations based on certain criteria. They allow users to focus on specific
subsets of data, making analysis more targeted and meaningful. There are
various types of filters in Tableau:

Dimension Filters: These filters allow users to filter data based on dimensions,
such as categories, regions, or time periods.

Measure Filters: Measure filters, on the other hand, filter data based on
quantitative measures, such as sales amount, profit, or quantity sold.

Context Filters: Context filters are used to define a context for other filters.
They help in improving the performance of the dashboard by reducing the
amount of data processed.

Top N Filters: Top N filters allow users to focus on the top or bottom N items
based on a specified measure, such as top 10 products by sales.

Relative Date Filters: These filters allow users to filter data dynamically based
on relative time periods, such as last month, last year, or year-to-date.

Metadata Filters:
Metadata filters in Tableau are filters applied to metadata rather than actual data
values. They allow users to filter data based on attributes or properties
associated with the data rather than the data values themselves. Metadata filters
are particularly useful when dealing with large datasets or when the filtering
criteria are not directly present in the data.

Creating Dashboards and Stories:


Dashboards: To create a dashboard in Tableau, you first need to create the
individual visualizations (worksheets) that you want to include in the
dashboard. Once you have your visualizations ready, you can drag them onto
the dashboard canvas and arrange them as desired. You can also add various
dashboard objects such as filters, parameters, and text boxes to enhance
interactivity and provide context.

Stories: Tableau Stories allow you to combine multiple dashboards and


worksheets into a narrative flow. You can add captions, annotations, and
navigation controls to guide viewers through the story you're telling with your
data. To create a story, simply navigate to the "Story" tab in Tableau, drag your
desired sheets and dashboards onto the canvas, and arrange them in the desired
order.

Workflow of Tableau:
The general workflow of Tableau involves the following steps:

Connect to Data: Import data from various sources such as Excel, CSV,
databases, or cloud services.

Prepare Data: Clean and prepare the data for analysis using Tableau's data
preparation tools.

Create Visualizations: Build visualizations (e.g., bar charts, line graphs, maps)
to explore and analyze the data.

Create Dashboards: Combine multiple visualizations into interactive dashboards


to share insights with others.

Create Stories: Combine dashboards and worksheets into a narrative flow to


create compelling data stories.
Publish: Publish your work to Tableau Server or Tableau Online for sharing and
collaboration.

Difference between Tableau Desktop and Tableau Public:


Tableau Desktop: Tableau Desktop is a premium, paid version of Tableau
software designed for professional use. It offers more advanced features, such as
data blending, real-time data connections, and advanced analytics capabilities.
Users can also connect to a wider range of data sources compared to Tableau
Public.

Tableau Public: Tableau Public is a free version of Tableau software primarily


intended for creating and sharing visualizations publicly on the web. However,
visualizations created with Tableau Public are publicly accessible and cannot be
saved locally or shared privately. Additionally, Tableau Public has limitations on
data connectivity and storage.

In summary, Tableau Desktop is suitable for professional use cases requiring


advanced features and private data handling, while Tableau Public is ideal for
creating and sharing visualizations publicly for free.

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