1 2 Previous Next 20 Replies Latest reply on Jul 27, 2018 9:15 PM by Guntars Vecpuisis

# Restrict Values that appear in Quick Filter

I've tried searching the forums, but haven't found this specifically. If it is out there, please point me in the right direction!

I am trying to segregate out (disallow) a single value from being available for selection and from being displayed from my Multiple Value List Quick Filter.

The value will never be selected. (It is a "catch all" value for the dimension that no significant volume will ever fall in).

What's the easiest way to do that?

• ###### 1. Re: Restrict Values that appear in Quick Filter

I have the same question, does anybody know how to do this?

• ###### 2. Re: Restrict Values that appear in Quick Filter

The way around this is to create either a set or a group and base the quick filter on that. You can group the value in with others or exclude it from a group.

5 of 5 people found this helpful
• ###### 3. Re: Restrict Values that appear in Quick Filter

I wanted to provide an update in case anyone else ever stumbles upon this question.

I think my solution is essentially what Nathaniel suggested, but here it is spelled out:

Since I had a low number (5) of desired set of possibilities that I wanted, while I wanted to prevent any other option from being included/selected, I made a formula to include the "set" of desired acceptable values.

I made a calculated field called [FilterField (Reduced)], as an if statement:

IF [FilterField] = "Desired Value 1" OR

[FilterField] = "Desired Value 2" OR

[FilterField] = "Desired Value 3" OR

[FilterField] = "Desired Value 4" OR

[FilterField] = "Desired Value 5"

THEN [FilterField]

ELSE "Never Include"

END

I excluded the "Never Include" value with the [FilterField (Reduced)] filter and added a Quick Filter for the [FilterField] and employed the option to show only relevant values.

5 of 5 people found this helpful
• ###### 4. Re: Restrict Values that appear in Quick Filter

This works well - thanks for sharing!

Just one point -  I have the "never include" as an option in my quick filter.  How do I stop that from showing?

Thanks

Kirstin

• ###### 5. Re: Restrict Values that appear in Quick Filter

Use the original field as your quick filter and the calculated field as a standard filter. In the above example, [FilterField (Reduced)] is your quick filter, and [FilterField] is on your filter shelf with "Never Include" excluded.

1 of 1 people found this helpful
• ###### 6. Re: Restrict Values that appear in Quick Filter

The way I've done this most easily is to duplicate the field you're currently filtering, then add it (the duplicated field) to the filters shelf. I put the new filter above the other one (not sure that matters much, but I prefer it) and optionally add it to the context. Then open up that new filter, and include / exclude the values as you need.

Now on your original quick filter, if you show fewer (fewest, or limit to context) you'll only see the values you allowed in that duplicate filter field.

• ###### 7. Re: Restrict Values that appear in Quick Filter

Mike I used to do something similar to what you describe, until I saw this blog by Chris Love :

Tableau: Good to Great; Hiding Options in Quick Filters - The Information Lab

Where he suggests using a set instead. It's quicker and cleaner.

--Shawn

11 of 11 people found this helpful
• ###### 8. Re: Restrict Values that appear in Quick Filter

Great tip, thanks Shawn!

• ###### 9. Re: Restrict Values that appear in Quick Filter

I was able to resolve this issue by creating set of my data dimensions. Within sets I was able to select specifics as what fields I wanted displayed as options, hence excluding those which were trivial to my context.

• ###### 10. Re: Restrict Values that appear in Quick Filter

For anyone in the same situation, I will say that when needing to create multiple custom filters from one original filter, it helps to employ the method mentioned by Mark. It is a bit cumbersome, yet still effective.

Using sets is great — and quite easy might I add — but if I understand them correctly, two custom filters based on sets cannot exist in one dashboard due to the conflict between the in/out members.

• ###### 11. Re: Restrict Values that appear in Quick Filter

Thanks Shawn, that link was exactly what I needed. My situation was a long list of values where only three were pertinent for my reports so excluding the data from the other options was a non-issue.

• ###### 12. Re: Restrict Values that appear in Quick Filter

Hello,

For doing this you need just need to do following steps:-

1.Take Duplicate of the Dimension

2.Give name and get that in Filter Shelf

3.Here Exclude that values you don't want to show in tableau

4.Then Click on OK

5.At Last You just Show your Original Quick Filter And On Top and Right Side Corner Show Only Fewer Values

4 of 4 people found this helpful
• ###### 13. Re: Restrict Values that appear in Quick Filter

Worked like a charm!