6 Replies Latest reply on Mar 14, 2017 4:40 AM by Praneeth Subudhi

Custom Filter with Excluded Values

Trish Cox Nov 12, 2012 4:43 PM

Hi All,

We are very new to Tableau and currently are on Tableau Desktop and are trying to figure out the best possible solution for the following scenario:

Create an HR dashboard using one Excel datasources and one .twb file, however when we package and export the workbook we want to be able to customize to various organization data just display the various orgs that our clients have access to viewing.

The problem we are running into is that we can easily "exclude" the data for the organizations we don't want but when we want to display a Filter, it shows the "Excluded" values as part of the filter (see picture below)

Is there any way we can have a filter that does not show the Excluded values?

We preferably would love to just use one datasource file and use one workbook that we can just refresh/customize per org, however if we have to create multiple workbooks PER ORG unit to not run into the filtering issue above then thats what I would like to confirm as well.

Thanks,

Trish

1. Re: Custom Filter with Excluded Values

Mark Holtz Nov 13, 2012 7:09 AM (in response to Trish Cox)

Hi Trish,

You can create a duplicate of the field you are filtering on. (Right click, duplicate in the Data Window)
(You may also want to name it something innocuous so that curious folks won't try to go messing with it.)
You can then drag it onto your filter shelf and exclude the values you want to exclude. Then, with your "real" filter, set it to relevant values only.

Hope this helps!
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2. Re: Custom Filter with Excluded Values

Tracy Rodgers Nov 13, 2012 10:57 AM (in response to Mark Holtz)

Great idea Mark!
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3. Re: Custom Filter with Excluded Values

Trish Cox Nov 14, 2012 8:34 AM (in response to Trish Cox)

Thanks Mark!

This worked perfectly.

Trish
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4. Re: Custom Filter with Excluded Values

saikiran Tadiboina Dec 19, 2013 8:16 PM (in response to Trish Cox)

Hi Mark,
This is working fine. I have one doubt same like this. I have Region wise data East, West, North, South. i had send the dashboard to the client. But East region person shouldn't see remaining region data at the same time West region client shouldn't see Remaining regions data vice versa. we can do like this in Tableau.
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5. Re: Custom Filter with Excluded Values

Rupesh Lad Jun 15, 2016 11:19 AM (in response to Mark Holtz)

Thanks Mark. Good Idea.

I would like to add more, if you wanted this this filter to be in all other worksheets then just right click --> Apply to worksheets and choose your option.
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6. Re: Custom Filter with Excluded Values

Praneeth Subudhi Mar 14, 2017 4:40 AM (in response to Mark Holtz)

Many Many thanks Mark.
I had exact same problem, and your approach helped me :-)
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