4 Replies Latest reply on Oct 4, 2016 2:13 AM by Vijay Anand

    How to store filters in tableau?

    Vijay Anand

      Hi,

       

      We have a requirement to create and save filters and later make it available in a list box for the user for selection. So that respective filters get applied onto different Graphs/Charts. Can we achieve this functionality in Tableau?

       

      In case if we can not achieve it using Tableau then please let me know how can we pass the filter conditions using .Net applications and get those applied on Tableau dashboard.

       

      Regards,

      Vijay Anand

        • 1. Re: How to store filters in tableau?
          triveni namballa

          Hi Vijay,

           

          Yes we can create and store the filters. Whenever you create filters in tableau that will be applicable for all the charts.

          Here I have attached the workbook by applying filters. You can go through that.

           

          Regards,

          Triveni.

          • 2. Re: How to store filters in tableau?
            Vijay Anand

            Hi Triveni,

             

            Thank you for the prompt reply.

             

            The issue i am facing is to have one or more different filters to be created and saved in tableau.

            Referring to the .twbx file you sent. We have created two sheets with different filters, now my query is "Can we create different combination using these filters and save it in tableau?"

             

            e.g:

            All2012 :- Category = All and Year=2012

            All2013 :- Category = All and Year=2013

            Office201314:-   Category = Office Supplies and Year=2013 and 2014

             

            Also can we create a list box in which we can show All2012,All2013 and Office201314 as option so that user can select any one of these?

             

            Regards,

            Vijay Anand

            • 3. Re: How to store filters in tableau?
              triveni namballa

              Hi Vijay,

               

              Yes we can show all the way to apply the filters. Here i have applied filters based on your example in the attached workbook. Kindly go through that.

               

               

              Regards,

              Triveni.

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              • 4. Re: How to store filters in tableau?
                Vijay Anand

                Hi Triveni,

                 

                Thank you once again for the reply.

                 

                But i am not able to understand how can I create four filters in one dashboard with the following combination and name:

                 

                   

                Name of the filterFields
                CategoryYear
                Furniture2012Furniture2012
                Office2012Office Supplies2012
                Tech2013Technology2013
                Office201314Office Supplies2013,2014

                 

                These are four filters I have to create in a single dashboard and user can select any one of these using the respective filter name at any point of time (I mean all filter should be available for selection whenever user visit the dashboard.).

                 

                Thank you,

                Vijay Anand.