1 Reply Latest reply on Jan 28, 2017 11:29 AM by Jamieson Christian

    Pre filering

    rob griffith

      Hi

       

      New user to Tableau so some very basic questions.

       

      I'm using Tableau on data from our software tracking tool, I want to create a dashboard so relevant parties can view and filter to specific applications, vendors and part of the business to see what is where and how much it is being used or not.

       

      I've got a basic version of this running but I can't find out how to pre filter the data, there is a lot of data I'd like to filter out in advance so to speak, so consumers of the report don't see that data in there view and don't have to filter to it.

       

      Regards

       

      Rob

        • 1. Re: Pre filering
          Jamieson Christian

          Rob,

           

          There are 3 main ways to filter data before the user has to filter it themselves:

           

          1. Data Source filters

           

          Configured in the Data Source tab, these filters are essentially the earliest point of filtering for your data. If you know there is data that will never be relevant in your views, this is the best place to set up a filter. Look for the "Add Filter" link in the top-right of the Data Source tab.

             

           

          2. Context filters

           

          These filters go on the Filters shelf in your view. They differ from regular filters on the Filters shelf in that they establish a context in which Fixed Level of Detail (LOD) Expressions are evaluated. If you have FIXED LOD Expressions contributing to your view, you may find that you need to configure some of your filters as Context Filters to ensure the FIXED level of detail is correct. Also, Context Filters can help govern the display of options on Quick Filters (which the user interacts with), to ensure that only relevant values are being displayed.

           

          Context Filters appear as a grey-colored pill in the Filters shelf.

           

          You can click most pills in the Filters shelf and select "Add to Context" to change them into a Context Filter.

           

          3. Dimension Filters

           

          These are the regular blue and green pills in the Filters shelf. As long as you have not enabled "Show Filter", these filters will apply to the view without the user being able to change how they are configured.

           

          Final Note

           

          All of the above assume that your users are accessing the workbook through Tableau Server, Tableau Online, or Tableau Reader. If they open your workbook using Tableau Desktop, ALL BETS ARE OFF. At that point, they can change anything they want to about the workbook, and you cannot enforce any filters.

           

          I hope this helps.

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