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Tableau filter
January 22, 2019 5:23 pm Published by

 – Fifth in a series for the 2019 Data VizArt Student Challenge –                                                                                  

This week’s Tableau tip is on how to use the slider filter.  When visualizing a large amount of data, it can often be difficult to fit to scale.  Implementing a helpful filter will enable your audience to navigate it more efficiently.  The slider filter allows users to select a single value or range to be shown, making it easier for them to analyze the data.  The following examples outlines a step by step process of incorporating a single value and a multi-value slider filter into a dashboard.

This example features AGIS Sales Data from the Data VizArt Student Challenge.  Available for download here: www.dvastudentchallenge.ca

 

Single Value Slider

The initial view of the map looks crowded and clustered.

Slider1

 

First drag the Sales Price field into the Filter card to create a Filter on Sales Price.  From the Filter window users can select what values they want to include/exclude.  In this example, we’re including every value.  Once content with what data you want the filter to show, click ok.

Slider2

 

Slider3

To show the filter within the sheet, click the arrow on the field in the Filter card and select Show Filter from the dropdown.

 

Slider4a

 

 

There are several types of filters you can use within Tableau. To change the function of the filter, click on the arrow within the individual Filter card and select the appropriate filter.  To select the slider, click on Single Value(slider).

 

 

After that, create a new dashboard, drag your desired sheets and voila!

 

 

 

Finished Project

Slider5

Users can either use the slider arrows or enter in values in the search box to navigate the data.

 

Multiple Slider Values (Range)

In this example, the Sales Price column was set as a string due to the $ sign.  Creating a function to remove the $ sign allows the data type to be changed into a number.

Slider6

 

To change the data type, select the symbol to the left of the data field (“Abc” for a String) and select Number (whole).  The data must also be changed from discrete to continuous.  This can be done by selecting Convert to Continuous from the data fields’ dropdown menu.

 

Slider6 Slider7

 

Due to the data being continuous, the Filter Card for the new Sales Price field will now look different.  Users can select between having a range of values or having values below/above a certain point.  In this example, we’ve selected a range of all the values.

 

Slider8

 

Slider9

 

Following the previous steps above to show the filter, users can now select between the desired multiple value slider options.

 

 

Once again, create a new dashboard, drag your desired sheets to start making zany visualizations!

 

 

 

Finished Project

Slider10

 

Slider11

 

 

 

If for some reason, you’re unable to locate a specific filter.  Right click the sheet border on the dashboard and select the appropriate filter from the Filter dropdown.

 

 

 

Click here to see how the filter appears in a published workbook.

 

And that will do it for today’s tutorial!  Here at rel8ed.to we’re very excited for the upcoming Data VizArt Student Challenge and we hope our how-to’s have helped new Tableau users and competing students alike.  And stay tuned for one final blog entry on the modeling function, coming this week or next.  Thanks for reading!

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This post was written by Connor James

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