Recently, I created a sales Dashboard in Tableau to display the charts showing overall sales, profit, and categories. Later, I customized the dashboard and added filters so that users can filter and view the specific data in the worksheets directly in the dashboard.
By adding filters in Tableau dashboards, we can avoid the need to create different dashboards for different views.
In this Tableau tutorial, I will explain how to add filters to Tableau dashboards for different business requirements.
Filter in Tableau Dashboards
In Tableau dashboards, filters enable us to restrict or limit the data shown in a chart or across an entire dashboard to a specific selection of values, ranges, or conditions.
In dashboards, filters can be applied directly to views or through “Filter Actions” that allow users to select a data point in one visualization and view a related, filtered version in the selected chart or across all charts in the dashboard.
Add Filters in Tableau Dashboards
In Tableau dashboards, there are three ways to display filtered data on the worksheets within the dashboard.
- Add a quick filter to the Tableau dashboard
- Add filters to the worksheet in the Tableau dashboard
- Add filters to multiple worksheets in a Tableau dashboard
Add a Quick Filter to the Tableau Dashboard
In the Tableau dashboard, the quick filters are displayed when a filter has already been added to a worksheet before the worksheet is added to the dashboard.
Using this method, you can adjust the worksheet filters directly on the dashboard. Now, follow the steps below to add a quick filter to the Tableau dashboard.
- To add a quick filter, open the dashboard and click on the drop-down of the worksheet to which you want to add a filter. In this example, I’m adding a filter to the Line chart for the fields ‘Profit‘ and ‘Segment‘.
- In the dropdown, select “Filters,” and it will display the filters already added to the worksheet chart. In this example, I have selected the filters Sum of Profit and Sum of Sales.
- Now the selected filters will be visible on the top right corner of the dashboard. From here, we can adjust the filters and display the data accordingly in the Dashboard.
For example, if I uncheck any value from the segment filter, then data for the same unchecked value will also be removed from the worksheet in the dashboard.