[MUSIC] Welcome back, so what is filtering in Tableau? Filtering is the process of removing certain values or a range of values from a result set. Tableau's filtering feature allows simple scenarios using field values, as well as advanced calculation or context based filters. For this lesson, I will demonstrate how to create filters to quickly show specific details. And after this lesson, you will be able to identify the three basic filters in Tableau, and describe the process for filtering your data, let's go. [MUSIC] Filtering is the process of removing certain values or a range of values from a result set. Tableau's filtering feature allows simple scenarios using field values, as well as advanced calculation or context-based filters. In this tutorial, we will consider the basic filters available in Tableau. Filtering is the process of removing certain values or a range of values from a result set. Tableau's filtering feature allows simple scenarios using field values, as well as advanced calculation or context-based filters. In this tutorial, we will consider the basic filters available in Tableau. There are three types of basic filters available in Tableau. Filter Dimensions are the filters applied on the dimension fields. Filter Measures are the filters applied on the measure fields, and filter Dates are the filters applied on the date fields. Let's look closer at each of these. Filter Dimensions are applied on the dimension fields. Typical examples include filtering based on categories of text or numeric values with logical expressions, with greater than or less than conditions. Let's use the Superstore data source to apply dimension filters on the subcategory of products. Let's create a view for showing profit for each subcategory of products according to their shipping mode. To do this, we would drag the Dimension field Sub-Category to the Rows shelf, and then drag the measure field Profit to the Column shelf. Next, drag the Sub-Category dimension to the Filter shelf to open the Filter dialogue box. Then click the None button at the bottom of the list to deselect all segments. Next, select the Exclude option in the lower right corner of the dialogue box, and then click OK. The result is that you have filtered your view not to show specific categories. We can also click on the drop down arrow on the Sub-Category filter, and click Show Filter. Now you have full control of the filter. Clicking on any fields will either show or remove them from the worksheet. The next type of basic filter is filter Measures. These are applied on the Measure fields. Filtering is based on the calculations applied to the Measure fields. So while in dimension filters we use values to filter, in filter measures we can use calculations based on fields. Let's start again with our Superstore data source. This time, instead of filtering by Sub-Category, let's remove Sub-Category from our filter and drag our Profit measure to the filter pane. Choose Sum as the filter mode and click on Next. From here, we can choose between a Range of values, At least, At most, or Special. Let's choose At least, and give a value of 10,000 to filter the rows which meet these criteria. When we click on OK, we get the final view, showing only the sub-categories whose total profit is greater than 10,000. We can also click on the drop down arrow on the Profit filter, and click on Show Filter. That gives you full control of the filter. Our final type of basic filter is filter Dates. It treats a date field in three different ways, while applying the date field. It can apply a filter by taking a relative date as compared to today, an absolute date or a range of dates. Each of these options is presented when a date field is dragged out of the filter pane. Using our Superstore dataset, if we drag our Order Date unto the filter pane instead of our Profit measure, and chose Range of Dates in the filter dialogue box, we can filter our view to show only a specific date range. Let's change our beginning date to 1/4/2015 and click on OK. On clicking OK, the final view appears, showing the result for the chosen range of dates. We can also click on the drop down arrow on the Order Date filter and click on Show Filter. Now you have full control of the filter. So far in this course you have learned what calculated fields are used for. How to create new fields, how to use Tableau's quick table calculations. How to create custom table calculations, and how to create and use Tableau's filters. In our next lesson, we will discuss Tableau parameters and how to use them to help focus your analysis. See you next time. So far in this course you have learned what calculated fields are used for. How to create new fields. How to use Tableau's quick table calculations. How to create custom table calculations, and how to create and use Tableau's filters. In our next lesson, we will discuss Tableau parameters and how to use them to help focus your analysis. See you next time.
