Filtering and sorting

Introduction to Tableau

Lis Sulmont

Content Program Manager at Duolingo

Filtering

What data should be kept and excluded from the view?

For example, filter by...

  • Category - sales data for electronic products only
  • Date range - sensor measurements from the past week
  • Location - subscriptions bought in Asia
  • Min/max value - departments that have met performance threshold
  • Top N values - top ten performing store locations
Introduction to Tableau

Types of filters in Tableau

Order of operation:

  1. Extract filters
  2. Data source filters
  3. Context filters
  4. Dimension filters
  5. Measure filters
Introduction to Tableau

Dimension filters (in blue)

Categorical/discrete data

  • Selecting values

Filter on room type

  • Define a pattern with a wildcard (e.g., neighborhoods that start with "T")
  • Conditions (e.g., neighborhoods that have at least 20 listings)
  • Top/Bottom records (e.g., top 5 neighborhoods with highest average price)
Introduction to Tableau

Measure filters (in green)

Quantitative data

  • Range of values

Filter on availability

  • At least, at most, or equals
  • Null or non- null values
Introduction to Tableau

Sorting

Tableau defaults on alphabetical sorting on dimension

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Alternative:

  • Sort by metric ascending or descending (e.g., show highest grossing products at the top)
Introduction to Tableau

Dataset

Dataset for the exercises from gapminder

Introduction to Tableau

Let's practice!

Introduction to Tableau

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