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How to create Interactive filters in tableau

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In this blog you will learn about how to create Interactive Filters in Tableau. Interactive filters in Tableau are dynamic tools that allow users to control which data is displayed in a visualization by selecting specific criteria. Filters enhance user engagement and offer a way to drill down into the data without altering the underlying data structure. With interactive filters, users can view only relevant data, making reports and dashboards more efficient and easier to understand.

Benefits of Interactive Filters in Tableau

  • Improved User Experience: Users can tailor the view to see only the most relevant data.
  • Enhanced Data Exploration: Filters allow users to explore different slices of the data without reloading or changing the dataset.
  • Reduced Clutter: By applying filters, unnecessary or irrelevant data can be hidden from the view, leading to a cleaner visualization.
  • Increased Performance: Displaying only filtered data improves the performance of dashboards, as fewer data points are loaded at a time.
  • Dynamic Reporting: Filters enable real-time analysis and can adjust based on user input, making dashboards more responsive.

Use Cases for Interactive Filters in Tableau

  • Sales Reports: In a sales dashboard, users can filter by region, product, or sales period to view detailed metrics.
  • Customer Segmentation: Filters can be used to segment customers based on criteria like age, location, or purchasing habits.
  • Performance Tracking: Organizations can use filters to monitor key performance indicators (KPIs) for specific departments, employees, or products.
  • Financial Analysis: Users can filter financial data by time period, revenue category, or geography to get a focused view of performance.

Steps to create Interactive Filters in Tableau

Step 1: Open Tableau

Step 2: Click on Text file to connect with Tableau

Step 3: Browse csv file (or other file format as your need) and click on Open

Step 4: Click on Sheet 1 (Worksheet) for further task

Step 5: Drag-n-Drop Category to Columns and Sales to Rows (forming a chart) to implementing filters

Step 6: Drag-n-Drop Category to Filters Shelf; a filter window will be pop up, click on OK

Step 7: Right click on Category (under Filter Shelf), and select Show Filter

Step 8: Again, right click on Category (under Filter Shelf) and click on Apply to Worksheets to select All Using Related Data Sources; click on New Worksheet icon to create a new sheet

New Worksheet

Step 9: Drag-n-Drop Region to Column and Profit to Rows to create a chart; now click on New Dashboard icon to create a Dashboard

New Dashboard

Step 10: Drag-n-Drop Sheet 1 in dashboard area

Step 11: Click on Layout and select Floating only

Step 12: Now resize the visual

Step 13: Now, drag-n-drop Sheet 2 in dashboard area

Step 14: Click on Layout and select Floating only

Step 13: Again, resize sheet 2 visual

Output: Here, we can see the changes in both visual based on Category filter

Conclusion

Interactive filters in Tableau offer immense value by allowing users to interact with their data dynamically. Whether it’s drilling down into specific data points or simply refining a dashboard for performance, filters provide flexibility and control over the data being displayed. Tableau makes it simple to create, customize, and apply filters, enhancing the storytelling power of your visualizations.

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