Filter, Groups, and Sets
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What’s Included
Extract Filters
Extract Filters
Extract filters are used to reduce the amount of data stored in your extracts so as to improve performance. Find out how to use them in this lesson.
Data Source Filters
Data Source Filters
If you are connecting to a Live database with a large amount of data, you may want to use data source filters to reduce the amount of data appearing in the Tableau view.
Context Filters
Context Filters
Context filters provide much better performance than quick filters and are especially useful on dashboards that contain multiple filters.
Quick Filters
Quick Filters
Quick filters are the easiest to create in Tableau and add great interactivity to your dashboards. However, they can have a negative impact on performance, particularly with large datasets.
Cascading Filters
Cascading Filters
When you have a hierarchy of dimensions that you want to use as filters, it is necessary to connect these filters for an optimal user experience. Thankfully, this can easily be done with cascading filters.
Filters and Parameters
Filters and Parameters
Parameters can be combined with filters to switch the dimension or measure that is showing in the view. This creates a nice user experience by reducing the number of dashboards needed in a workbook.
How and When to Use Groups in Tableau
How and When to Use Groups in Tableau
Groups enable you to select a segment of entries within a dimension and compare against the remainder. These are particularly useful for selecting specific geographical regions on a map.
Creating Constant and Computed Sets
Creating Constant and Computed Sets
Sets are more powerful than groups, that can be created through manual selection or computed using calculations. Find out how to create both types of sets in this lesson.
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