Combine Multiple Filters into a Single Swappable Filter in Tableau
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- เผยแพร่เมื่อ 16 ก.ค. 2024
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Description:
How often do you build a Tableau dashboard and feel like it has too many filters? This happens to me all the time! You don't know what to do with them, right? Make two rows of filters? Ugh. Make a massive column? That's a lot of screen real estate. Add show/hide buttons so users can toggle a layout container on and off the page? That doesn't seem ideal either. What if someone doesn't realize they can show filters?
What about this? Narrow down your top 5-7 filters and leave those showing for your users. Then, for the remaining filters (which are hopefully used less often), combine them into a single, swappable "Additional Filter" which the user can select from.
This is a solution my great client Seattle Colleges and I came up with when we had too many filters on a dashboard. It provides the ability to select from many additional demographic filters without sacrificing space and cluttering the dashboard.
The only small drawback is that only one of those additional filters can be selected at a time. So in this use case, you could Select "Veteran" from [Veteran Status] or "High School" and "Some College" from the [Prior Edu] option, but you couldn't filter to "Veteran" + "Some College".
Ready to learn how you can combine numerous filters into a single, swappable filter on your Tableau dashboard? Check out this video!
Resources:
Tableau Public Workbook: public.tableau.com/app/profil...
Chapters:
0:00 Too Many Filters
1:35 Single Swappable Filter Example
3:00 Creating Parameter + Calculation
8:02 Setting Default Sorts
9:06 Updating Parameter
10:08 Adding Swappable Filter to Dashboard
11:20 Formatting Swappable Filter
Need help setting up your custom filter swap? Schedule an hour with Eric: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909
Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163
Hey Eric. thanks for the excellent video. Filters are a real thing for me at my current stage in Tableau development. Your video addressed a major issue I've had regarding the client insistence on having so many filters available on every dashboard - what I've recently come to describe as EEA (Everything, Everywhere, All at once - I was thinking of trademarking this but someone called OSCAR made a film with the same title - go figure!).
I'm really loving the content from both you and Ollie. I've already saved a number of your videos for future reference and this one has been added to my 'Best in Class' group.
Thanks so much Paul. I hope this video helps a lot of folks who have the same problem with too many filters. It's always nice to get feedback and hear these videos are truly helpful!
This is AWESOME! Thank you for sharing - simple but very effective in saving oh-so-special prime dashboard real estate!
Amazing! We're so glad to hear you will find this useful!
This is so practical! Thanks a lot! I am suffering from too many filters slowdown the dashboard. This will definitely help on that piece!
Amazing! We're so glad to hear it. Thanks for letting us know!
Thank you man. This is exactly what ive been looking for!
You are welcome!
This is the Tableau equivalent of dependent drop down lists in Excel. Very good
We're glad to hear you found it helpful!
This is so great. Thank you for sharing.
You are very welcome!
Thanks man👍🏼 saved my day
We're so glad to hear this helped you!
Tkx, it is helpful.
You're welcome!
Super Cool!!
We're so glad you like it!
This is a fantastic trick.
We're so glad you found it helpful!!
Hey Eric, its so helpful, is it possible to do the same application with four parameters??
Hi Rahul! Not exactly but you can accomplish the same thing for parameters using Dynamic Zone Visibility. Here's a video on DZV: onenumber.biz/blog-1/2022/3/29/tableau-dynamic-zone-visibility
I do like this a lot. Does save space. Just want to clarify if we can use multiple filters at the same time with this. For example, part time and over 18 and female.
Thank you! Unfortunately, that is not correct. The limitation here is that you can only select values from whatever field is selected in the parameter.
@@onenumbertableau Can you help me with how to select multiple filters, for example, part- time, over 18 nd female all together? Please suggest
@@meghasharma6381 That won't work with this approach. Maybe you can switch to an approach where you have a container that appears/disappears with additional filters? Here's a simple video on how to do that: th-cam.com/video/Z9vc4t-Kf5c/w-d-xo.html&ab_channel=RigorDataSolutions
Very Helpful!
Any tips on how to handle context filters in some parameters/fields? I am mapping flight paths and this technique allows the choice to filter by airline, origin or destination. But it would be nice to be able to group origin by country or destination by state using context filters.
Hi Matt! Hmm, I'm having trouble envisioning what these filters look like and how they would interact. Are you able to provide a screenshot of what the filters looks like? I'm assuming the "Only Relevant Values" selection in the filters isn't working the way you want? kb.tableau.com/articles/howto/how-to-show-only-relevant-values-in-filter-when-using-data-blend
If you wanted to be able to select multiple filters, let's say 2, could you repeat this process twice and call the first additional filter field 1 and the second additional filter field 2?
I think so! Might need to be conscious about how much space you have for those dropdowns but I think that's totally doable.
@@onenumbertableau Thank you!
How did you align those filters college name drop down, program name, year of application name, and cards aligned ?
Do you 've primary video tutorials to build them ?
Hi! We have a blog post on efficient filter layout here: onenumber.biz/blog-1/2019/11/11/efficient-filter-layout-for-tableau-dashboards
Hopefully that helps!
Great help! Thank you! If I want to add one more filter to allow "no filter applied", how should I do this?
Could you add that option to the parameter and then add this line to the calculated field?
WHEN "No Filter Applied" THEN TRUE
@@onenumbertableau Thanks for your reply - not expected but really nice! I found a solution: when setting up the parameter, I have one integer Value = 0 (or any number), Display as 'Overall' (which means no filter is applied). Then in creating the calculated field, I had CASE [parameter] WHEN 0 THEN 'Overall'. That solved it - just as you suggested.
@@user-cr2vr3rg4n I'm glad you've got it working!
Hi brother, I have one query that I am unable to find last 90 days and pervious 90 days avg. And i want show that % of different in KPI and the data update every few hours. Do a video for this issue. That will help us. Thanks
Hi Ashok. That's pretty specific so I don't think we'll make a video on it but here is some of the logic you need.
Last 90 Days:
AVG(IF DATEDIFF('day',[Date Field],TODAY())
Hello there, cool video. I have a question tho
at 2:17 the dashboard went blank because you selected something else from the primary filters. How can I make the dashboard not go blank but select an available variable automatically.
This is quite urgent pls and I would appreciate a quick and detailed response. Thank you
I would ensure you select "All" before switching to another option. otherwise you will have an invalid selection based on the new field you switched to. There isn't a simple solution to get around this that I'm aware of.
I get an error for each my case statements because it expected type 'x' but instead found integer. Result types from 'CASE' expressions must match
Hi! You'll need to adjust the calculation depending on what type of parameter you create. I created an integer parameter so I referenced integers in the CASE statement. If you create a string parameter, you'll need to reference string values instead.
For an integer, it works like this
CASE [Parameter]
WHEN 1 THEN [Field]
END
If you did string, you'll need quotes like this.
CASE [Parameter]
WHEN "1" THEN [Field]
END
May I ask a question, When creating the Calculated Field - "additional filter field". I did exactly the same for the parameter setup. However, tableau keep telling me Age group and all the rest are not exist. [reference to undefined field] I don't know why. Thanks.
Hi Daniel, I'm not sure! Are you working with the exact same data source which has fields with the exact same names?
That was good. But in my case I want to apply two filters at the same which clearly is not possible this way. What can I do in this case?
I don't think I would want a design where a filter is applied but I can't see it. Maybe something like a collapsible menu container might be a better fit? (www.tableau.com/blog/how-create-collapsible-menu-container-tableau)
Need Help : if I created a dynamic 13 month rolling filter by creating calculated field datetrunc and parameter on date. How can i trigger another filter which can give me value (comment for that month) of selected month which i am rolling in for. Cause its messing up the current month value as as its still taking up the value (comment for that month) and showing for all 13 month months.
I think your best bet lies with using the LOOKUP function (more on that here: onenumber.biz/blog-1/2017/10/9/comparing-year-over-year-in-tableau). I won't be able to write the correct formula without meeting to work through the details. Feel free to book an office hour if you want to tackle it together: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909
guys, is it possible like create a parameter/button/filter whatever, that when I click it change my others filter values?
Like when I click in it, change my Region to Canada, my Category to Forniture..
I've come across this question before and I don't think so - at least, there isn't a nice, elegant solution. If it is a possibility, my hunch is that Parameter Actions might be able to help (help.tableau.com/current/pro/desktop/en-us/actions_parameters.htm). Please let us know if you find a great solution!
Wow, so sorry this can't be done, really need it. It's going to break my little mind, but I think to solve is to go to the raw data and add sets of calculated fields that represent filter combinations and bring them into Tableau....@@onenumbertableau
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