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WEEK 7:
Advance Visualization Tools: Using Filters, Using detail panel, Using
thesize Panel, Customizing Filters, Using and customizing tool tips
andFormatting your data with colors.

Filter Data in the View

Filtering is an essential part of analyzing data. This article describes the many
ways you can filter data from your view. It also describes how you can display
interactive filters in the view, and format filters in the view.
Filtering Order of Operations
Before you begin filtering data in Tableau, it's important to understand the order
in which Tableau executes filters in your workbook.
Tableau performs actions on your view in a very specific order; this is called the
Order of Operations. Filters are executed in the following order:

1. Extract filters
2. Data source filters
3. Context filters
4. Filters on dimensions (whether on the Filters shelf or in filter cards
inthe view)
5. Filters on measures (whether on the Filters shelf or in filter cards in

theview) Select to keep or exclude data points in your view

You can filter individual data points (marks), or a selection of data points from
your view. For example, if you have a scatter plot with outliers, you can exclude them
from the view so you can better focus on the rest of the data.

To filter marks from the view, select a single mark (data point) or click and drag in

the view to select several marks. On the tooltip that appears, you can: 1
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 Select Keep Only to keep only the selected marks in the view.

 Select Exclude to remove the selected marks from the view.

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Select headers to filter data

You can also select headers to filter them from your view.

To filter entire rows or columns of data from your view, select the header in the view.
On the tooltip that appears, select to Exclude or Keep Only the selected data.

When you select a table header that is part of a hierarchy, all of the next level headers
are also selected. For example, the view shown below consists of two unrelated
dimensions placed on the Columns shelf, and two levels of the same hierarchy placed
on the Rows shelf.

The selected row headers include the Furniture member of the

Category dimension, and the Binders and Labels members of the Sub- category
dimension. When Furniture is selected, all members from the next (inner) level in the
hierarchy are automatically selected. In this case, that means the Bookcases, Chairs,

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Furnishings, and Tables members.

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Drag dimensions, measures, and date fields to the Filters shelf

Another way to create a filter is to drag a field directly from the Data pane tothe Filters
shelf.

When you add a field to the Filters shelf, the Filter dialog box opens so you can
define the filter. The Filter dialog box differs depending on whether you are filtering
categorical data (dimensions), quantitative data (measures), or date fields.

Filter categorical data (dimensions)

Dimensions contain discrete categorical data, so filtering this type of field generally
involves selecting the values to include or exclude. When you drag a dimension from
the Data pane to the Filters shelf in Tableau Desktop, the following Filter dialog box
appears:

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 General: Use the General tab to select the values you want to include or exclude.
 Wildcard (Tableau Desktop only): Use the Wildcard tab to define a pattern
to filter on. For example, when filtering on email addresses you might want
to only include emails from a specific domain. You can definea wildcard filter
that ends with "@[Link]" to only include Googleemail addresses.
 Condition: Use the Condition tab in the Filter dialog box to define rules to
filter by. For example, in a view showing the average Unit Price for a
collection of products, you may want to only show the Products that have an
average unit price that is greater than or equal to $25. You can use the built-
in controls to write a condition or you can write a custom formula.
 Top: Use the Top tab in the Filter dialog box to define a formula that
computes the data that will be included in the view. For example, in a
viewthat shows the average Time to Ship for a collection of products, you
can decide to only show the top 15 (or bottom) products by Sales. Rather
than having to define a specific range for Sales (e.g., greater than $100,000),
you can define a limit (top 15) that is relative to the other members in the
field (products).

Filter quantitative data (measures)

Measures contain quantitative data, so filtering this type of fieldgenerally

involves selecting a range of values that you want to include.

When you drag a measure from the Data pane to the Filters shelf in TableauDesktop,
the following dialog box appears:

Select how you want to aggregate the field, and then click Next.

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In the subsequent dialog box, you're given the option to create four types of
quantitative filters:

Range of Values: Select the Range of Values option to specify the minimum and
maximum values of the range to include in the view. The values you specify are
included in the range.

At Least: Select the At Least option to include all values that are greater than or equal
to a specified minimum value. This type of filter is useful when the data changes often
so specifying an upper limit may not be possible.

At Most: Select the At Most option to include all values that are less than or equal to
a specified maximum value. This type of filter is useful when the data changes often
so specifying a lower limit may not be possible.

Special: Select the Special option to filter on Null values. Include only Null values,
Non-null values, or All Values.

Filter dates

When you drag a date field from the Data pane to the Filters shelf in Tableau Desktop,
the following Filter Field dialog box appears:

You can select whether you want to filter on a relative date; filter between a range of
dates; or select discrete dates or individual dates to filter from the view.

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To show a filter in the view:

1. In the view, click the field drop-down menu and select Show Filter.

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The field is automatically added to the Filters shelf (if it is not already being filtered),
and a filter card appears in the view. Interact with the card to filter your data.

Using detail panel - Marks Card

Separate marks in the view by dimension members

From the Data pane, drag a dimension to Detail on the Marks card.

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When you drop a dimension on Detail on the Marks card, the marks in a dataview are

separated according to the members of that dimension. Unlike dropping a dimension

on the Rows or Columns shelf, dropping it on Detail on the Marks card is a way to
show more data without changing the table structure.

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Using the size Panel - Marks Card

To change the size of marks in the view, do one of the following:

On the Marks card, click Size, and then move the slider to the left or right.

The Size slider affects different marks in different ways, as described in the
following table.

MARK TYPE DESCRI

PTION
Circle, Square, Shape, Text Makes the mark bigger or smaller.

Bar, Gantt Bar Makes bars wider or narrower.

Line Makes lines thicker or thinner.

Polygon You cannot change the size of a

polygon.

Pie Makes the overall size of the

pie bigger and smaller.

The size of your data view is not modified when you change marks using the Size slider.
However, if you change the view size, the mark size might change to accommodate
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new formatting. For example, if you make the table bigger, the marks might become
bigger as well.

From the Data pane, drag a field to Size on the Marks card.

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When you place a discrete field on Size on the Marks card, Tableau separatesthe marks
according to the members in the dimension, and assigns a unique size to each member.
Because size has an inherent order (small to big), categorical sizes work best for ordered data
like years or quarters.

When you place a continuous field on Size on the Marks card, Tableau drawseach mark with
a different size using a continuous range. The smallest value isassigned the smallest sized
mark and the largest value is represented by the largest mark.

Edit marks sizes

To edit the size of marks, or change how size is being applied to marks in theview:

1. On the Size legend card (which appears when you add a field to Size on theMarks
card), click the drop-down arrow in the right-hand corner and select Edit Sizes.

2. In the Edit Sizes dialog box that appears, make your changes and thenclick

OK. The options available depend on whether the field being applied to

Size is a
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continuous or discrete field.

For continuous fields, you can do the following:

For Sizes vary, click the drop-down box and select one of the following:

Automatically - Selects the mapping that best fits your data. If the data is numeric and does
not cross zero (all positive or all negative), the From zero mapping is used. Otherwise, the By
range mapping is used.

By range - Uses the minimum and maximum values in the data to determine the distribution
of sizes. For example, if a field has values from 14 to 25, the sizes are distributed across this
range.

From zero - Sizes are interpolated from zero, assigning the maximum mark size to the
absolute value of the data value that is farthest from zero.

Use the range slider to adjust the distribution of sizes. When the From zero mapping is
selected from the Sizes vary drop-down menu, the lower slider is disabled because it is
always set to zero.

Select Reversed to assign the largest mark to the smallest value and the smallest mark to the
largest value. This option is not available if you are mapping sizes from zero because the
smallest mark is always assigned to zero.
To modify the distribution of sizes, select the Start value in legend and End value for range
check boxes and type beginning and end values for the range.

For discrete fields, you can do the following:

Use the range slider to adjust the distribution of sizes.

Select Reversed to assign the largest mark to the smallest value and thesmallest mark to
the largest value.
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Continuous axis mark sizing

For views where the mark type is Bar and there are continuous (green) fields on both Rows
and Columns, Tableau supports additional options and defaults for sizing the bar marks on
the axis where the bars are anchored.

The bar marks in histograms are continuous by default (with no spaces between the marks),
and are sized to match the size of the bins. When there is a field on Size, you can determine
the width of the bar marks on the axis where the bars are anchored by using the field on Size.
To do this, click the Size card and select Fixed.
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When there is no field on Size, you can specify the width of the bar marks on the axis
where the bars are anchored in axis units. To do this, click the Size card, choose
Fixed, and then type a number in the Width in axis units field.

Customizing ToolTips

Tooltips are details that appear when you hover over one or more marks in theview. Tooltips
are also convenient for quickly filtering or removing a selection,or viewing underlying data.
You can edit a tooltip to include both static and dynamic text. You can also modify which
fields are included in a tooltip and whether you want to be able to use those fields to select
marks in the view.

Add a tooltip

1. Drag a field to Tooltip on the Marks card.

2. Click Tooltip on the Marks card to open the Edit Tooltip dialog box, where
you canadd text, rearrange the tooltip contents, and insert more fields.

Tooltip options
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After you open the Edit Tooltip dialog box, there are several options that you can choose
from to format the tooltips in your view and configure their behavior. You can choose from
the options below.

Format tooltips: Tooltips are specified on a per-sheet basis and can be formatted using the tools on the top of
the Edit Tooltip dialog box.

Adding dynamic text: Use the Insert menu at the top of the dialog box to add dynamic text
such as field values, sheet properties, and more. The All Fields command on the Insert menu
adds all field names and values that areused in the view to the tooltip for any mark in the
view.

Show tooltips: Tooltips are shown by default. If you prefer to hide automatic tooltips, clear
the Show Tooltips check box.

Configure tooltip behavior: Configure how tooltips behave by selecting one of the
following options in the drop-down list next to the Show Tooltips check box:

Responsive - Show tooltips instantly: Select this option to show tooltips instantly as you
move the cursor over the marks in the view. This is the defaultfor all views. With this option,
tooltips appear without command buttons. You must first click a mark in the view to see the
command buttons.

On Hover - Show tooltips on hover: Select this option to show tooltips only after you rest
the cursor on a mark. However, with this option, command buttons appear on the tooltip
without any further action from you (unless you specify otherwise in the Edit Tooltips dialog
box).

Show commands: Select the Include command buttons check box to add Keep Only,
Exclude, Group Members, Create Set and View Data buttons at the top of the tooltip.
These buttons show both in Tableau Desktop and when the view is published to the web or
viewed on a mobile device.
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Select marks in a view from the tooltip. Select the Allow selection by category check box
to be able to select marks in a view that have the same value by clicking on a discrete field in
a tooltip. If this check box is selected, you can use this feature to select marks in a view in
Tableau Desktop, when the view is published to the web or viewed on a mobile device.

Add or remove fields: To add and remove fields when using the automatic tooltip, right-
click (control-click on Mac) the field on one of the shelves in the view and select Include in
Tooltip.

Customize filter cards

In addition to the general filter options and the filter modes, you control how your filter
appears in the worksheet, on dashboards, or when published to the web even further in
Tableau Desktop.

To customize filters, click the filter card drop-down menu and select Customize.

You can select from the following options:

 Show “All” Value - toggles whether to show the “All” option that displays by default
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in multiple values and single value lists.
 Show Search Button - toggles whether to show the search button at the top of
the filter.
 Show Include/Exclude - toggles whether to show the Include Valuesand
Exclude Values commands on the filter card menu. When shown, users can
switch the filter between include and exclude modes.
 Show Control Types - toggles whether to let users change the type ofquick filter
shown. For example, when shown, a user can change a multiple values list to a
compact list.
 Show More/Fewer button - toggles whether to show the More/Fewer button
at the top of the filter.
 Show All Values button - toggles whether to display the Show All Values button
on the filter card.

Whenever data is excluded in the filter, the small red "x" appears on the Show All
Values button. When all values are showing, the red "x" disappears.

 Show Apply Button - toggles whether to show the Apply button at the bottom
of the filter. When shown, changes to the filter are only applied after you click
the button. Pending changes are indicated with agreen color. This option is only
available in multiple values lists and dropdowns. This options is available in web
authoring.
 Show Readouts - controls whether the minimum and maximum values are
displayed as text above a range of values. The readouts can be used to manually
type a new value instead of using the sliders.
 Show Slider - controls whether the slider displays. When this option is cleared,
the filter only displays the readouts.
 Show Null Controls - shows a drop-down list that lets you controlhow the filter
handles null values. You can select from values in a range;values in a range and
null values; null values only, non-null values, or all values.

Formatting your data with colors:

If you drop one field on Color and then drop a different field on Color, the second field
replaces the first field. However, depending on the chart type, for example treemaps and
bullet graphs, you can put multiple fields on color. You can use one field to set the hue, and
the other to show gradations within that hue. Follow these steps, using the Sample -
Superstore data source, to build a treemap with two fields on Color.
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1. Drag Category and Sub-Category to Columns.

2. Drag Sales to Size on the Marks card.

3. Click Show Me in the toolbar, then select the Treemap chart type.

Tableau moves all fields to the Marks card, putting SUM(Sales) onboth Size and
Color, and Category and Sub-Category on Label:
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4. Click the label icon to the left of Category on the Marks card andselect Color:

Category replaces SUM(Sales) on Color. The marks are still sized by thesum of Sales, but
now they are colored by Category:

5. Click the label icon to the left of Sub-Category on the Marks cardand select
Color.

Tableau uses distinct, categorical colors for the first field, Category,and a range of
sequential shades to distinguish values for the secondfield, Sub-Category:
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The size of the individual rectangles is still determined by Sales, per Category
and Sub-Category.
The two fields on Color (Category and Sub-Category) are related within a hierarchy, so if
you swap their positions on the Marks card, moving Sub- Category to be above Category,
the effect is the same as if you had removed Category from the view altogether. The
treemap changes to show a uniquely colored rectangle for each Sub-Category.
When the two fields on Color are not related within a hierarchy, you can switch the order of
the fields on the Marks card so that the field that was used for categorical colors was used for
sequential shades, and vice versa.

If you aren’t satisfied with the colors that Tableau used, you can change them. To open the
Edit Colors dialog, do one of the following:

 In Tableau Desktop, double-click the color legend.

 In Tableau Server or Tableau Cloud, click the drop-down arrow in the topright-
hand corner of the legend.
6. Make the view more readable by adding Category, Sub-Category, and Sales to
Label. Users can hover to see tooltips for any rectangle that is too small to show text by

default.
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