Other filtering options

You will also want to be aware of the following options when it comes to filtering:

  • You may display a filter control for nearly any field by right-clicking it and selecting Show Filter. The type of control depends on the type of field, whether it is discrete or continuous, and may be customized by using the little drop-down arrow at the upper-right of the filter control.
  • Filters may be added to the Context. Any filters added to the context are evaluated first and result in what can be thought of as a subset of the data. Other filters and calculations (such as computed sets and fixed level of detail calculations) are based on the subset of data. This can be useful if, for example, you want to filter to the top five customers, but want to be able to first filter to a specific region. Making Region a context filter ensures that the top five filter is calculated in the context of the Region filter.
  • Filters may be set to show all values in the database, all values in the context, all values in a hierarchy, or only values that are relevant based on other filters. These options are available via the drop-down menu on the Filter control.
  • By default, any field placed on the Filters shelf defines a filter that is specific to the current view. However, you may specify the scope by using the menu for the field on Filters shelf. Select Apply to and choose one of the following options:
      • All related data sources: All data sources will be filtered by the value(s) specified. The relationships of fields are the same as blending (that is, the default by name and type match, or customized through the Data | Edit Relationships... menu option). All views using any of the related data sources will be affected by the filter. This option is sometimes referred to as cross-data source filtering.
      • Current Data Source: The data source for that field will be filtered. Any views using that data source will be affected by the filter.
      • Selected Worksheets: Any worksheets selected that use the data source of the field will be affected by the filter.
      • Current Worksheet: Only the current view will be affected by the filter.
  • When using Tableau Server, you may define user filters that allow you to provide row-level security by filtering based on user credentials.

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