Often, you will want to filter data in Tableau in order to perform analysis on a subset of data, narrow your focus, or drill into detail. Tableau offers multiple ways to filter data.
If you want to limit the scope of your analysis to a subset of data, you can filter the data at the source:
Data source filters are applied before all other filters and are useful when you want to limit your analysis to a subset of data. These filters are applied before any other filters.
Extract filters limit the data that is stored in a TDE file (
.tde). Data source filters are often converted into extract filters if they are present when you extract the data.Custom SQL filters can be accomplished using a live connection with custom SQL that has a Tableau parameter in the
WHEREclause. We'll examine parameters in Chapter 4, Using Row-level and Aggregate Calculations.
Additionally, you can apply filters to one or more views using one of the following techniques:
Drag and drop fields from the Data...