Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

Filters


Filters are among the most used features in Tableau. To create a Filter, drag and drop any field onto the Filters shelf. You can filter as many fields as you want. Here's an example of adding a Filter on Sub-Category:

A Filter can be applied on:

  • The current Worksheet you're working on (by default)
  • A list of selected Worksheets (you can select them with a menu)
  • All the Worksheets that use the same Data Source
  • All the Worksheets that use the same or a different Data Source that contains the same filtered field

 

To decide where a Filter should be applied, right-click on its pill in the Filters shelf, and use the following options:

There are differences between a Discrete and a Continuous field, and with Dates compared to other data types.

Filtering a continuous field

If a continuous field is a Measure, a new window opens asking you to choose an aggregation or All values (no aggregation). The following screenshot is an example of adding Profit to a Filter:

After clicking on Next, Tableau opens...