Tableau Filters - Comprehensive Tutorial including Context Filter, Cascading Filters | sqlbelle

[@ni12907]

You are an exceptional teacher. One of the best I have found on KZbin. Really enjoyed the full video, esp the explanation on Context filter. Thank you!

[@sqlbelle]

Thank you so much for your very kind comment, Nishi. I am very happy to hear you found the video useful. Thank you for your support and positive feedback, much much appreciated! 😊

[@jhessieressy8193]

​

[@internet123111]

Never seen somebody explaining the concepts the way you do it for tableau😊

[@wintermorillo6567]

I was struggling with showing the top 10 with a filter, searched on multiple websites without anything clear, but thanks to this video I was able to fix it using the context filter. THANK YOU VERY MUCH!!!!!!!!!!

[@sarasong6019]

So nice to hear your clear voice without the background music, great work, thank you so much! Big Thumbs up!

[@sqlbelle]

Thank you for the feedback Sara! I was worried about some of the background noise (which was the primary reason for the background music). Appreciate your feedback and support! I hope you found the video useful!

[@sarasong6019]

No worries, I don't hear any background noises at all. I found all your videos are very helpful, i have subscribed your channel :) I really like your explanation of the context filter using the top N example, nicely done! One question: what if I turn all the filters into context filters, will that cause any problems?

[@sqlbelle]

Hello Sara, Thank you for your kind note. Regarding the context filter, I would not necessarily recommend turning all the context filters on as it could also have a negative effect on performance. There are also times when you would want to have data (or calculations) not affected by the filters, for example in the case of FIXED LOD expressions. Hope this helps! Donabel

[@sarasong6019]

@@sqlbelle My coworker passed a Tableau report to me and i saw almost all the filters were added to context filters. So i was a bit confused why she did that... Thank you so much, you are an amazing teacher!

[@siddharthkshirsagar2545]

you are the best hands down. I started with simple table calculations and I have reached till here. Never seen someone who teaches so succinctly.

[@sqlbelle]

Thank you so much for your kind comment Siddharth! Happy to hear you found it helpful! :)

[@gurselkona5650]

Just excellent. I really appreciate. I wish I had come across your channel early. I can't stop watching all of your videos. Thank you.

[@sqlbelle]

Thank you Gursel, I am glad you found the video helpful!

[@santoshthapa1679]

This is called perfection in teaching. I learned a lot. Thank you.

[@sqlbelle]

Thank you Santosh! So happy you found it helpful!

[@anirudhb16]

I am starting out on Tableau reporting. I have checked many videos including the Tableau official videos. But the way you have explained, I think I can commit to a delivery date to my upper management. Thank you. Keep up the good work!

[@sqlbelle]

Thank you so much! I appreciate your feedback!

[@vamseekrishna1986]

One stop place for understanding tableau filters and right to the point. without any doubt , this is the best video available out thereon filters n u made it easy to understand as usual. Thanks for taking your time n puting this video.

[@sqlbelle]

Thank you Vamsee for your very kind comment, and I am happy to hear you found the video helpful!

[@rerereee1]

This was the awesome tutorial you are the Annabelle of tutors in KZbin!!!

[@sqlbelle]

Thank you Mohan :)

[@equiwave80]

Hi Donabel, Although I was aware of the basic filter concepts in Tableau I learnt few NEW topics from this video 1. Exact differences between Quick Filter and Standard Drag & Drop Filter 2. How multiple filters behave? (Cascading filters) 3. Significance of "All values" when a Continuous field is used in the Filters Shelf 4. "Show Null Controls" option for a Continuous field Filter 5. Latest date filter 6. Browse Periods for continuous date filters Thanks for this excellent video.

[@shraddhaw1537]

aren't you a magician???!!! you got me hooked to these videos. charmed by the quality 💜

[@sqlbelle]

Thank you Shraddha! I am glad you are finding the videos helpful :)

[@namanverma1105]

You are the best teacher I have ever had in my life.😅.. Amazing your explanation

[@agermoune]

You killed the contest filter. The van diagram showing how the contest filter behaves is genius and can only be explicitly explained by someone who understands the database and how subquery works. 👏

[@sqlbelle]

Thank you Abderrahim 🙂

[@desiengineerskitchen2816]

Teaching comes so naturally to you...

[@sqlbelle]

Thank you, I appreciate your kind note. Practice and video editing has helped 🙂

[@Missp99]

You are great teacher! I was glued for the whole duration. I really love your name (very unique)

[@taherkayamkhani8214]

Amazing explanation, I have not come across any channel on KZbin which such detailed information. You are truly an expert using Tableau and its core functionality.

[@sqlbelle]

Thank you for your kind comment Taher. I am happy to hear you found the videos helpful/

[@lilylily618]

Thank you for the clarification! The explanation of context filter is extremely clear and easy to understand

[@sqlbelle]

Thank you Lily! I am glad you found the video helpful!

[@AbhishekKumar-xd3qq]

Thanks maem finally my hunt for a best teacher has come to an end

[@sqlbelle]

Thank you Abhishek!

[@McRaeJim]

Every time I watch one of your videos I learn just a little more. Especially when I perform an analysis in Tableau and a small feature appears that I ignore. Or maybe I wish Tableau had a special feature only to learn fom that it can do what I am asking. I find Tableau fascinating and frustrating but SQL Belle you make it easier. Thank you

[@sqlbelle]

Thank you James! I have those moments too where I wish Tableau was able to do something (or do something easier).. sometimes it's by accident or luck (or desperation) that I find out about features. Or, for some cases, I would have a workaround but the actual feature gets released in the next version. Overall I love working with the tool, and happy to hear you're finding the videos useful!

[@dineshjoshi2506]

Really nice way of explaining different concepts. Your channel is best place to learn Tableau on KZbin. Thank You.

[@sqlbelle]

Thank you Dinesh!

[@stutipunglia3168]

Your videos are the most detailed, precise, and organized tutorials I've come across so far. Each video is a comprehensive learning experience for the topic at hand. Great teaching content!! Thankyou for the effort!

[@sqlbelle]

Hello Stuti - thank you so so much for your thoughtful comments, I really appreciate your time. And I am glad you are finding these tutorials helpful!

[@derekbelyea]

As usual another very clear and comprehensive explanation of a complex topic. Watching these videos I always learn something new. Thank you for making the many subtle nuances of Tableau less mysterious and more useful.

[@sqlbelle]

Thank you so much for your feedback Derek! Happy to hear you found some new things about Tableau from the video :) ... Tableau has so many features, it's actually quite fun to find out something new as I work with it (and sometimes just wondering why I hadn't discovered them before)

[@kritisharma8359]

Thank you so so much for putting such great precise content out here for free. This is the BEST channel I came across for tableau. ❤️❤️❤️

[@sqlbelle]

Thank you Kriti! Im glad you found the video helpful!

[@deepasarojam4425]

Truely exceptional way of teaching. I learned a ton from this comprehensive video that any other. Much appreciated.

[@som856]

Yours videos are helping me to learn Tablue. Thank you for sharing these videos. Looking forward for more such videos.

[@Universe-xg7ou]

Madam, you are a great teacher. I have been going through tableau related videos of a few institutes. Your way of teaching is very different/special from that of others. That also includes how you describe with details and appropriate examples. I subscribed after going through the very first video of yours. I have been going through your other videos as well. Hope that we will see many more like this. Thank you for your great help. I really appreciate it.

[@sqlbelle]

I am very happy to hear you are finding the videos useful 🙂 .. this is the best comment and compliment. Appreciate your support!

[@Yatish90]

Started following your channel a week back and even though I have practically read half of the help docs on Tabeleau.com, I get to learn new things in every video of yours! Attention retention throughout the video = 100%!!!

[@sqlbelle]

Thank you Yatish! So happy to hear that, thank you for sharing :)

[@piotrmuryjas]

I teach my students how to use Tableau in data analysis. In times, when I had face-to-face contact with them in the classroom, it was easier to show them how Tableau works, how to create reports or dashboards. Nowadays, in pandemia time, they have to work more to achieve the same learning outcomes. Your videos are strong support for my students. You are a great teacher. I appreciate your engagement and efforts in preparation these videos to deliver the knowledge of how to use Tableau in practice. Thank you so much.

[@sqlbelle]

Thank you for such a kind note, Piotr. I teach Tableau in the classroom as well, and it's just different teaching it online and I had to re-think and re-imagine the best way I can support them. That's how this channel was born - I wanted to have a way for them to still access my lectures even after the "live" lecture was done. I am experimenting the reverse classroom right now, where students can come for the hands-on and troubleshooting and questions, but it's in the very early experimentation stages. I am very happy to hear the videos can help support your students as well! Take care, and thank you for your kind words and support 🙏🙂

[@sukhasingh476]

Much needed video to understand the filters.

[@shubhamgupta842]

Simply sensational teaching..full of clarity

[@wwpharmacist]

Crystal clear Tableau course for free 🎉 Many thanks

[@sanaazhar3928]

i really like the way you explain the detail like filter or any other object .Really appreciate your help for understanding Tableau Thanks

[@sqlbelle]

Thank you Sana!

[@LovelyJordy]

You are nothing short of AMAZING. Thank you so much.

[@sqlbelle]

Thank you Star Jordan

[@NidhiChandramohan]

Exceptional video! Inarguably one of the best I have seen .. Thank you !

[@sqlbelle]

Glad you found it helpful. Thank you Nidhi!

[@sheerjoy1356]

I really appreciate the way you explain and make it so easy for us to understand. Thanks a lot

[@sqlbelle]

Thank you, I am happy you found it helpful!

[@-LearningStuff-]

Could not have found a better explanation than this. Amazing. Thank you :)

[@adrianrios5514]

Um, why did I just discover you and this video just now. Great content, great explanation. Absolutely love how you breakdown everything. I'm a seasoned Tableau Developer, but I am having to teach others, so this is helping me understand how to break down these topics myself. Keep doing what you are doing.

[@sqlbelle]

Hello Adrian! Thank you for your note, and I am happy to hear you found the video helpful :) Thank you for your support!

[@snehab5009]

You are truly amazing mam. Really enjoyed the full video, esp the explanation on Context filter.

[@sqlbelle]

Hello Sneha, I am glad you found it helpful!

[@jameskim6344]

You are always so helpful. Big thanks!

[@sqlbelle]

Thank you James!! :)

[@AdrianaPerez-ev5cj]

Great video. You are an excellent teacher.

[@sqlbelle]

Thank you Adriana!

[@barocklublin]

Context filters! I finally understood them :) Thank You!

[@sqlbelle]

That's awesome Michal! I am glad it helped :)

[@rakesh4642]

your are amazing this is the best filters video I've ever watched 👌 keep rocking🤞

[@sqlbelle]

Thank you Rakesh!

[@ushasuresh81]

Awesome video about filters in Tableau. The explanation is so well that I can visualize it during an interview... Thank you..

[@sqlbelle]

Thank you Usha, hope you found it helpful 🙂and hopefully will help in future interviews :)

[@samit1214]

Best teaching skills MAM.. Thanks for this 👍👍

[@sqlbelle]

Thank you Amit!!

[@dikshachourasiya9749]

Thankyou for the Detailed Lecture.It is very helpful.Looking Forward to have more Awesome Lectures from you :)

[@sqlbelle]

Thank you Diksha! Appreciate your feedback! Glad it was helpful!

[@dikshachourasiya9749]

@@sqlbelle Mam it would be great if you can make some more lectures on Dashboard,like how they work on real time and what are the things we should keep in mind while preparing any Dashboard on Projects.Some more tips on Dashboards

[@jagadeeshreddyt9992]

This video helped me a lot in understand the filters easily with examples, especially with diagrams and learned a lot. Thanks for sharing video

[@sqlbelle]

Hello Jagadeesh! Thank you for sharing, and I am happy to hear you found the video helpful!

[@SabineWildemann-l9q]

Great summary of filter topics. Thank you!

[@sourabhroy8731]

Thank you so much ma'am...So detailed video. Please keep sharing more videos

[@hubsun]

Thank you. Excellent tutorial, nicely explained.

[@thennarasuthen9179]

Very clear and precise explanation.. great video...thank you

[@sqlbelle]

Thank you Thennarasu

[@Guna_cocktail]

Great presentation... learned a lot new feature.. I will watch all your other presentation. Thank you!

[@sqlbelle]

Thank you so much Guna! Hope you will find the other videos helpful as well!

[@rahulpatil-st7sc]

excellent teacher , nice knowledge sharing plz post at least 2 videos per week

[@sqlbelle]

Thank you Rahul. I will try to post more often 😊

[@bigfirefighter]

Great videos, you do a fantastic job of explaining. Please keep it up--I've learned a ton from you!

[@sqlbelle]

Thank you Frank, happy to hear that 😀

[@visheshsekhsaria4323]

Such a useful video. ❤️❤️ Keep posting, your videos clears all the doubts.👍🏻👍🏻

[@sqlbelle]

So happy to hear, thank you Vishesh!

[@hiteshpatil5841]

Beautifully explained !

[@sqlbelle]

Thank you Hitesh

[@hiteshpatil5841]

@@sqlbelle hey, can I become your student ?

[@MonsieurSchue]

One of the very best videos explaining how filter works in Tableau!! 😍 One quick question though: at ~7:20 what if I want to show up only "top 10" customers no matter how you slice/ filter? If there's no state selected it's the top 10 for the whole national, if you select one state it's the top 10 for that state (and only 10, not the rest of all other customers). Thanks!

[@matrix4776]

Really enjoyed your video's clips...love that

[@sqlbelle]

Thank you Amit!

[@englishladylady6919]

As always you are giving good lectures to us. This is one of them. Thanks!

[@sqlbelle]

Thank you! I am so happy to hear that. I am glad you found it useful!

[@bansodepranali]

Thank you so much for this deep knowledge on filters

[@sqlbelle]

Thank you Pranali, glad to hear you found the video helpful!

[@neffect]

amazing contents, really structured layout. Thank you sooo much

[@KDB324]

Finally I understand context filters. Can we elect you to become a Tableau zen master?

[@sqlbelle]

I am happy to hear you found the video useful KDB324. Thank you for your kind, kind note 🙂 It made my day 🙂

[@aissamboudra7995]

Many thanks for this video and the content :) so well presented and useful

[@jayeshpatil81]

Thank you for the detailed explanation😀

[@sqlbelle]

Thank you Jayesh!

[@romyli5159]

Thanks belle for sharing another amazing video. Great stuff!

[@sqlbelle]

Thank you so much for your feedback Romy, much appreciated!

[@piyushpathak7311]

We want more videos like this mam keep uploading...

[@sqlbelle]

Thank you for your feedback Piyush! I hope you found it useful 😀

[@jyotishukla9199]

Excellent video with amazing explanation specially Context filter. THANK YOU SO MUCH😀

[@sqlbelle]

So happy to hear you found the video helpful. Thank you for sharing Jyoti! Much appreciated!

[@vijayrohilla9331]

Very nicely teach tableau.... Awesome....👍👍❤️

[@sqlbelle]

Thank you Vijay!

[@maheshbarma]

LOT OF fundamentals u are covering thanks mam :)👍🙂

[@sqlbelle]

Glad you found it helpful, Mahesh!

[@eddyjo3259]

Great Explanation! Thank you Donabel.

[@sqlbelle]

Thank you so much Eddy, as always, for your feedback and support! I hope you found it informative even if some are still on the more basic side.

[@yanjihadi8529]

You are a greatest teacher of Tableau that i ever watched. You explained it very clearly and so understandable... Thank you very much... And if I can ask or request, did you ever explain about (1) import data from different files (excel, text, sql) and make the graph in one sheet?; (2) automatic update the graph if we add some data in excel?; (3) link the data (macro excel) to make graph in tableau?; (4) real time graph (may be for stock market)?

[@sqlbelle]

Thank you Yanji - and these are great suggestions. I'll definitely try to incorporate them in future videos.

[@TCRBibleStudy]

Thanks so much, you answered a couple of questions I had.

[@sqlbelle]

Glad to hear, thank you for sharing David!

[@vijayarjunwadkar]

Excellent! Sticking to the topic name, you have "filtered" just the right things we needed to know about Tableau filters and presented it so nicely! Loved it! 😊👍❤

[@sqlbelle]

Thank you Vijay!! Appreciate your feedback always.

[@Gloriouscelebration.1324]

Superb.. explained very nicely

[@sqlbelle]

Thank you Prajakta!

[@msimran3476]

Excellent.. deep dive about Tableau ..

[@sqlbelle]

Thank you Imran :)

[@abtay3093]

really You are an exceptional teacher, tkt youuuuuuuuuuu

[@sqlbelle]

Thank you Ab Tay!

[@AliTwaij]

Very nice thankyou. I really like the viz in tooltip feature.

[@toyssignalforkids8896]

Very nicely explained .... thanks

[@sqlbelle]

Thank you :)

[@aliyaKhan-zh6bk]

Great explanation ❤

[@kritikarya3204]

I learned a lot from you thanks and love

[@sqlbelle]

Thank you Kritik!

[@daily-wear2523]

Thank you s o much! you are awesome teacher

[@sqlbelle]

Thank you!

[@just3963]

A-M-A-Z-I-N-G!! Thank you!!

[@sqlbelle]

Thank you Justin :)

[@ShivRKumar-ig6mj]

Hi Bella, You are so awesome in teaching, I am recommending your videos to all my colleagues. We started using tableau just 2 months back. I read so many post and saw many videos but you are exceptional. if possible could you post a video on my USE CASE. Use CASE : I have a Fiscal week filter with only relevant values set for Fiscal month. I am trying to find a way if I select ALL from Fiscal week filter then I should display the measure value related to last week of the selected fiscal month, otherwise display the measure value related to selected fiscal week. Any ideas?

[@Ab_Jannadi]

You are amazing!! Thanks alot 🙏🏽🙏🏽

[@bernardarhin2628]

Thanks for the wonderful video. In the example on context filters, is it possible to show the top 10 sales by state in each region at the same time?

[@sqlbelle]

Yes. Probably best with Set operations since Set Operations are above dimension and measure filters in the order of operations (help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm)

[@3rjc11]

this was an amazing video

[@cococnk388]

Morning Donabel, Context filters in this video are : action filters, tooltip filters ? Thanks for the awesome video.

[@sqlbelle]

Hello @cococnk388 - Tableau has a very specific feature called Context Filter. It would be one you can add/toggle when you right click on a field in the filter shelf, and select "Add to Context"

[@anastasioskatsaounis3673]

Hello sqlBelle! First of all, excellent video as any other of your videos that I have watched. Just one question, regarding action and tooltip filters, where do they stand on the filters hierarchy? My best guess would be that they are a special kind of dimension filters? Thanks in advance!

[@sqlbelle]

Thank you Anastasios. I *think* they are technically regular dimension filters. When there is an action filter, tooltip filter, regular dimension filter - we'll see that these are all independently applied (just like how regular dimension filters behave)

[@anastasioskatsaounis3673]

@@sqlbelle That makes sense! Thank you for the instant reply! ⚡

[@yijun5283]

Amazing stuff! I learnt a lot from your video. Thank you so much! :) I’d like to seek your advice on one issue that I have with filters in a dashboard. I have two worksheets: Worksheet1: Columns: Type of stationeries and Rows: YYWW whereas Worksheet2: Columns: Type of stationeries and Rows: Department. Values are cost for both tables. As there are too many type of stationeries (say, 100 types), I filtered to 5 types in both worksheets. I use both worksheets in Dashboard. When I use Table 1 as a filter and select a week, it shows relevant costs of 5 types of stationeries for departments in Table 2. The issue is when I select the week again to show all weeks, all types of stationeries in Table 2 show up instead of 5 types. How can I fix the filter to 5 types of stationeries as per initially setup in worksheets. I could not find anywhere how to solve it. Appreciate much if you can advise! Appreciate much!

[@yitianwang4233]

Love it! Thank you!

[@sqlbelle]

Thank you Etienne! Hope the part for context filters was helpful 🙂

[@gudiatoka]

25:20 context filters slow down the performance..but you shows it used for performance . how??

[@eli2407]

I agree with everyone, you are a great teacher. Your steps are clear and I am able to follow very easily. thank you. I'm working on a Tableau dashboard but I'm having issues with the filters. I'm hoping you can help me. My report has 7 sources from 7 different excel workbooks. I setup the sheets I needed and used relationship to connect them. they all have two things in common, a "Month" column and a "Associate" column. I have a chart representing the 7 sources. When I try to setup the filter in the dashboard and use it the first sheet in filter's correctly but the other don't for some reason. I set the filter to "All Using Related Data sources". I have been struggling for too long with this issue. Help

[@premmbissht6873]

simply awesome !

[@sqlbelle]

Thank you Premm!

[@rxmendxmen567]

Awesome Video !

[@sqlbelle]

Thank you Simon! I also saw a question from you come through but I cannot seem to see it when I look through the comments. If you still have the question, please feel free to let me know! (I just didn't want you to think I ignored the comment/question). Thank you for your support!

[@magnumbi8396]

God bless you!

[@sqlbelle]

Thank you :)

[@qiw8880]

Thank you very much for the great video, I learned a lot! I have a question that bothering me: Can I display sales for each year in different charts (example: Sales for 2018, Sales for 2019, Sales for 2020) but the same sheet by date filter? I will appreciate to get some points from you, thanks again!

[@sqlbelle]

That's great to hear Qi! I am glad you found that helpful. Yes there are ways to display them in different charts - a possibility could be a small multiple. Quickest way would be to just put your date in either Rows or Columns. A more complicated way (but can be more organized) would be something like this trellis chart: kzbin.info/www/bejne/oYi9oJRpisuVjNU

[@peterparker4358]

Thank u so much loved this vidoe too much good ❤️

[@sqlbelle]

Thank you Peter! I am happy you found the video useful, and as always, thank you for your very kind and positive support and feedback. Very much appreciated! 😊

[@VijayakumarAG-478]

Yes it's very useful. thanks.....

[@chu1452]

Thank you very much

[@sqlbelle]

Thank you!

[@mindyli4775]

I am new to Tableau and have found your videos so helpful. Thank you. I have a dashboard showing kpi's and other information across the business that is linked to multiple datasets. I am trying to create a dashboard filter so that when I select a articular month for example, all the vizzes within the dashboard filter to that month only. Can this be achieved easily? I have tried a few different things but wasn't able to get the desired result.

[@sqlbelle]

Thank you for your comment Mindy, I am happy to hear you found it helpful. Yes you are able to filter across different data sets, but may require a few different strategies depending on how you connected the data sources and how they're used in the dashboard. Here are some possibilities: 1. Are they all different data sets (ie do you see multiple database (or cylinder) icons in your side bar and do they have the same field names? You may need to set up the data relationships for them before the filters may work. (I have this video focusing on blend, but covers this data relationship functionality: kzbin.info/www/bejne/mnSUYaebh9epY80) 2. Filter actions (instead of the native dimension filters) usually help "filter" across different data sources more easily 3. There are cases where you may need to create parameters and calculated fields, and use those in your Filter shelf instead. I think there's definitely possibility that what you are trying to accomplish is straightforward. However, I know the true answer is usually "it depends". Without seeing the data set and the dashboard, it may be hard to evaluate. I hope some of these ideas are helpful. Donabel

[@mindyli4775]

@@sqlbelle thank you for your suggestions. I will look into these options further. The datasets all work independently to one another as one is finance related and then I have HR and Safety. The only common field is a date. I will experiment a little more. Thank you for your advice.

[@sqlbelle]

Sounds great Mindy. If the options I mentioned don't work, please feel free to email me with a sample workbook (just sample data and set up) and I will be happy to see if there are other options I can suggest.