Formatting Tableau Filters!

Filters are awesome. One reason I love Tableau is that data visualizations aren’t static. How does that tie into filters? Glad you asked! Tableau makes it really easy for your stakeholders (i.e. end-users) to interact with their dashboard using filters. The only problem is that the filter you add on the back-end takes up a lot of room and, to be perfectly honestly, looks terrible. Luckily, I learned how to fix that, and I’m going to share it with you!

This post is most applicable when you’re visualizing data on a dashboard. So, assuming you have one, use a dashboard to test this out! I’m serious about keeping my client’s data private, so I am using a sample dataset.

The first thing you have to do is add a filter (well, make sure your monitored is plugged in too). Okay, okay, I know – not funny. But seriously, add a filter and select the dropdown “carrot” by hovering over the right filter. Opt to “Show Filter,” and be amazed as the filter options pop-up on the right side of your screen.

Deven Wisner Tableau Order Data Filter.png

Deven Wisner Tableau Show Filter.png

Jump to your dashboard, which would normally have a lot of other cool stuff on it. But, for the purpose of this post, we’re only focusing on the filter! So, you see the filter showing on the right side of your screen, and your years with associated number of records.

Deven Wisner Tableau Dashboard Jump.png

Now, as you can see, all your selections are there. You really couldn’t long for much more. Butttttt…it takes up a lot of space and it’s ugly. So, let’s hover over the right side of the filter box, click on it, and select the dropdown “carrot.” The first thing I do is change the filter to “Floating,” which means I don’t have to conform to Tableau’s organization of MY stuff.

Deven Wisner Tableau Floating Filter.png

You’re floating and awesome now, so you can go back to your “carrot” and select the formatting of the list. Personally, I use a dropdown but this will really depend on what’s appropriate for your data. What makes the most sense? For years, usually my clients are comparing, so I choose “Multiple Values Dropdown.”

Deven Wisner Tableau Multiple Filter.png

Now we are in business. But wait. That thing looks ugly, right? So, let’s remove the title by going to the “carrot” and choosing “Edit Title.” Delete it! Now, add a floating text box with something that makes sense. Remember: more text doesn’t always make something better. I simply changed this one to “Order Date: …”

Deven Wisner Tableau Filter Title.png

Deven Wisner Tableau Textbox.png

Of course, you want to avoid Tableau defaults. Customize your dashboards to your client’s needs AND their company colors. Canned visualizations are rarely the right fit for anyone, and I find that they’re too cluttered and clunky. More on that soon…!Deven Wisner Tableau Order Data Success.png

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s