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Learning Tableau by Joshua N. Milligan

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Filtering data

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 ...

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