Call Us

Home / Blog / Tableau / Context Filters in Tableau

Context Filters in Tableau

  • July 10, 2023
  • 24303
  • 40
Author Images

Meet the Author : Mr. Bharani Kumar

Bharani Kumar Depuru is a well known IT personality from Hyderabad. He is the Founder and Director of Innodatatics Pvt Ltd and 360DigiTMG. Bharani Kumar is an IIT and ISB alumni with more than 18+ years of experience, he held prominent positions in the IT elites like HSBC, ITC Infotech, Infosys, and Deloitte. He is a prevalent IT consultant specializing in Industrial Revolution 4.0 implementation, Data Analytics practice setup, Artificial Intelligence, Big Data Analytics, Industrial IoT, Business Intelligence and Business Management. Bharani Kumar is also the chief trainer at 360DigiTMG with more than Ten years of experience and has been making the IT transition journey easy for his students. 360DigiTMG is at the forefront of delivering quality education, thereby bridging the gap between academia and industry.

Read More >

Tableau's Context Filter is the first filter to be applied to a worksheet after any other filters. The data that is obtained by the Context filter will be subject to all other filters because it is an independent filter. This will greatly enhance Tableau's efficiency, particularly when there are several filters set to the worksheet and while working with extremely large amounts of data.

360DigiTMG offers the Best Tableau Training in Hyderabad to start a career in Tableau. Enroll now!

context filers

Let's use an illustration to better grasp this.

The demand is to retrieve the Top 5 Superstore Profitable States for the Region chosen on the active filter.

Steps Involved:

The "Top 5 States" will be updated on the chart.

context filers

The "Superstore" data source allows us to view the Top 5 States for the whole dataset. We see that of the "Top 5" States, 2 are from the 'West' area and 1 from each of the other regions.

Learn the core concepts of Data Science Course video on YouTube:

The "Top 5 States" from the region that is chosen on the Region Filter must, nevertheless, be displayed.

  • Create a Text Table (or any chart of your choice) showing the Profits from different States, nested inside the Region dimension. This way we can see the name of the Region to which the State belongs.

    Tableau is a promising career option. Enroll in the Tableau Online Training offered by 360DigiTMG to become a successful Tableau expert.

    context filers

    Show the "Top 5 Profitable" States over here. In order to see just the "Top 5 Customers" by Sum((Profit), construct a Filter on the State dimension.

  • Drag the State field from the Data Pane and place it on the “Filters” Shelf. Go to the “Top” tab on the filters window and set up the condition to fetch “Top 5”.

    Data Pane and place

  • Create an Interactive filter on the Region dimension.

    To display the filter, right-click on the "Region" dimension and select the appropriate choice. Remove the "All" option and show the filter as a "Single Value List." On this basis, it is assured that users may only choose one "Region" at a time.

    Interactive filter on the Region dimension

    Observe how Tableau displays the state from the Top 5 list that is part of the "Central" Region when the filter option for the region is set to "Central." The 'Top 5 States' from the chosen area must be retrieved and shown on the chart, though.

Become a Tableau expert with 360DigiTMG Best Tableau Training in Bangalore. Get trained by the alumni from IIT, IIM, and ISB.

Watch Free Videos on Youtube

  • For this, the “Region” filter is supposed to be added to “Context”. By doing so, Region filter will get applied first, Tableau will take the data for that region and apply the “State” filter on that data. Thereby, giving us the Top 5 from the ‘Selected Region’.

  • Click on the drop-down icon on the ‘Region Pill’ present on Filters Shelf and choose the option “Add to Context”.

    Being a Tableau expert is just a step away. Check out the Best Tableau Training in Chennai at 360DigiTMG and get certified today.

    context filers Region Pill

    As the interactive filter is selected for a region, you can see how the text table on the canvas is changed to display the "Top 5 Customer" for that region.

    Contextual filters "Add Context" to the data, which will then be subject to all other filters in the worksheet.

    From the Tableau Public Software, you can view the worksheet with further examples on Context Filters.

    Context Filters from the Tableau

    Read an article on Data Blending in Tableau

 

Becoming a Tabeau expert is possible now with the 360DigiTMG Best Tableau Training in Pune Program. Enroll today.

Data Science Placement Success Story

Tableau Training Institutes in Other Locations

AhmedabadAurangabadBangaloreChengalpattu, ChennaiHyderabadKothrudNoidaPuneThaneYelahanka, Andhra Pradesh, Anna Nagar, BhilaiCalicut, Chandigarh, Chromepet, Coimbatore, Dilsukhnagar, ECIL, Faridabad, Greater Warangal, Guduvanchery, Guntur, Gurgaon, GuwahatiIndore, Jaipur, Kalaburagi, Kanpur, Kharadi, Kochi, Kolkata, Kompally, Lucknow, Mangalore, Mumbai, Mysore, Nagpur, Nashik, Navi Mumbai, Patna, Porur, Raipur, Salem, Surat, Thoraipakkam, Trichy, Uppal, Vadodara, Varanasi, Vijayawada, Vizag, Tirunelveli

 

Navigate to Address

360DigiTMG - Data Science, IR 4.0, AI, Machine Learning Training in Malaysia

Level 16, 1 Sentral, Jalan Stesen Sentral 5, Kuala Lumpur Sentral, 50470 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

+60 19-383 1378

Get Direction: Data Science Course

Make an Enquiry