Quick Filters: Add Simple Interactivity
Quick filters can apply to a single view in a dashboard (local) or all of the views at once (global). Use the card menu on the top right of the quick filter to switch between global and local filters (see our Knowledge Base article for step-by step in structions).
Global or Local Filters
Consider whether you want filters to carry across views. For example, if you are filtering by country and every view has country as one of its dimensions, then you should probably use a global filter. It would be confusing to see one portion of the dashboard filtered down to Australia and New Zealand, but have everything else still showing the entire world.
The great thing about Tableau is that you do not have to have a field in use to filter by it. In other words, you can have a bar chart showing the GDP of twenty countries, and then you can add a filter on Population so you can see only countries with a population over 100M. These “slicing” filters are very powerful.
Remember, you don’t have to expose your audience to all of your filtering. For example, a common way to clean up extraneous data is to exclude null values. That’s a filter that you probably don’t want shown.
Other Filtering Pointers
- Ordering of values - Make sure the values in the quick filter are in an order that makes sense for the data. For example, instead of listing classes alphabetically, you probably should list them Freshman, Sophomore, Junior, Senior. You can specify the order of a quick filter by setting the default sort order for the field.
- All and single quick filters --Should users be able to select “All” in your filter? Or, should they only be able to select one value? Figure out which makes sense, and set filter settings accordingly.
- Initial State - When you are ready to publish, make sure you have checked the initial state of your view. Do your filters make sense?
The following viz has quick filters that allow you to look at health care costs by disease and patient age: