Getting Started with Sorting, Drilling Down and Filtering Data

Tableau’s interactive features allow users of UW-Madison’s Institutional Tableau workbooks to quickly generate their own tailored reports. This KB article explains how to sort, drill down and filter data to get what you need.



One of Tableau’s most useful features is the ability to explore information while keeping the underlying data intact. You can change filters to pinpoint the data you are looking for, drill up or down to view aggregate versus detailed data, use sorting to organize your data and more.  
You can undo changes you make by selecting the Undo button. You can also undo all changes and revert the dashboard to its original state by selecting the Revert button. These buttons are located in either the lower left or upper left corner of your screen.
Undo_or_Revert


Some charts allow you to sort in alphabetical or numerical order. Hover over the column header and click on the sort icon that appears. Click again to toggle between sorting in ascending or descending order. The icon will not appear if sorting is unavailable for that field.
Sort



Some fields allow you to drill up for an aggregate view or drill down for a more detailed view. To see if a field has this feature, hover over the header and look for a + sign.
Drill Down       Drill Up


Filters are located either in the upper left or top of the dashboard and come in a variety of styles. Most filters allow you to choose one or more dropdown options.  Other filters contain a text search box. Read more for a description of each.

Radio Buttons
Some filters come in the form of radio buttons. To select an option, simply click on a radio button.
Radio_Buttons


Dropdown  Filters
To use dropdown filters, select the carrot next to the desired filter and make your selection. 
Select_Carrot

If the filter allows you to select more than one option, you may need to hit ‘Apply’ before your selection goes into effect.
Hit_Apply

After you make selections, a funnel with an x symbol will appear. This indicates the filter is active. Click the funnel to clear your selections and see all values.
Filter_is_Active

Some dropdown filters allow you to search using keywords. To search using keywords:
  1. Deselect all options first
    Deselect_All

  2. Type keywords
    Type_Keywords

  3. Check the desired box(es)
  4. Hit Apply
Search Box

Some filters come in the form of a search box. To use a search box, enter part or all of a keyword and hit enter. That field will then be filtered to display any entries containing the keyword. If no matches resulted from your search, try reducing the number words or characters to generate more results.
Search_Box

Multi-Select Search Box
Multi_Select_Search_Box

Some Search Box filters allow you to select more than one option. In this scenario: 
  1. Type your keyword(s) and hit Enter 
    (Do not hit the + symbol unless you’re adding an exact match.)
  2. Your selections will appear below the Search Box as well as in the visualization
  3. To remove a selection, hover and click the x
    Remove_X

Need More Information or Help?

If you have questions about this Tableau document, please contact Melissa Chan, Office of Data Management and Analytics Services (ODMAS) at melissa.chan@wisc.edu.



Keywords:Tableau Filter Filters Drill Drilling 101 Undo Redo Sort Sorting Alphabetical Numerical Order Display Edit Interact Workbook Dashboard   Doc ID:84809
Owner:Melissa C.Group:Office of Data Management & Analytics Services KB
Created:2018-08-10 11:29 CDTUpdated:2018-11-13 15:50 CDT
Sites:Office of Data Management & Analytics Services KB
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