In Tableau, condition filter is used to apply some conditions to already existing filters. These conditions are very simple, for example, finding only those sales which are higher than a certain amount. Also, these conditions can be applied to create a range filter.

Create a Condition Filter

For example, consider the data source such as Sample-superstore, let’s find the sub-category of products across all Segments whose sales exceed two million. There are some steps for creating condition filter in Tableau.
Step1: Drag the Segment field and the Sales field to the Column shelf.
Step2: Next, drag the Sub-Category field to the Rows shelf. Choose the horizontal bar chart option. And you get view shown in below screenshot.

Step3: Again, drag the Sub-Category field to the Filters Shelf.
Step4: Right-click on Sub-Category field to edit and then go to the “Condition” tab. And, choose the radio “By field “ option. From the drop-down, select Sales, Sum, and greater than equal to symbol specifying the value 200000.

After completing the above steps, you get a view which shows only those subcategory of products that have the required amount of sale. Also, this shows all the available Segments where the condition is True that shown in below screenshot.

Tableau Data Source Filters

The data source filter is used to filter the data in data source proportion. It restricts the files present in the data set. This filter is similar to the extract filter in securing the data. But data source filter and extract filter both are different, and they are not linked to each other. A data source filter works on both Live connection and Extract connection. The procedure to select a data source filter is given as step by step below.
Step1: Click on the “Add” button placed at the top right corner of the data source tab, shown in the following screenshot.

Step2: It opens the “Edit Data Source Filters” Window. Then, click on “Add” Option of the window that shown in below screenshot.

Step3: “Add Filter” Window is opened to select the filter conditions.
Select any of the fields and add as extract filter. For example, you want to select the Category field as an extract filter. Then,
1. Select Category from the list.
2. Click on OK button, shows in below screenshot.

After clicking on OK button, it opens a filter window shown in below screenshot.

Tableau Top Filters

In Tableau, Top filter is used to set the limit of result from a screen. For example, if you want to get only the top 10 values from a large set of records. Then, you can apply this filter using the inbuilt options for limiting the files in many ways or by creating a formula.

Create a Top Filter

For example, consider the data source such as Sample-superstore, and you want to find the sub-category of products that represents the top 10 sales amount. There are the following steps, such as:
Step1: Drag the Sub-Category field to the Rows shelf and the Sales field to the Columns shelf. Choose the horizontal bar from the “Show Me” tab. Tableau shows the following view:

Step2: Right-click on the Sub-Category field and go to the “Top” tab. And, choose the second radio “By field” option. From the drop-down, select the Top 10 options by Sum of Sales.

After completing the above all steps, you will get the following view, which shows the top 10 Sub-Category of products by sales shown in the below screenshot.

So, this brings us to the end of blog. This Tecklearn ‘Condition Filters, Data Source and Top Filters in Tableau’ blog helps you with commonly asked questions if you are looking out for a job in Tableau Desktop. If you wish to learn Tableau Desktop and build a career in Business Intelligence domain, then check out our interactive, Tableau Desktop Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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