Mastering Data Filtration with Advanced Charts in Tableau

In this video, we explore advanced data filtration techniques using charts in Tableau. You will learn how to leverage the built-in functionalities of charts to quickly and efficiently filter data without relying on the filter card. This tutorial is part of the Aplu self-paced learning series and utilizes the sample superstore dataset to demonstrate practical examples.

What will you learn

• How to add and customize subcategories and segments in a bar chart.
• Techniques for selecting and deselecting data directly from charts.
• Methods to apply "keep only" and "exclude" filters in Tableau.
• Steps to clear filters and reset charts to their original state.
• Understanding the utility of scatter plots for identifying and filtering outliers.

Takeaway notes

• Charts can be used to filter data directly, offering a more intuitive method than using the filter card.
• By holding down the control button, you can select multiple data points in a chart.
• The "keep only" option filters the chart to display only selected data points.
• The "exclude" option removes selected data points from the chart.
• Scatter plots can help identify outliers, making it easier to filter them out directly from the chart.

Practice questions

1. How do you add subcategory level information and color segments to a bar chart in Tableau?
2. Describe the process of filtering data using the "keep only" option in a bar chart.
3. How can you reset a chart to its original state after applying a filter?
4. What are the steps to exclude certain data points from a chart in Tableau?
5. Explain how to use the control button to select multiple bars in a chart.
6. What advantages do direct chart-based filters have over traditional filter cards?
7. How can scatter plots be utilized to filter out outliers in Tableau?
8. Create a bar chart with segment and subcategory data. Apply a "keep only" filter for three selected subcategories.
9. Generate a scatter plot of profit vs. sales at the customer level and apply an "exclude" filter to outliers.
10. Describe how to clear applied filters from a chart.
11. What is the significance of the color segments in a bar chart?
12. How do you perform a selection on a scatter plot for a specific region of customers?
13. Demonstrate the process of identifying and excluding outliers using a scatter plot.
14. How is the "exclude" option in a chart different from filtering by scrolling through the filter list?
15. Practice applying both "keep only" and "exclude" filters on different types of charts in Tableau.