Tableau – Why using a Data Source Filter ?

In Tableau, Data source filter allows you to

• reduce the amount of data in your data source and to work exactly with the data needed for analysis
• to create an extract that will contain the necessary amount of data and it will take less time to refresh
• to limit the data users can use in a workbook or a data source

There are two ways to create a data source filter:

1.  On the data source page, click Add in the upper-right corner of the page. You can add or edit a filter in this Edit Data Source filter dialog box.

2. On a worksheet, right-click on the data source and choose Edit Data Source Filters. You can add or edit a filter in this Edit Data Source filter dialog box.

Do you want to learn more about Tableau or Alteryx? Do you want to use these tools to their full potential? Check out our trainings and consultancy services!