Now, on with the post. Today, we will look at "Quick Filters" in Tableau. A Quick Filter is nothing more than a regular filter that can be dynamically altered via a card on the screen. Traditionally, you set a filter on the filter shelf and it's done. If you want to change it, you have to open up the filter and change it there. Quick Filters allow you to change the filter on the fly, which adds for quite a bit of simple user interaction. Let's see an example where this comes in handy. As usual, we will use the Superstore Sales sample data set in Tableau.
- Create a Worksheet
- Add "Category" to the "Filters" Shelf
- Select every "Category" in the filter.
- Right-Click on "Category", Select "Show Quick Filter"
|Order Quantity by Region (with Category Quick Filter)|
- Drag "Order Quantity" From the "Text" Shelf to the "Rows" Shelf
- Remove "Region" From the "Rows" Shelf
- Remove "Category" from the "Filters" Shelf
- Add "Order Date" to the "Filters" Shelf
- Select "Relative Date" from the Pop-Up Window
- Select the "Years" Box
- Set the "Anchor Date" to be any day in "2009"
- Select the "Next 3 Years" Bubble
- Show the Quick Filter
|Order Quantity by Year (with Anchored Year Quick Filter)|