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Applying User Filter Sets to Data Sources


Published: 12 Nov 2014
Last Modified Date: 25 Sep 2017

Question

How to apply a user filter set to a data source and ensure that the filter set works after publishing.

Environment

Tableau Desktop
Tableau Server
 

Answer

Option 1

  1. Right-click the data source in the Data pane and select Edit Data Source Filters.
  2. Select Add, choose the desired user filter set, and then click OK.

Option 2

  1. Drag the set to the Filters shelf.
  2. Right-click the set on the shelf and select to Apply to Worksheets > All Using This Data Source.
  3. Right-click the data source in the Data pane and select Edit Data Source Filters.
  4. Select the desired filter, and then click OK.

Additional Information

The All Using This Data Source option is applied at a workbook level, rather than at the data source level. It is necessary to select the filter in Edit Data Source Filters in order to apply the filter at the data source level and ensure that it is preserved after publishing.

Note: The filter will no longer be visible on the Filters shelf after it is selected in Edit Data Source Filters.
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