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Filtering Multiple Dimensions Using Parameters Without a Text Box


Published: 20 Aug 2014
Last Modified Date: 13 May 2016

Question

How to create a filter that uses values from multiple dimensions.

Environment

Tableau Desktop

Answer

The following instructions can be reviewed in the workbook attached below.

Step 1: Create a List Parameter

  1. Right-click in the Data pane and select Create Parameter.
  2. In the Create Parameter dialog box: 
  • Name the parameter. In the example workbook, the parameter is named Show Sales By.
  • For Data Type, select String.
  • For Allowable Values, select List.
  • Click Add List values from Fields and select fields as appropriate. In the example workbook, Category and Sub-Category are used.
  • Click OK.

Part 2: Create a Calculated Field

This calculated field will validate that the parameter value matches one of the values in either Category or Sub-Category.
  1. Select Analysis > Create Calculated Field.
  2. In the Calculated Field dialog box:
  • Name the calculated field. In the example workbook, the calculated field is named Validate
  • In the Formula field, create a calculated field similar to the following:
    [Show Sales By]=[Category]
    OR
    [Show Sales By]=[Sub-Category]

Part 3: Build the View 

  1. Drag the calculated field from Step 2 to the Filters shelf.
  2. In the Filter dialog box, select True, and then click OK
  3. In the Parameters pane, right-click the parameter from Step 1 and select Show Parameter Control.
  4. Drag the parameter to the Rows shelf.
  5. Drag the field that contains the values used in the parameter to the Text card.
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