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How to Apply a common filter in a correlation matrix


Published: 14 Apr 2021
Last Modified Date: 07 Jun 2021

Question

How to Apply a common filter in a correlation matrix. Example: Show only selected subcategory Sales in a correlation matrix between subcategories

Environment

  • Tableau Desktop

Answer

Create a correlation matrix using article.

Option 1

1. Create a String parameter with All Values
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2. Create a calculated field like below
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3. Drag the calculated field to Filters and Select True
4. Type in the values in parameter separated by commas 
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Option 2

1. Create the main sheet 
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2.  Create sub category set including all values from Sub-Category and a calculation Check:
if [Sub-Category Set]=true then '☑'
else '☐'
END

3. Create a view like below:
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4. Add 2 Filter actions and a set action
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5. Ctrl select multiple values as below
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