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Displaying Filter Selections in Exported PDF


Published: 06 Dec 2013
Last Modified Date: 21 Sep 2020

Issue

How to display which filter selections were used in a view when exporting that view to a PDF.

Environment

  • Tableau Desktop
  • Tableau Server

Resolution

Option 1: Add a caption

  1. Create the view.
  2. Create a quick filter.
  3. Make the desired selection of filters.
  4. Create a caption.
  5. Export the view to PDF.

By default, the caption will display any filter selections used in the view. The caption will be visible, along with any legends in the view, in an exported PDF.

Option 2: Add the view to a dashboard

  1. Create the view
  2. Create a quick filter
  3. Make the desired selection of filters
  4. Create a dashboard and load the view from step 1 into the dashboard
  5. Export the view to PDF
Filters should be present on the PDF version of the dashboard.

Cause

The ability to automatically display filters used in a view when exporting that view to PDF is not currently available in Tableau Desktop.
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