Tableau | How do I add a dashboard filter?

Requires a Tableau Creator License

1. Open a Worksheet in your Tableau Dashboard
2. Locate the field you wish to use as a filter in the Data pane
3. Drag and Drop the field into the Filters section
   • Example: Data Source Filter
     
   • This will open a pop-up window
   • Select Use all
   • Click Ok
     
4. Click on the Filter dropdown
5. Select Apply to Worksheets
   • Follow to type of the other filters based on the icon
   • Sheet icon = Selected Sheets
     • Select all the sheets the filter should apply to
     • You can find this list by editing an existing filter
   • Database icon = All using this Data Source
   • Double Database icon = All using Related Data Sources
6. Add the filter to Context (if needed – follow standard of existing filters)
   • Click on the Filter dropdown
   • Add to Context
   • The Filter will be gray when in context
     
7. Return to your dashboard page
8. Select a visual and click the more arrow
   
9. Select Filters
10. Click the filter you want to add
11. Locate the filter on the dashboard
    • It will either in at the top or bottom of the page
12. Drag and drop the filter to desired location
13. Select the filter and Click the More arrow
    • Multiple Values (dropdown)
      
    • Only Relevant Values
      
    • Customize > Show Apply Button
      
    • Edit Title > Format to standard title 
14. Repeat steps 8-13 on all dashboard pages