How to Create Context Filter in Tableau

In this article, we will discuss how to create context filter in tableau briefly with the help of example.

Introduction

In this article, we will discuss How to create a context filter in Tableau.

Filters are an essential part of the data visualization to make the dataset clean and organized on pre-defined conditions to analyze the data set.

Let’s discuss the Context Filter in Tableau in complete detail.

Table of Content

• Context Filter
• Steps to create a context filter

Context Filter

• Use to improve performance of views, filters, and queries run on data source.
• It helps apply a relevant, actionable context to the entire data analysis in the tableau.
• It gets applied before any other filters used in the worksheet
• Context Filter is an independent filter, and all other filters will be applied to the data that is fetched by the context filter
• A context filter is created to improve performance and to create a dependent numerical or top N filter
• To add a context filter, click on Add to Context on the contextual menu of any existing categorical filter.

Let’s understand how to create a context filter with an example.

• Find the top 10 postal codes for the category called furniture.

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Steps to Create Context Filter

• Connect a file (here, we will use sample superstore data)
• Drag the sales to row and postal code to the column shelf

• Drag the postal code to filter shelf

• You will get the window shown in the below screenshot

• Choose by field option
• From the drop-down choose the option Top 10 by sales sum (as shown below in the screenshot)

• Drag the category field to the filter shelf, and you will get the window shown in below screenshot
  • It will show three categories, 
    • choose furniture

• Right-click on the category in the filter shelf and select Add to Context

• The final result shows the postal codes of products from the furniture category.

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Conclusion

In this article, we have discussed how to create context filter in tableau with examples.

Hope this article will help you in your data analyst journey.

This article is a part of a complete tutorial on Tableau, focusing on Tableau certified data analysts and tableau desktop specialists. 

Through a series of articles, we will cover all the topics in-depth with examples.

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