Tableau: How to add a filter to a sheet in the dashboard

Tableau allows you to add filters to the graph generated in your Sheet.

When you add a Sheet to the dashboard, you can still filter the Sheet by selecting the drop-down menu available in each Sheet.

For example, suppose you have a graph of Item and Total Sales as follows:

When you add the graph above to a Dashboard, you can add a Filter to the Sheet, and it will be reflected on the Dashboard.

Alternatively, you can also add a Filter from the Dashboard. To do so, you need to follow these steps:

  • Click on the Sheet once on the dashboard
  • Three small symbols will appear on the top-right side of the Sheet
  • Click on the down arrow symbol (▼) for More Options.
  • Select Filters > Item

Take a look at the screenshot below:

Once you complete the steps above, you should see a Filter pane on the right side of your graph as shown below:

Any filter change you did in the dashboard will be reflected on the Sheet view as well.

In this way, Tableau provides two ways to add filters to your graph: one from the Sheet tab, and the other on the Dashboard tab.

And that’s how you can add filters to a sheet from the dashboard. 😉

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