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Table of contents
1.
Introduction
2.
What is Extract Filter in Tableau?
3.
Features of Extract Filter
4.
Implementation of Extract Filter
5.
Frequently Asked Questions
5.1.
Does the Extract Filter impact data source optimisation?
5.2.
Are there any limitations or considerations when using the Extract Filter?
5.3.
Can I apply multiple Extract Filters to the same dataset?
6.
Conclusion
Last Updated: Mar 27, 2024
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Introduction to Extract Filter

Author Shiva
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Introduction

Tableau is a useful tool for data analysis. We have filters in Tableau to minimise data for efficiency. One such filter is the Extract filter. This tool allows users to concentrate on the most crucial information and ignore the rest. Users may create faster, more flexible data visualisations with the Extract Filter. The research is sped up by making the data better and smaller. 

introduction to extract filter

In this article, you will have a brief Introduction to Extract Filter in Tableau.

What is Extract Filter in Tableau?

Users can extract groups of data from larger datasets with the aid of Tableau's Extract Filter feature. It serves as a filter, allowing users to concentrate on crucial information and disregard less crucial information. Users are able to make their visualisations quicker and more helpful by reducing the size of their datasets with the Extract Filter.

Data extraction is a function available in Tableau that collaborates with the Extract Filter. In Tableau, data can be either extracted or connected live. When data is extracted, Tableau creates an extract file, a condensed representation. This extract file is intended for rapid examination. However, it only includes a part of the original data. Large datasets can be easily handled using the Extract Filter, which operates on these extract files.

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Features of Extract Filter

The Extract Filter provides a number of essential capabilities that improve Tableau's data analysis workflow:

  • Subset Creation: The Extract Filter's main objective is to extract a subset of data from a bigger dataset. In order to include or exclude certain data points from the extract, users can specify the exact criteria or conditions. Users can streamline their study and concentrate on pertinent information thanks to this functionality.
     
  • Performance gains: Tableau can dramatically increase performance by extracting the data and applying the Extract Filter. Faster data retrieval is made possible by smaller extract files, which leads to speedier visualisations and shorter load times. When dealing with enormous datasets or using few processing resources, this functionality is quite useful.
     
  • Offline accessibility: Tableau allows for the local saving and offline access of extracted data. When working in locations with spotty or unpredictable internet connectivity, this tool is helpful. Workflows are not disrupted since users can continue their analysis even if they are not connected to the data source.
     
  • Data source optimisation: The Extract Filter is a key component of data source optimisation. Tableau minimises the amount of data that needs to be sent between the data source and the visualisation by shrinking the dataset through extraction and filtering. Through optimisation, resources are used more effectively, and performance as a whole is enhanced.
     
  • Data security: The Extract Filter provides an additional layer of data security. By creating an extract of the dataset and applying the filter, users can limit access to sensitive information. This feature ensures that only authorised individuals can view and analyse the relevant data, protecting sensitive or confidential information.
     
  • Quick data exploration: The Extract Filter allows users to quickly explore different subsets of their data without modifying the original dataset. By applying different filter criteria, users can analyse specific data segments and gain insights into different aspects of their analysis. This feature promotes a more comprehensive and granular exploration of the data.

Implementation of Extract Filter

Here’s how to use Extract Filter in Tableau.

Step 1: Once the text file is connected in Tableau, you can use sample data. Select the "Extract" radio button, as indicated in the image. This action will generate a local copy in the Tableau repository. 

extract filter

Step 2: Next, click on the 'Edit' option located next to the Extract button. This will open the "Extract Data" window. Within the window, click on the 'Add' option to proceed.

extract data

Step 3: The "Add Filter" window will open, allowing you to select filter conditions. Choose the desired field, such as 'Category,' to use as an extract filter. Select 'Category' from the list and click 'OK' to proceed.

add filter

Upon clicking the OK button, a filter window will open, providing further options and settings for the selected extract filter.

filter category

The filter window provides multiple options to filter the 'Category' based on various use cases. 

Frequently Asked Questions

Does the Extract Filter impact data source optimisation?

By lowering the dataset size, Tableau's Extract Filter aids in data source optimisation. The amount of data exchanged between the data source and visualisation is reduced. As a result, the process as a whole operates more efficiently and resources are used more effectively.

Are there any limitations or considerations when using the Extract Filter?

When working with huge datasets, it's necessary to take into account the potential increase in storage requirements, even though the Extract Filter is a useful function. Additionally, it's essential to make sure the filter criteria match the analysis objectives to prevent unintentionally removing significant data.

Can I apply multiple Extract Filters to the same dataset?

You can use more than one Extract Filter to make your information even more specific. Each filter can have its own set of criteria. This lets you make subsets of data that are specific to your wants and goals for analysis.

Conclusion

In this article, we covered an introduction to Extract Filters in Tableau. We looked at what exactly an extract filter is, its features, and its implementation in Tableau. We also covered some frequently asked questions regarding the same. Hope this article on the introduction to Extract Filters helps you understand Tableau.

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