Tableau Tip #2 – GOTCHA! Data Source Filters

The journey continues.

Have you ever inherited a Tableau Extract workbook or a Tableau Dashboard workbook at work? First, you probably remove all the filters and then can’t determine why the data seems incorrect. Me too.

The first thing I do is to check to see if there is a filter on the data source. This filter won’t show up in the typical filters shelf.

Go to Data->[your data source name]->Edit Data Source Filters to see if there are any filters here. This will save you a lot of pain and head scratching in trying to debug the workbook.

See screenshot below. In this example, there is a data source filter on Segment that only keeps the value of “Corporate.” GOTCHA!

Credit: Brittany Rosenau (via The Flerlage Twins Blog)

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