Filter Your Data

Tableau Prep Builder provides various options that you can use to filter your data. For example, use Keep Only or Exclude to do one-click filtering on a specific value for a field in a profile card, data grid or results card, or select from a variety of filter options for more complex filtering needs. You can also keep or remove entire fields.

Filter data at any step in the flow. If you want to simply change a specific value, you can select Edit Value to edit the value in-line or replace the value with Null. For more information about editing field values, see Edit field values.

Keep or remove fields

As you work with your data in your flow you might want to remove unwanted fields. In the Profile pane or the data grid in any cleaning or action step, select one or more fields and right-click or Ctrl-click (MacOS) and select Remove to remove the selected fields, or select Keep Only (version 2019.2.2 and later) to keep only the selected fields and remove all unselected fields.

Filters available for each data type

Data type Available filters
String Calculation, Wildcard Match, Null Values, Selected Values
Number Calculation, Range of Values, Null Values, Selected Values
Date and Date & Time Calculation, Range of Dates, Relative Date, Null Values, Selected Values

Where are my filter options?

To see the different filter options available for your fields, on the profile card, in the data grid or in the results pane, click the More optionsmenu. To see the menu on the data grid, you must click the Hide profile pane button first, and then click More options.

Calculation filter

When you select Calculation, the Add Filter dialog box opens. Enter the calculation, verify that it's valid, and click Save.

Note: In the Input step this is the only type of filter that is available. All other filter types are available in the profile cards, data grid or results pane.

Selected Values filter (version 2019.2.3 and later)

With the Selected Values filter you can pick and choose the values that you want to keep or exclude for a field, even values that aren't in your sample. In the right pane, click the Keep Only or Exclude tab to select your action, then enter search terms to search for values or click Add a value to add values that are in your data set but aren't included in your sample. Click Done to apply your filter.

Note: this filter options isn't available for Aggregation or Pivot step types.

Range of Values filter

Filter out values that fall within a specific range. When you select Range of Values, you can specify a range or set minimum or maximum values.

Range of Dates filter

Filter out values that fall within a specific date range. When you select Range of Dates, you can specify a range of dates or set a minimum or maximum date.

Relative Date filter

Use the Relative Dates filter to specify the exact range of years, quarters, months, weeks, or days that you want to see in your data. You can also configure an anchor relative to a specific date, and include null values.

Wildcard Match filter

When you select Wildcard Match, you can filter the field values to keep or exclude values that match a pattern. In the filter editor, select the Keep Only or Exclude tab, enter a value to match and then set the Matching Options criteria to return the values you are looking for.

The filtered results display in the left pane of the filter editor so that you can review and experiment with your results. Once you have the results you want, click Done to apply your change.

Null Values filter

When you select Null Values you can filter the values in the selected field to show only null values or exclude all null values.

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