Working with Parameters, Filters, and Granularity

2 Scenarios

1 Hour 30 Minutes

Intermediate

Free

1 credit

Industry

e-commerce

Skills

approach

data-visualization

Tools

tableau

Learning Objectives

Understand parameters as user inputs and use them to switch KPIs, set thresholds, and toggle date grain.

Master the main filter types and their order in the pipeline, including extract, data source, context, dimension, measure, table-calculation, quick/UI, and user (row-level security).

Build interactive views that keep numbers correct while staying fast and easy to maintain.

Choose the right granularity for a question and predict how adding or removing dimensions changes results.

Overview

This masterclass teaches how to control a Tableau view with simple, reliable tools. It starts by explaining parameters as user inputs that drive calculations and switch KPIs or thresholds, then covers all key filter types and how they affect results. Learners see how granularity works, why adding or removing dimensions changes numbers, and how to choose the right level for a question. Along the way, short exercises reinforce the ideas with clean, repeatable patterns. By the end, dashboards respond smoothly to user choices while staying fast and consistent.

Prerequisites

Basic Tableau skills: connect to a data source, create a worksheet, place fields on Rows/Columns, and use Marks.
Comfort with core aggregates like SUM, AVG, MIN, MAX and simple calculated fields.
Familiarity with dimensions vs measures and discrete vs continuous pills at a beginner level.
Familiarity with Data loading to Tableau.