Filter, Sort, and Group Data in Tableau Desktop

Learn the core techniques for data control in Tableau Desktop. This course will teach you how to filter, sort, and group data dynamically - transforming static views into interactive, insightful dashboards that respond to your audience’s needs.

What you'll learn

Filtering, sorting, and grouping aren’t just basics - they are the engine behind truly dynamic dashboards. Mastering these core features unlocks deeper insights, smoother interactivity, and dashboards that speak directly to your audience. Despite this, their advanced power is often underestimated.

In this course, Filter, Sort, and Group Data in Tableau Desktop, you’ll gain the ability to organize and present your data clearly by mastering these core techniques.

First, you’ll explore how to use filtering tools like dimension and measure filters, quick filter cards, and relative date filters to control what data appears in your views.

Next, you’ll discover how to apply sorting effectively, using built-in and custom sorting options—including nested sorts and parameter-based sorting—to guide users through the story your data tells.

Finally, you’ll learn how to group and combine data values, build dynamic sets, and use hierarchies to enable drill-down functionality, allowing deeper analysis in a more structured way.

When you’re finished with this course, you’ll have the skills and knowledge of data filtering, sorting, and grouping in Tableau Desktop needed to build well-structured, user-friendly dashboards that adapt to dynamic user needs.