FILTER CONCEPTS: ACROSS MULTIPLE DATASOURCE LEVEL FILTERS
n Tableau, you can apply filters across multiple data sources by using parameters and actions. This allows you to filter visualizations and dashboards based on selections made in one data source that affect another data source. Here's how you can achieve this:
Using Parameters:
Create a Parameter:
Create a parameter in one of your data sources that you want to use as a filter. Parameters allow you to create dynamic filter values that can be used to filter data across data sources.
Use the Parameter as a Filter:
In your visualizations, use the parameter as a filter condition for relevant fields in the data source where you want to apply the filter.
Create Actions:
Go to "Dashboard" "Actions" and create a filter action.
Define the source sheet (where the parameter will be used) and the target sheet (the sheet or visualization in the other data source where you want to apply the filter).
Map Fields:
Map the parameter in the source sheet to the appropriate field in the target sheet. This establishes the relationship between the parameter and the filter field in the other data source.
Test and Publish:
Test the filter action by selecting values from the parameter in the source sheet. When you select values, it should filter the data in the target sheet across data sources.
Save and publish your dashboard.
Using Actions:
Create a Field in One Data Source:
In one of your data sources, create a calculated field that maps to the filter condition you want to apply across data sources.
Create Actions:
Go to "Dashboard" "Actions" and create a filter action.
Define the source sheet (where you'll trigger the action) and the target sheet (the sheet in the other data source where you want to apply the filter).
Map Fields:
Map the calculated field in the source sheet to the appropriate field in the target sheet.
Test and Publish:
Test the filter action by selecting values in the source sheet. When you make selections, it should filter data in the target sheet across data sources.
Save and publish your dashboard.
Using parameters and actions in this way allows you to filter data across multiple data sources seamlessly. It's a powerful way to create interactive dashboards that leverage data from different sources while maintaining consistent filtering behavior.