My understanding is the Tooltip action filter to apply
almost in the same fashion as a Cross-Datasource filter.
If the other datasource has fields of the same Name / Type
(and at least some values to be the same in both), then
a Tooltip filter would be triggered and applied seamlessly.
Please find the attached as a simple demo of the above.
If I miss your question / purpose of the topic, please reply.
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I've seen that already. I don't have common field names.
Here's what I did though. I put the sheet I want to use in the tooltip on the dashboard. Hidden. tiny. Nobody sees it. Then I made a hover filter action so that it get's set the way I need it to be. Finally I put it in the tooltip, and the correct viz from mark to mark appears.
I don't have common field names
You can make the same name copies in both.
And you're right, hover on dash would work, too.
Would you mind uploading a workbook where you've done this successfully.
10.5 example attached.
Sheet 2 is from one data source. SHeet 3 is from another.
Edit sheet 2. Scroll. You'll see the whole of Sheet 3 gets displayed. I renamed the REGION field in the sheet 3 data source so that tableau can't rely on same-named fields.
I made a copy of sheet 2 to demonstrate how I use it. (In the end, I probably didn't need to do that, so don't get hung up on that step.)
Go to Dashboard 1. I have sheet 2(2) and sheet 3 on the dashboard. I made a hover action from sheet 2 to sheet 3 on REGION. You'll see sheet 3 change as you hover over sheet 2, and you'll see the tooltip pick up the filtered value on Sheet 3.
Go to Dashboard1(2). Here I re-positioned sheet 3 so that it floats behind Sheet 2. And I shrunk its size to just 1 pixel. Users will never see sheet 3 except as the tooltip.
Superstore -- for David.twbx 382.6 KB