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In order for the link to appear, the linking field needs to be in the view from both the primary and secondary sources. This link should help:
Ok, I get it: The dimension actually has to be on the visual for it to work. Although sometimes the dimension is sort of a linking 'key' that I don't necessarily want to show up on the visualization. In my case it is a CMA number, but the final viz doesn't need it. Any suggestions for working around that?
This can be frustrating! One of the cool features of our 8.0 release is that the linking field does NOT need to be on the view, which is awesome! In the meantime, one option may be to put it on the Level of Detail shelf or simply hide all of it's values.
Hope this helps!
Followup question regarding Tracy's comment " hide all of it's values ". It seems when I hide (filter??) these I loose the underlying data I need.... is there another way to hide data other than filters?
Here is simplified outline of what I am trying to solve:
Excel sheet 1:
Excel Sheet 2:
Join on Order ID and output the following data:
Order Group, Sum(Order Amount), Sum(Order Commission)
Thank you -Kevin