Yes. You can create actions between two sources based on a similar ID. I have provided screenshots that might help.
If I go to create a dashboard action I would first start with the Source Sheets section and define what will be my driver. In this case let's use Source 1 as the driver. Under Target Sheets I will define what will be filtered based on the selection from the Source Sheets. Under Target Filters I can choose the fields that will link to each other to make the filter happen.
Thanks for your reply!
Looks like it doesn't work out in my case where the primary key is not present.
I expect to click on the number on sheet 61, and then JE details table will give related Transaction details.
The number in Sheet 61 is calculated as " COUNT TransID"
TransID is not displayed in the primary sources, is there other ways to achieve this result? Thank you !!
Bring the ID in the table and hide it.
This is absolutely a possibility. As long as the field you are attempting to drive the action by exists in both data sources (i.e. Transaction ID), and the aliases for each value are exactly the same (case included), then your action should work fine. See the attached example for reference (In this case I use Country as the actionable field).
As an example, you'll notice that China is aliased differently in each source (it is "People's Republic of China" in the Olympic dataset vs "China" in the Sales dataset) - Tableau will not inherently register these values as the same.
Let me know if you have any questions!
Filter Action Example.twbx 584.8 KB
Thanks for your example workbook.
I followed your example, and it looks like not work in my case. I got the error, which I believe because I don't have "TransID" as an attribute shown in the primary worksheet. Instead, the "TransID" is at an aggregated level, which is shown as the measure (Count of TransID). Do you may have any other ideas how to deal with this kind of situation?
Really prevaricate your help!
If you could attach a scrubbed version of the workbook in question, I may be able to better assist you.