It is very difficult to help without an example workbook -- can you mock up a similar scenario using Superstore Sales, or randomize your own data, and provide the packaged workbook here on the thread? With a workbook, volunteers here are much more likely to be able to help.
You might also consider upgrading to Version 10, if possible, as cross data source filtering is a bit simpler in V10 -- As Requested, You Can Filter across Data Sources in Tableau 10 | Tableau Software
Best of luck!
Matt you are absolutely right, Tableau 10 will solve my problem but unfortunately we have enterprise licence and upgrade is not quick. It many months away. Meanwhile I am trying to see if there is some workaround or at-least something close to requirement.
I had to use parameter filters since I have 2 datasource and I wanted common filters to act as global filters on dashboard. I know parameter filters are static and thats a compromise I am thinking to do until I upgrade to Tab 10.
Attached is the twbx. I have below 3 issues
1. On 'MAP Dashboard' I want to show data only for current year, this has to be calculated based on when the dashboard was loaded
2. On click of a state on 'MAP Dashboard' I want to pass the selected state to 'Store Summary' dashboard and also sync the 'State Parameter' filter on 'Store Summary' dashboard
3. When 'Store Summary' is initially loaded on click of a state from 'MAP Dashboard' the the 'Store Summary' should load for current month and current year and all 3 filters 'Report Year Parameter', "Report Month Parameter', 'State Parameter' should get sync accordingly.
e.g state 'TX' is clicked on 'MAP Dashboard' then 'Sales Summary' should load for 'State Parameter = TX', 'Report Month Parameter = 08' and 'Report Year Parameter = 2016' and then the user could change the filters to see some other combination.
Sample Sales.twbx 92.1 KB
Any luck guys?