3 Replies Latest reply on Sep 9, 2016 1:44 PM by Peter Hanges

    Filtering multiple data sources at the same time

    Peter Hanges

      Hi all,

       

      I have two Excel sheets: One which tracks Campaign Responses (CRs) and one which tracks Leads.  I've created a relationship link between the shared Date field which has allowed me to put all of the metrics on one table, which is great.  What I want to do now is create a filter which works for both CRs and Leads.  Using the shared "Geo" field as an example, I followed the steps outlined here: http://onlinehelp.tableau.com/v10.0/pro/desktop/en-us/help.htm#filter_across_datasources.html but the filter I created only filters the primary "Lead" data, and not the CR data as well.  Any ideas on how to get the filtering working across both datasets?

       

      I've attached a sample packaged workbook.  Appreciate any help!