When you set up an action, and you have the source and target sheets from different data sources you are able to send the dimension across the datasources.
If you choose Target Filters
you then get the option to choose a different datasource for the Target
In my images above, I've set up 2 targets...one sending the RetailerID to a sheet on the same data source, and then another sending the same dimension but to a different data source.
Hope that does the trick.
First of all, thanks for the reply!
Unfortunately that didn't work for me... First I got the message that the UsedID field were absent from the initial worksheet (even though the field is available on the source, it's not used on the visualization). Then I tried adding it to the details of the worksheet in question, but if I use the field it messes with my initial result, and if I use the field as an Attribute, it still won't work...
So you don't have [_Id] in the source sheet? you will need it there else Tableau don't know which [_id](s) to send
Say I had the following viz (just Sales by SubCategory from Superstore)
If I tried to set up an action to send (from this view) the customerID...it wouldn't know which CustomerIDs to send. Unfortunately, as it's passing customerID as filter it won't send all the customerIDs who bought that subCategory...is that what you are trying to do?
No... Actually, it would be the other way around...
See, I have this worksheet that contains age ranges and how many customers are in each range. When I filter for a range, I need that all other worksheets show only the data for this range... But the only field in common for all worksheets are the user ID
ah I get it now
...I'm short on time today, but I'll have a look tomorrow. I'm not 100% if this is possible or not!...and just so I know what I'm working with...you are unable to add "age range" dimension to the secondary sources?
Yes... I tried adding it to the detail but it messed up the results I also tried adding it as an Attribute, but it did not work as well...
Thanks so much for all the help!!! I'm very grateful
So I've had a bit of a play with this, and I'm pretty sure there isn't a way to do this. I'm just pinging Yuriy Fal in case he can think of a way (Hi Yuri, I've attached an example workbook [T10.0] for the problem. We have a Bar Chart built off the Primary data source, which is just sales by segment; there is a secondary data source which shows sales by customers [but doesn't have Segment in the data] customer ID is the only blending field; We want to send an action filtering the secondary viz to just the Customers in each segment...pretty sure it can't be done but always glad to be proved wrong!!)
Assuming I'm correct (that it can't be done) what you'll need to do is have any dimensions you want to filter on, such as age group, also in the secondary datasource(s)...so that you can then pass these between datasources. I generally work off multiple data sources, at different levels of grain (for performance reasons)...So I may have a chart showing performance by store type (this is off a data source where Store is rolled up to type...so data goes from 15M rows, at store, to 200k rows by type), and if the user wants to see store they would click on a store type (in the store type chart), which sends the filter on store type to the Store Level Viz (build off the 15M Store level datasource)...as such, when doing the data specification I ensure that I add any level I'll want to pass to all the data sources.
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Simon, thank you for the ping.
I'm with you about this, Customer ID should be
on a view for a Filter Action to work, no magic.
But may be the trick with an intermediary "one-button" view
could be of use, if users are eager to learn the clicking behaviour.
Please find the attached to see what I mean.
Thanks for taking a look...and that's a pretty clever workaround (hadn't thought of using the header to select all marks...very nice).
So yes, looks like the "ideal" solution will mean that you need to get any dimensions you want to send across data sources to be in each of the data-sources. Hopefully, with the cross-database joins in Tableau 10, it shouldn't be too tricky (certainly much easier than T9 days!) to join those dimensions across the data-sources (you might need a little customSQL [to roll the primary data source up to act like a lookup/dimension table] so you don't get any row-duplication, if the data sources are at different grains)...but failing that option, Yuri's "intermediate" method is pretty neat!
Hope that helps...and let me know if you need a hand with the custom SQL (if your SQL skills aren't great, like myself!, I know a trick to get Tableau to write the customSQL for you using the Workbook Performance Recorder)