good afternoon,
I'm facing the following issue :
I'm working with two data sources which handle different levels of details.
Table A: relation 1:1 lets say summary data per row. total amount and total time of processing per document.
Table B: relation 1:N level 1 data , where for each document we have the total number of steps per approver.
There are certain fields which exist in both tables.
When i work with the worksheets separate there's no issue. The problem comes when i need to use them in the same dashboard and use a common filter.
Let s say there are worksheets which have to still work at level of granularity in table A and others working at the level B.
For what ive been searching there are two options to make common filters in dashboards.
1) via a parameter and calculated fields. which are visible in both individual worksheets attached to each datasource this doesn't help me since requires manual update, and most probably restricts the analysis comparison. per quarter month etc.
2) using a worksheet only with the dates and use it as a global filter. Here the problem comes when i need to drill down the dates granularity i.e quarters or moths
my question is will this possible to be achieved via data blending? is it possible to use calculated field as link between primary and secondary sources? , will still be possible to define the worksheets with the desired granularity per worksheet as per table A or B and still use the global filter?
Thanks for support
Hi Oscar!
assuming you are on Tableau Desktop 10.0 or newer, you can filter data across multiple data sources with data blending, with some caveats. See here for info: Filter Data Across Multiple Data Sources
Hopefully this will get you started - if you need more assistance, please reply with a .twbx file (packaged workbook) that demonstrates your issue so we can see exactly what's going on.
- amber
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