Alright, struggling a bit on using the "Related Data Source" filtering in a particular case.
The Scenario - let's assume I have (3) Data Sheets:
Now in all (3) data sets, there is a field called Project ID #. This is my related field between data sets. The problem is, the users of my dashboard are not aware of what their Project ID # is for their given project. It is an arbitrary number created by the system. In the Project Info data sheet is a listing of all Project Names that users are familiar with along with Project ID #'s.
How can i have users select their Project Name via a filter in Data Set #1 and then have that filter Data Set #2 & #3 for all subsequent views/sheets using the Project ID #? I am hoping i can avoid blending these all together as in my actual case, there are ~5-6 different data sets all with millions of rows of data.
Here is what I am currently doing:
It seems cumbersome to add that extra click. Any thoughts on how to avoid this?
A common approach is to join a Project info table to any other (fact) table,
then use a Cross-Datasource Filter on [Project Name] across datasources.