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:
Data Set #1 - Project Info
Data Set #2 - Spending Cost Data
Data Set #3 - Capitalization Cost Data
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:
Having the user select their Project Name in data set #1
Then having a filter below that only showing relevant values of Project ID #, which there is only 1 choice for now
Having them select this Project ID # filter and using that to filter remaining data sources
It seems cumbersome to add that extra click. Any thoughts on how to avoid this?