Filtering with multiple datasources - Part 2

by Simona Loffredo

Here I am, for my second blog post on how to filter within multiple datasource. I have explained how to use a map as filter in my previous post when you have multiple datasources.

HOW TO FILTER ON DIFFERENT CHARTS WITH A PARAMETER 

Consider again Sample Superstore and Superstore Sales as datasets.

STEP 1

  • Connect to Sample Superstore
  • Build a linechart dragging year on columns and SUM(profit) on rows
  • Put Segment on colour

line chart

STEP 2

  • Create a string parameter, select List and “Add from field”, selecting Segment, then add manually “All” (in order to let it show all the values), as below:

Pick a segment parameter

  • Show the parameter in the view selecting the option “Show parameter control”, as below:

show parameter

  • Now, you will have the parameter in your view, but you need to create a calculated field to let it work. So, create a calculated field as below:

calc parameter

  • Drag the calculated field to Filter and select “True”

filter param 1

  • Test your filter in this view

STEP 3

  • Now, create a new worksheet and connect to Superstore Sales and blend it with the previous datasource (for example blend them on segment)
  • Create a view with a bar chart of customer names and sum(sales) and drag segment (from sample superstore) on colour

view2

  • Drag the calculated field of the parameter (Pick a segment) in Filter and select “True”:

filter view2

STEP 4

  • Build a dashboard and drag the two charts in the view and show the parameter in the dashboard

show parameter in dash

  • Try the filter and you will see it will work!

final

I hope you find it useful.

A presto!