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Joshua-Case's avatar
Joshua-Case
Frequent Visitor
3 years ago
Solved

Dashboard with 2 shared datasets

Greetings,   I have 2 data sets that were shared to me (I am not the owner).  I want to be able to create a dashboard report with both data sets but once I add one the "Get Data" goes gray for all ...
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  • DataInsights's avatar
    DataInsights
    3 years ago

    Joshua-Case,

     

    If you enable the Preview feature below, you'll be able to add a second data source.

     

     

  • Joshua-Case's avatar
    Joshua-Case
    3 years ago

    I found the answer.  I just needed to create a relationship between the data sets via the modeling tab of the dashboard and I linked my search parameter to the matching parameter in the second data set.  Now when I search by Invoice # it pulls data related to the same INV # for the second data set that contains additional information relevant to the invoice.  

Joshua-Case's avatar
Joshua-Case
Frequent Visitor
3 years ago

So this 100% solved my problem so thank you!

Follow up Question DataInsights now that I have my 2 data sources in the same dashboard can I make my text filter apply its filter to visualizations from the second data set?  For example, I want to search by Invoice # from Query 1 and apply the text filter to a table report with fields from Query 2. Is this possible?  

Joshua-Case's avatar
Joshua-Case
Frequent Visitor
3 years ago

I found the answer.  I just needed to create a relationship between the data sets via the modeling tab of the dashboard and I linked my search parameter to the matching parameter in the second data set.  Now when I search by Invoice # it pulls data related to the same INV # for the second data set that contains additional information relevant to the invoice.