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I have a dashboard in Tableau with two worksheets added. Right now Worksheet #1 has Filter #1 added for Field #1. Now that I’m adding Worksheet #2 with Field #2 (from a new table) to that dashboard, I’m uncertain how to use the same Filter #1 to restrict the time range for Field #2 and everything else on the dashboard.

To be clearer on my problem, here is my linkage in my data source I'm struggling with

Table #1.UserID <-> Table #2.User ID
Table #1.UserInsertedAt (Not linkable) Table #2.PetInsertedAt

Though the two tables are linked, the fields I want to filter by are two unlinkable fields (because user inserted at date is not correlated with when their pet was inserted at, just that the pet belongs to a specific user).

How can I apply the MONTH(User Inserted At) to the same control of MONTH(Pet Inserted At)? This would allow the viewer to slide the control and see users and, separately, pets added in this time range.

Right now tableau is: filtering for distinct pets for users added within control time range

But I actually want: filtering for distinct pets for pets added within the time range (separate of when the user was inserted)

Update: I've found a path forward but haven't perfected it yet. I need to most likely create a param that is a filter on both workbooks. What I'm still missing is how to make my separate Start Date and End Date param into one to-from date range between the two, and for that range to default when opening the dashboard to a range only showing this month before user adjusts. enter image description here

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1 Answers

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If it is the same data source you can set the filter to apply to multiple sheets.

enter image description here

If you want this filter to restrict other filter's selections, then set this one to "Add to Context".