Filtering Across Data Sources


1. Concept

While working with multiple data sources in a workbook, you might want to compare the data between them using a field they have in common. To do so, you can apply a cross-database filter to filter data across multiple primary data sources.


2. Create a cross-database filter

  1. Establish a relationship between the data sources with the common fields

    • Automatically

    • Manually: [Data] Menu --> [Edit Blend Relationships]


  2. Create and apply a cross-database filter

    • In the dashboard

      1. dashboard --> source worksheet --> down arrow [Menu] --> [Filters] --> [common field]
      image-20210607090719281
      1. filter card appeared --> down arrow [Menu] --> [Apply to Worksheets] --> [All using Related Data Sources]
      image-20210607091123611

    • In the view

      1. Source worksheet --> drag the common field to [Filters] --> click [All]
      image-20210607093344614
      1. [Filters] card --> [common field] --> [Apply to Worksheets] --> [All Using Related Data Sources]
      image-20210607092036185