A dashboard has two worksheets that come from two different published data sources: a Sales sheet and a Support Tickets sheet. Both data sources contain a Region field with identical region names. An analyst wants a single Region filter that, when changed, narrows both worksheets together. What is the correct way to make one Region selection drive both data sources?
- AConfigure the Region filter as a dashboard filter and use Apply to Worksheets with a field-based relationship so the matching Region field in each data source is filtered together. Correct
- BPlace a Region filter on the Sales sheet and choose Apply to Worksheets, All Using This Data Source, expecting it to reach the Support Tickets sheet as well.
- CAdd the Region filter to the dashboard, open its menu, and use Apply to Worksheets, Selected Worksheets, then tick both sheets and confirm the data sources are blended.
- DCreate separate Region filters on each worksheet and rely on the dashboard to synchronise their selections automatically because the field names match.
Why A is correct: Applying a filter across multiple data sources requires Tableau to match a common field; once Region is set as the shared field across the sources, one selection filters both worksheets, which is exactly the cross-source filtering the analyst needs.
Why B is wrong: All Using This Data Source only spreads the filter to sheets on the same source, so the Support Tickets sheet on a different data source is left untouched.
Why C is wrong: Selected Worksheets only works across data sources when those sources are linked by a relationship; simply ticking two sheets from separate sources does not by itself filter the second, and the option assumes a blend that is not described.
Why D is wrong: Two independent filters do not synchronise just because the field names match; the viewer would have to set each one separately, defeating the single-control requirement.