Cross-Dataset Filtering

Q&A
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1

Hi Team,

I’m working on a dashboard with two separate datasets and need help with cross-dataset filtering:

My Setup:

  • Dataset 1 (Territory Lookup): Multiple rows per seller - one row per territory assignment (territory_id, seller_id, seller_name). Each seller can have up to 5,000 territories.

  • Dataset 2 (Seller Analysis): One row per seller with performance metrics (seller_id, quota, attainment, revenue, etc.)

What I’m Trying to Achieve: Users should be able to:

  1. Search for one or multiple territory IDs

  2. See all sellers assigned to those territories

  3. Automatically filter the seller-level analysis to show only those matching sellers.

Essentially, I want the output of one filter to become the input for another filter across different datasets. the challenger here is: Territory id column does not exist in the Seller Analysis. The only shared column is seller id.

Please let me know if there is any way to do it.

Thanks,
Cindy

2

Hello Cindy,

May be please follow the below links, hope this helps in what you are looking for.

Thank you.

Cheers,

Deep

3

Hi @Cindy,

Following up here as it’s been awhile since we last heard from you on this thread. Did you have any additional questions or was the solution provided above helpful in your case?

If we do not hear back within the next 3 business days, I’ll mark the solution.

Thank you

4

Hi @Cindy,
Since we have not heard back, I’ll go ahead and mark the solution. However, if you have any additional questions, feel free to create a new post in the community!

Thank you