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I have 2 data sources linked that are the same format but from 2 different quarters. My boss wants to have 1 dashboard with an option to flip between the 2 quarters data so the graphs and things change when he changes which quarter he’s viewing. As of right now, my best is having a dashboard for each of the quarters

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  • $\begingroup$ Is this possible for you to share a screenshot of your current visualization and pointing out your desired change in it? $\endgroup$
    – Miss.Alpha
    Commented Oct 13, 2022 at 13:53
  • $\begingroup$ Because the information is confidential, I can't really share it. My goal is to have an easy way for my boss to change one setting to see the data on the dashboard for a different date range. I relate it to what we can do with a Google Data Studio dashboard where the dashboard has a variety of components/widgets & we can change the date range in the upper right corner & the dashboard components refresh. Is something like that possible in Tableau. $\endgroup$ Commented Oct 13, 2022 at 13:57
  • $\begingroup$ As I am thinking about this, I am thinking that perhaps I need to have one data set with all the data & then have filter boxes that allow him to choose date ranges. I have no idea how to do that yet, but in theory that is what I am thinking needs to happen. Does that sound right? $\endgroup$ Commented Oct 13, 2022 at 14:03
  • $\begingroup$ I think I know what to do now. Need a data set with all data I am want to work with & add filter criteria options. $\endgroup$ Commented Oct 13, 2022 at 14:31
  • $\begingroup$ There you go! Share your answer if you got what you were looking for. $\endgroup$
    – Miss.Alpha
    Commented Oct 14, 2022 at 20:24

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If the two sources are truly the same format, add a column to each denoting the quarter and then union them instead of loading them separately. All that will be left is to add a dashboard action on that new column to toggle between the two quarters.

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  • $\begingroup$ Thanks - trying that now $\endgroup$ Commented Oct 13, 2022 at 16:12

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