How to link insights from different sources using a common filter?
Hello, I'm trying to link insights together so they filter on the same key, but the insights have different sources. For example: one insight is based off a business schema with a few select fields with a key called 'Asset ID'.
I have another insight that shows all the data from the base table for that Business Schema, but when I click on an Asset ID in the first insight it does not filter the 2nd insight because it's from a different source.
I have to manually search for the ID using the filters, and that works as the Asset ID is defined as a grouping dimension.
Is there a way to tell Incorta to apply the filter from one Insight to another if the sources are different? I tried naming everything the same, but it didn't work.
We have plans in our roadmap to allow users to declare two (or more) dimension attributes as a common dimension and use them for a common filter, but that is not executed yet. With the current release you are using, you can create a common dimension with only the distinct ASSET_IDs from both tables, and make it a common parent of both Asset dimensions from the two sources you have. You can create this new table either as a multi source Incorta table, reading from both dimensions, or using an MV. Then in the dashboard, you will expose the Asset_id field from the table for filtering.
Hope this helps.