Configure Cross-Dataset Faceting with Connected Data Sources

By default, queries from the same dataset are faceted—automatically filtering each other. To facet queries from different datasets or even custom queries in the dashboard designer, connect them using common fields between them.

Note You can’t connect custom queries that specify date or measure ranges.

1. Click to edit the dashboard.
2. Click and then select Connected Data Sources.
3. In Data Source Connections, on the Connections tab, click New Connection.
   
4. Enter a name for the connection.
5. Click Choose Data Source 1 to select the first data source. For each data source, select a dataset or a custom query used in the dashboard.
6. Select a field from the data source by choosing it from the menu or typing its API name into the search field. This enables CRM Analytics to match records between the specified sources.
   
7. Click Choose Data Source 2 to select the second source, and then select a field from the menu or API name.
8. To add another data source, click Add Data Source. This option appears after you connect two data sources.
   You can connect two or more data sources.
9. Click Save.