Filters can be added when creating or editing your dashboard so dashboard users can apply them when viewing the dashboard. To add filters to dashboards in Salesforce, follow these steps: 1. Click on the dashboard you’d like to edit, then select Edit. 2. In the top-right menu, select + Filter.
Full Answer
How do I filter a Salesforce dashboard?
-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components. If there are equivalent fields for your selection, hover over the info icon () to see them.
How do I filter for equivalent fields in Salesforce?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on.
How to filter components in Salesforce lightning experience?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic.
Can we add filters in dashboards?
I am aware that we can add the filters in dashboards. But the filters can be added based on the fileds in that object. As mentioned before, i have my dashboard components from various reports with different objects.
Can I have more than 3 filters in Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
Can we add filters in dashboard in Salesforce?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them....Required Editions and User Permissions.User Permissions NeededTo add filters to dynamic dashboards:Legacy Folder Sharing Manage Dynamic Dashboards Enhanced Folder Sharing Manage Dynamic Dashboards3 more rows
How do I use multiple filters in Salesforce?
From the Filters pane, click Add | Cross Filter. From the Primary Object dropdown (left of the operator), choose Accounts. From the operator dropdown, choose with....Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.
How many filters can a lightning dashboard have?
It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.
How do I add a global filter in Salesforce dashboard?
Set Initial Global Filters in the DashboardWhile editing a dashboard, select a global filter, and then click Pick Initial Values (1).Choose the initial filter value for each global filter, then click Apply.Click Done, and save the dashboard.
How do we filter data for dashboard?
To create a dashboard filter: Click Filter Your Dashboard in the dashboard's right panel (if it's your first filter), or + if you are adding another filter. The Add Filter dialog box is displayed. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.
How many filters can a salesforce report have?
In Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.
What is the difference between a filter and a cross filter in Salesforce?
Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
How do cross filters work?
0:004:34How to Use Cross Filters (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipReport the report builder opens up with several columns already in the preview pane by default. YouMoreReport the report builder opens up with several columns already in the preview pane by default. You can remove the ones you don't need by clicking on the X next to the field in the outline pane.
What are the limitations of the dashboard in Salesforce?
Each dashboard can have up to 20 components....The maximum number of rows that you can insert into a custom object is 2,000.The maximum number of runs that you can store is 200.The maximum number of source report columns that you can map to target fields is 100.
How do I add a dashboard filter in Salesforce lightning?
Edit a dashboard, then click + Filter in Lightning Experience or Add Filter inSalesforce Classic. From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard's components.
What is the maximum number of components that can be added to a single dashboard?
Each dashboard can have up to 20 components. A dashboard filter can have up to 50 values.
Why add filter widgets to dashboard?
Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. For example, you can filter the dashboard results to focus on a specific sales rep or product line. There are two types of filter widgets.
How to use global filter in SQL?
Use a global filter to apply the same filter to multiple queries in the dashboard. For example, if the dashboard has a separate chart for each rep to compare their performance, use the same filters for all charts so you’re comparing apples to apples. You can specify which queries to apply the global filters to and enable the users to change ...
Can filter widgets be changed?
Like global filters, filters in selection-based widgets can be changed by users viewing the dashboard. Unlike global filter widgets, selections in these widgets can also trigger selection bindings, which can dynamically change other query parameters (like measures and groupings) or widget properties (like reference lines).
How to create a filter in a dashboard?
Creating Dashboard Filters. To create a filter Click Add Filter and select the field to filter on from the Field dropdown See Add a Dashboard Filter. Equivalent Fields. The field you select for the filter could have equivalent fields Equivalent fields share the same underlying object as the field you select.
Can you add filters to dashboards?
Note As you prepare to filter dashboards keep these dashboard filter limitations in mind. You cant add filters to dashboards that contain Visualforce or scontrol components. Its not possible to filter on bucket fields However it is possible to use a report filtered on a bucket field on the dashboard. page.
Can you use equivalent fields in a filter?
for the filter You can use equivalent fields to filter components that dont have the exact field you selected for the filter or to filter some. components differently For example if you filter on the Account Owner field equivalent fields include Opportunity Owner.